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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
MAA
Matrix Asset Advisors
New York
$20.4M +$1.38M 1 3.79% Increased
227
PP
Paloma Partners
Connecticut
$20.3M +$18.8M 3 0.62% Increased
228
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$20.3M -$2.19M 2 0.2% Reduced
229
MetLife Investment Management
MetLife Investment Management
New Jersey
$20.2M -$3.8M 2 0.25% Reduced
230
DY
Dowling & Yahnke
California
$19.9M +$11.4M 1 2.07% Increased
231
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$19.8M -$4.37M 1 0.18% Reduced
232
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$19.7M -$1.29M 1 0.34% Reduced
233
GIM
Greylin Investment Management
Virginia
$19.7M +$320K 1 4.72% Increased
234
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$19.6M +$2.67M 1 0.13% Increased
235
Vaughan David Investments
Vaughan David Investments
Illinois
$19.6M +$360K 1 0.91% Increased
236
DWM
Doyle Wealth Management
Florida
$19.5M -$120K 1 3.3% Reduced
237
Two Sigma Advisers
Two Sigma Advisers
New York
$19.5M -$187M 2 0.05% Reduced
238
BB&T Securities
BB&T Securities
Virginia
$19.4M -$1.86M 1 0.22% Reduced
239
Macquarie Group
Macquarie Group
Australia
$19.2M -$492K 1 0.04% Reduced
240
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$19M -$9.06M 1 0.38% Reduced
241
Candriam SCA
Candriam SCA
Luxembourg
$19M +$1.86M 2 0.29% Increased
242
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$18.7M -$2.17M 1 0.18% Reduced
243
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$18.7M -$2.79M 1 0.36% Reduced
244
IC
InterOcean Capital
Illinois
$18.5M +$1.89M 1 1.96% Increased
245
Ariel Investments
Ariel Investments
Illinois
$18.3M -$1.13M 2 0.26% Reduced
246
Nuveen
Nuveen
North Carolina
$18.3M -$337K 1 0.12% Reduced
247
SFG
Sather Financial Group
Texas
$18.1M +$2.35M 1 3.95% Increased
248
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$18.1M -$1.7M 2 0.29% Reduced
249
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18M +$17.9M 2 0.13% Increased
250
Federated Hermes
Federated Hermes
Pennsylvania
$18M +$13.4M 1 0.05% Increased