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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
251
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$47.2M -$4.8M 2 0.61% Reduced
252
Acadian Asset Management
Acadian Asset Management
Massachusetts
$46.8M +$39.5M 2 0.23% Increased
253
TSU
TD Securities (USA)
New York
$46.7M +$2.79M 1 0.75% Increased
254
LSV Asset Management
LSV Asset Management
Illinois
$46.6M +$8.09M 1 0.1% Increased
255
Placemark Investments
Placemark Investments
Illinois
$46.5M +$2.37M 1 0.83% Increased
256
OAM
Origin Asset Management
United Kingdom
$46.5M -$1.37M 1 3.01% Reduced
257
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$46.1M -$1.25M 1 0.64% Reduced
258
ACM
Argent Capital Management
Missouri
$45.5M -$703K 1 2.42% Reduced
259
PIA
Piedmont Investment Advisors
North Carolina
$45.5M -$410K 1 2.38% Reduced
260
Waverton Investment Management
Waverton Investment Management
United Kingdom
$45.2M -$1.97M 1 2.96% Reduced
261
Todd Asset Management
Todd Asset Management
Kentucky
$45.1M -$763K 1 1.28% Reduced
262
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$45.1M -$3.11M 1 0.68% Reduced
263
CC
Carlson Capital
Texas
$44.8M -$15.2M 1 0.49% Reduced
264
Arizona State Retirement System
Arizona State Retirement System
Arizona
$44.5M +$1.14M 1 0.54% Increased
265
Truist Financial
Truist Financial
North Carolina
$44.4M +$854K 1 1.33% Increased
266
SCM
Stevens Capital Management
Pennsylvania
$44.1M +$44.3M 1 1.18% New
267
GA
Geneva Advisors
Illinois
$42.8M +$33.8M 1 0.78% Increased
268
Bartlett & Co
Bartlett & Co
Ohio
$42.8M -$381K 1 2.06% Reduced
269
Analytic Investors
Analytic Investors
California
$42.8M +$9.72M 1 0.69% Increased
270
QGM
Quality Growth Management
California
$42.5M $0 1 32.09% Maintained
271
Winton Group
Winton Group
United Kingdom
$42.5M +$42.6M 1 0.29% New
272
GAI
General American Investors
New York
$42.5M -$7.15M 1 3.45% Reduced
273
PWLP
Prio Wealth Limited Partnership
Massachusetts
$42.1M -$122K 1 2.12% Reduced
274
Davenport & Co
Davenport & Co
Virginia
$42M -$94.4K 1 0.71% Reduced
275
Natixis Advisors
Natixis Advisors
Massachusetts
$41.7M +$3.1M 1 0.6% Increased