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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
DP
Dearborn Partners
Illinois
$22.7M -$915K 1 1.75% Reduced
227
Truist Financial
Truist Financial
North Carolina
$22.6M -$2.16M 1 0.43% Reduced
228
Arizona State Retirement System
Arizona State Retirement System
Arizona
$22.4M +$656K 1 0.23% Increased
229
FCM
Fairbanks Capital Management
California
$22.3M +$168K 1 22.5% Increased
230
Panagora Asset Management
Panagora Asset Management
Massachusetts
$22.3M +$22.7M 2 0.09% Increased
231
CI
Cowen Inc
New York
$22.2M -$38.9M 1 0.03% Reduced
232
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$22.1M +$2.48M 1 1.29% Increased
233
LPL Financial
LPL Financial
California
$22.1M +$5.49M 2 0.06% Increased
234
ING Group
ING Group
Netherlands
$22M +$2.79M 2 0.4% Increased
235
SEI Investments
SEI Investments
Pennsylvania
$21.8M -$7.67M 2 0.08% Reduced
236
Advisors Asset Management
Advisors Asset Management
Colorado
$21.4M -$1.74M 2 0.36% Reduced
237
OI
Oakbrook Investments
Illinois
$21.3M +$643K 1 1.32% Increased
238
TPSF
Texas Permanent School Fund
Texas
$21.2M -$1.27M 1 0.28% Reduced
239
JVBC
J.V. Bruni & Co
Colorado
$21.1M -$128K 1 3.64% Reduced
240
DF Dent & Co
DF Dent & Co
Maryland
$21M -$48.2K 1 0.49% Reduced
241
BB&T Securities
BB&T Securities
Virginia
$21M +$4.12M 1 0.24% Increased
242
EWM
Endurance Wealth Management
Rhode Island
$20.9M -$199K 1 3.52% Reduced
243
OA
Oak Associates
Ohio
$20.9M -$510 2 1.46% Reduced
244
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$20.7M -$26.5K 1 0.47% Reduced
245
Comerica Bank
Comerica Bank
Texas
$20.5M -$255K 1 0.15% Reduced
246
DJSG
D.J. St. Germain
Massachusetts
$20.5M -$357K 1 2.59% Reduced
247
Jane Street
Jane Street
New York
$20.3M -$26.7M 2 0.05% Reduced
248
SCM
Snow Capital Management
Pennsylvania
$20M -$26.5M 1 0.92% Reduced
249
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$19.6M -$9.09M 2 0.27% Reduced
250
Vaughan David Investments
Vaughan David Investments
Illinois
$19.4M +$174K 1 0.92% Increased