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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
Truist Financial
Truist Financial
North Carolina
$42.6M +$700K 1 1.29% Increased
252
VanEck Associates
VanEck Associates
New York
$42.6M +$43.6M 1 0.23% New
253
OppenheimerFunds
OppenheimerFunds
New York
$42.4M -$23.5M 1 0.05% Reduced
254
Placemark Investments
Placemark Investments
Illinois
$42.2M -$1.81M 1 0.78% Reduced
255
Aperio Group
Aperio Group
California
$42M +$2.86M 1 0.57% Increased
256
ACM
Argent Capital Management
Missouri
$41.1M -$1.9M 1 2.26% Reduced
257
Bartlett & Co
Bartlett & Co
Ohio
$40.8M +$388K 1 1.97% Increased
258
Todd Asset Management
Todd Asset Management
Kentucky
$40.7M -$1.89M 1 1.17% Reduced
259
Arizona State Retirement System
Arizona State Retirement System
Arizona
$40.6M -$1.44M 1 0.5% Reduced
260
GA
Geneva Advisors
Illinois
$40.5M +$89.7K 1 0.76% Increased
261
Neuberger Berman Group
Neuberger Berman Group
New York
$40.3M -$11.1M 1 0.04% Reduced
262
QGM
Quality Growth Management
California
$40.1M +$1M 1 32.48% Increased
263
GAI
General American Investors
New York
$40.1M $0 1 3.19% Maintained
264
National Pension Service
National Pension Service
South Korea
$40.1M +$41M 1 0.64% New
265
PWLP
Prio Wealth Limited Partnership
Massachusetts
$40M +$235K 1 2.06% Increased
266
Gotham Asset Management
Gotham Asset Management
New York
$39.8M +$10.9M 2 0.4% Increased
267
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$39.4M +$331K 1 0.84% Increased
268
CPIM
Columbia Partners Investment Management
Virginia
$38.5M -$3.42M 2 1.96% Reduced
269
MSA
Mason Street Advisors
Wisconsin
$38.1M +$2.95M 1 0.3% Increased
270
Analytic Investors
Analytic Investors
California
$38.1M -$2.35M 1 0.54% Reduced
271
PineBridge Investments
PineBridge Investments
New York
$38M +$6.84M 1 1.55% Increased
272
PTC
Philadelphia Trust Company
Pennsylvania
$37.7M -$462K 1 2.34% Reduced
273
Castleark Management
Castleark Management
Illinois
$37.6M -$14.8M 1 1.07% Reduced
274
Check Capital Management
Check Capital Management
California
$37.4M +$1.42M 1 3.5% Increased
275
Country Trust Bank
Country Trust Bank
Illinois
$36.6M +$264K 1 1.88% Increased