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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
MAI Capital Management
MAI Capital Management
Ohio
$37.7M +$2.53M 1 0.71% Increased
227
Railway Pension Investments
Railway Pension Investments
United Kingdom
$37.5M -$56.6M 1 0.41% Reduced
228
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$37.2M +$8.07M 1 0.6% Increased
229
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$36.7M -$7.64M 1 0.27% Reduced
230
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$36.6M -$2.15M 1 0.06% Reduced
231
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$36.6M +$22.3M 4 0.59% Increased
232
FFM
FengHe Fund Management
Singapore
$36.6M +$44.5M 1 9.3% New
233
Saturna Capital
Saturna Capital
Washington
$36.3M -$1.73M 1 0.89% Reduced
234
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$36.1M +$3.15M 1 0.49% Increased
235
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$35.2M +$3.79M 1 0.76% Increased
236
Bartlett & Co
Bartlett & Co
Ohio
$35.2M +$3.79M 1 0.76% Increased
237
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$35.2M +$2.07M 1 0.15% Increased
238
Arizona State Retirement System
Arizona State Retirement System
Arizona
$34.9M -$629K 2 0.36% Reduced
239
Amalgamated Bank
Amalgamated Bank
New York
$34.9M +$1.11M 2 0.34% Increased
240
Welch Group
Welch Group
Alabama
$34.9M +$1.44M 1 2.27% Increased
241
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$34.7M $0 1 0.44% Maintained
242
River Road Asset Management
River Road Asset Management
Kentucky
$34.6M -$2.98M 1 0.52% Reduced
243
Meyer Handelman Company
Meyer Handelman Company
New York
$34.1M +$192K 1 1.58% Increased
244
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$33.2M -$2.25M 2 0.03% Reduced
245
BAM
Berkshire Asset Management
Pennsylvania
$33.1M +$501K 1 2.34% Increased
246
CMG
Cavalry Management Group
California
$33M -$1.84M 1 4.15% Reduced
247
EWM
Endurance Wealth Management
Rhode Island
$32.6M -$131K 1 5.38% Reduced
248
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$32.5M -$69.2M 1 0.12% Reduced
249
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$32.2M -$2.3M 2 0.05% Reduced
250
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$32.1M +$3.01M 1 1.32% Increased