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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
Calamos Advisors
Calamos Advisors
Illinois
$60.1M +$1.63M 1 0.22% Increased
227
Arizona State Retirement System
Arizona State Retirement System
Arizona
$58.5M -$921K 2 0.45% Reduced
228
Wolverine Trading
Wolverine Trading
Illinois
$58.1M +$29.1M 2 0.07% Increased
229
SCM
Sirios Capital Management
Massachusetts
$57.9M +$14M 1 6.63% Increased
230
RAM
RWC Asset Management
United Kingdom
$56.1M +$1.09M 1 1.56% Increased
231
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$55.8M +$3.49M 1 0.29% Increased
232
Meyer Handelman Company
Meyer Handelman Company
New York
$53.9M +$1.34M 1 2.01% Increased
233
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$53.8M -$2.85M 1 0.47% Reduced
234
Vident Investment Advisory
Vident Investment Advisory
Georgia
$53.4M -$14.6M 2 1.39% Reduced
235
Amalgamated Bank
Amalgamated Bank
New York
$53.2M +$4.96M 2 0.39% Increased
236
MAI Capital Management
MAI Capital Management
Ohio
$52.9M -$1.99M 1 0.85% Reduced
237
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$52.7M -$14.6M 2 0.36% Reduced
238
MPMG
Minneapolis Portfolio Management Group
Minnesota
$52.6M -$649K 1 5.6% Reduced
239
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$52.1M -$52.7M 1 0.57% Reduced
240
Conning Inc
Conning Inc
Connecticut
$51.1M -$12.3M 1 1.36% Reduced
241
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$50.6M +$5.83M 1 0.96% Increased
242
MC
Montag & Caldwell
Georgia
$50.5M -$5.2M 1 4.87% Reduced
243
Welch Group
Welch Group
Alabama
$49.7M +$684K 1 2.91% Increased
244
CA
Capitolis Advisors
New York
$49.1M -$6.96M 1 0.29% Reduced
245
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$48.5M -$8.86M 2 0.07% Reduced
246
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$47.8M +$3.19M 2 0.17% Increased
247
MetLife Investment Management
MetLife Investment Management
New Jersey
$47.7M -$1.17M 2 0.39% Reduced
248
BAM
Berkshire Asset Management
Pennsylvania
$47.7M +$278K 1 2.9% Increased
249
SFG
Sather Financial Group
Texas
$47.5M +$1.53M 1 4.12% Increased
250
TCTC Holdings
TCTC Holdings
Texas
$47.4M +$86.8K 1 2.03% Increased