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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
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$19.7M -$1.3M 1 0.43% Reduced
252
SEI Investments
SEI Investments
Pennsylvania
$19.6M -$1.58M 2 0.07% Reduced
253
Cohen & Steers
Cohen & Steers
New York
$19.5M +$7.54M 1 0.06% Increased
254
DWM
Doyle Wealth Management
Florida
$19.4M +$465K 1 3.21% Increased
255
Advisors Asset Management
Advisors Asset Management
Colorado
$19.1M +$564K 2 0.32% Increased
256
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$19M $0 2 0.26% Maintained
257
SIM
Sprucegrove Investment Management
Ontario, Canada
$18.9M +$2.07M 1 1.27% Increased
258
NSLI
Nan Shan Life Insurance
Taiwan
$18.9M -$9.59M 1 0.43% Reduced
259
GAI
General American Investors
New York
$18.8M $0 1 1.71% Maintained
260
SG Americas Securities
SG Americas Securities
New York
$18.8M +$9.08M 2 0.17% Increased
261
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$18.7M -$531K 2 0.12% Reduced
262
Group One Trading
Group One Trading
Illinois
$18.6M -$8.98M 1 0.16% Reduced
263
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$17.9M +$182K 2 0.16% Increased
264
R.M. Davis Inc
R.M. Davis Inc
Maine
$17.8M -$346K 1 0.69% Reduced
265
RA
RiverPark Advisors
New York
$17.6M $0 1 3.55% Maintained
266
HM Payson & Co
HM Payson & Co
Maine
$17.5M -$7.97M 1 0.75% Reduced
267
Gotham Asset Management
Gotham Asset Management
New York
$17.5M -$15.8M 1 0.25% Reduced
268
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$17.2M -$1.96M 1 0.16% Reduced
269
Nuveen
Nuveen
North Carolina
$17M -$513K 1 0.11% Reduced
270
Candriam SCA
Candriam SCA
Luxembourg
$16.9M +$2.08M 2 0.27% Increased
271
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$16.4M +$566K 2 0.35% Increased
272
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$16.3M +$639K 1 0.91% Increased
273
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$16.3M +$5.31M 1 0.14% Increased
274
TPCM
Tide Point Capital Management
Connecticut
$16.3M -$3.5M 1 1.91% Reduced
275
SRC
Shufro Rose & Co
New York
$16.2M +$129K 1 1.55% Increased