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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
PR
Payden & Rygel
California
$41.6M +$6.34M 1 2.13% Increased
252
Gabelli Funds
Gabelli Funds
New York
$41.2M +$16.4M 1 0.29% Increased
253
APC
Alta Park Capital
California
$40.9M -$320K 1 3.45% Reduced
254
Manning & Napier Group
Manning & Napier Group
New York
$40M -$406K 1 0.37% Reduced
255
MAI Capital Management
MAI Capital Management
Ohio
$40M +$218K 1 1% Increased
256
PDM
Penn Davis McFarland
Texas
$39.7M -$744K 1 8.51% Reduced
257
Vident Investment Advisory
Vident Investment Advisory
Georgia
$39.7M -$5.42M 2 1.62% Reduced
258
TI
Think Investments
California
$39.7M -$6.96M 1 6.04% Reduced
259
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$39.2M +$179K 1 0.8% Increased
260
TCTC Holdings
TCTC Holdings
Texas
$39.2M +$38.3K 1 2.1% Increased
261
Welch Group
Welch Group
Alabama
$39M -$621K 1 3.13% Reduced
262
Comerica Bank
Comerica Bank
Texas
$38.5M -$1.19M 1 0.24% Reduced
263
Becker Capital Management
Becker Capital Management
Oregon
$38.4M -$7.18M 1 1.9% Reduced
264
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$38.4M -$2.97M 1 0.5% Reduced
265
PineBridge Investments
PineBridge Investments
New York
$38.2M -$3.6M 1 0.59% Reduced
266
Waverton Investment Management
Waverton Investment Management
United Kingdom
$38M +$34.7M 1 1.75% New
267
Vontobel Holding
Vontobel Holding
Switzerland
$37.5M +$35.5M 1 0.25% New
268
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$37.3M +$21.4M 1 0.49% Increased
269
PEAK6 Investments
PEAK6 Investments
Illinois
$36.7M +$21.3M 2 0.08% Increased
270
Calamos Advisors
Calamos Advisors
Illinois
$36.3M -$1.04M 1 0.21% Reduced
271
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$36.3M -$780K 1 0.49% Reduced
272
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$36M +$27.6M 2 0.73% New
273
Creative Planning
Creative Planning
Kansas
$35.8M +$3.62M 1 0.08% Increased
274
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$35.8M +$5.48M 2 0.78% Increased
275
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$35.3M +$3.83M 1 0.21% Increased