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AI Inference Silicon

Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
IIM
Ivory Investment Management
New York
$27.7M +$26.4M 1 0.96% New
227
Renaissance Technologies
Renaissance Technologies
New York
$27.6M +$18.7M 3 0.05% Increased
228
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$27.4M +$1.05M 1 0.22% Increased
229
SH
Svenska Handelsbanken
Sweden
$27M +$25.8M 1 2.91% New
230
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$26.9M -$2.44M 1 0.23% Reduced
231
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$26.8M +$3.53M 1 0.39% Increased
232
Foresters Investment Management
Foresters Investment Management
New York
$26.5M +$43.9K 1 0.54% Increased
233
HighTower Advisors
HighTower Advisors
Illinois
$26.5M +$3.94M 1 0.09% Increased
234
TPSF
Texas Permanent School Fund
Texas
$26.4M -$1.04M 1 0.33% Reduced
235
Glenmede Trust
Glenmede Trust
Pennsylvania
$25.3M -$13.4M 2 0.16% Reduced
236
CCMH
Cornerstone Capital Management Holdings
New York
$25.2M +$3.37M 1 0.21% Increased
237
LPL Financial
LPL Financial
California
$25.1M +$1.93M 2 0.07% Increased
238
ORIO
Old Republic International (ORI)
Illinois
$25M +$6M 1 1.23% Increased
239
Huntington National Bank
Huntington National Bank
Ohio
$25M +$4.78M 2 0.61% Increased
240
PWLP
Prio Wealth Limited Partnership
Massachusetts
$24.8M +$1.25M 1 1.36% Increased
241
Pinnacle Associates
Pinnacle Associates
New York
$24.7M +$16M 2 0.53% Increased
242
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$23.7M -$2.87M 1 2.7% Reduced
243
GAI
General American Investors
New York
$23.6M $0 1 2.44% Maintained
244
Conning Inc
Conning Inc
Connecticut
$23.3M -$977K 1 0.98% Reduced
245
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$23.1M -$710K 1 0.39% Reduced
246
Truist Financial
Truist Financial
North Carolina
$22.4M +$1.96M 1 0.58% Increased
247
QGM
Quality Growth Management
California
$22.2M -$327K 1 24.93% Reduced
248
Zacks Investment Management
Zacks Investment Management
Illinois
$22.1M +$2.84M 1 0.7% Increased
249
ALPS Advisors
ALPS Advisors
Colorado
$21.9M +$522K 2 0.23% Increased
250
Cincinnati Insurance
Cincinnati Insurance
Ohio
$21.9M $0 1 0.77% Maintained