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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
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$21.8M -$3.24M 1 0.28% Reduced
252
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$21.6M +$46.4K 2 0.14% Increased
253
Boston Financial Management
Boston Financial Management
Massachusetts
$21.5M -$153K 1 1.18% Reduced
254
SAM
Shell Asset Management
Netherlands
$21.2M -$3.86M 2 0.46% Reduced
255
SRC
Shufro Rose & Co
New York
$21.1M -$332K 1 1.9% Reduced
256
DZ Bank
DZ Bank
Germany
$20.8M +$2M 1 0.05% Increased
257
Shelton Capital Management
Shelton Capital Management
Colorado
$20.6M +$8.63M 1 1.14% Increased
258
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$20.5M -$1.48M 2 0.33% Reduced
259
OC
Oakmont Corp
California
$20.3M -$2.84M 1 3.11% Reduced
260
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$20.3M +$19.2M 1 0.35% New
261
GHA
GW Henssler & Associates
Georgia
$20.2M -$428K 1 1.67% Reduced
262
William Blair & Company
William Blair & Company
Illinois
$20.1M +$1.02M 1 0.1% Increased
263
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$19.8M -$140K 2 0.11% Reduced
264
TCTC Holdings
TCTC Holdings
Texas
$19.4M +$60.6K 1 1% Increased
265
Utah Retirement Systems
Utah Retirement Systems
Utah
$19.2M -$1.1M 1 0.34% Reduced
266
Meyer Handelman Company
Meyer Handelman Company
New York
$19.2M $0 1 0.92% Maintained
267
Advisors Asset Management
Advisors Asset Management
Colorado
$19.1M -$1.76M 1 0.34% Reduced
268
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$18.8M +$17M 1 0.38% Increased
269
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$18.6M -$10.2M 1 0.15% Reduced
270
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$18.2M +$2.99M 1 0.41% Increased
271
Federated Hermes
Federated Hermes
Pennsylvania
$18.2M -$2.52M 2 0.04% Reduced
272
CISOA
Capital Investment Services of America
Wisconsin
$18.1M +$90.5K 1 2.44% Increased
273
Castleark Management
Castleark Management
Illinois
$18.1M -$8.78M 1 0.73% Reduced
274
DJSG
D.J. St. Germain
Massachusetts
$18.1M -$2.66M 1 1.52% Reduced
275
Creative Planning
Creative Planning
Kansas
$18.1M -$624K 1 0.05% Reduced