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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
AGA
Altrinsic Global Advisors
Connecticut
$31.1M -$30.5M 1 1.14% Reduced
252
TPSF
Texas Permanent School Fund
Texas
$31.1M -$1.38M 1 0.42% Reduced
253
RNC Capital Management
RNC Capital Management
California
$31M +$7.56M 1 2.76% Increased
254
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.8M +$11M 2 0.14% Increased
255
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$30.8M -$103K 1 0.5% Reduced
256
OI
Oakbrook Investments
Illinois
$30.2M -$3.75M 1 1.85% Reduced
257
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$29.9M +$3.77M 2 0.75% Increased
258
ProShare Advisors
ProShare Advisors
Maryland
$29.7M -$14.1M 2 0.42% Reduced
259
HM Payson & Co
HM Payson & Co
Maine
$29.7M +$5.05M 1 1.45% Increased
260
ORIO
Old Republic International (ORI)
Illinois
$29.4M $0 1 1.27% Maintained
261
Cincinnati Insurance
Cincinnati Insurance
Ohio
$29.3M $0 1 0.95% Maintained
262
BA
Boston Advisors
Massachusetts
$29.3M +$272K 1 0.72% Increased
263
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$29.1M -$17.9M 1 0.61% Reduced
264
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$28.8M +$1.22M 1 0.58% Increased
265
WBC
Westpac Banking Corp
Australia
$28M +$4.34M 1 0.3% Increased
266
SL
Summitry LLC
California
$27.7M -$353K 1 2.78% Reduced
267
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$27.5M +$12.4M 2 0.25% Increased
268
Citadel Advisors
Citadel Advisors
Florida
$27.1M -$51.7M 1 0.03% Reduced
269
EWM
Endurance Wealth Management
Rhode Island
$26.9M -$530K 1 4.83% Reduced
270
GAI
General American Investors
New York
$26.8M -$4.26M 1 2.74% Reduced
271
Comerica Bank
Comerica Bank
Texas
$26.8M +$40.5K 1 0.23% Increased
272
IAM
Impax Asset Management
New Hampshire
$26.7M -$272K 1 1.53% Reduced
273
FCM
Fairbanks Capital Management
California
$26.3M +$82.3K 1 28.39% Increased
274
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$25.8M -$240K 1 0.54% Reduced
275
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$25.4M +$1.22M 2 0.2% Increased