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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
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$32.6M -$897K 1 0.45% Reduced
252
Advisors Capital Management
Advisors Capital Management
New Jersey
$32.5M -$5.08M 1 1.14% Reduced
253
Calamos Advisors
Calamos Advisors
Illinois
$32.4M +$794K 1 0.18% Increased
254
CIBC World Markets
CIBC World Markets
New York
$32.2M -$45.6M 1 0.2% Reduced
255
Vontobel Holding
Vontobel Holding
Switzerland
$31.6M -$2.3M 1 0.23% Reduced
256
Acadian Asset Management
Acadian Asset Management
Massachusetts
$31M -$23.7M 3 0.12% Reduced
257
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$30.5M -$1.17M 1 0.39% Reduced
258
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$30.2M +$1.22M 1 0.13% Increased
259
Swedbank
Swedbank
Sweden
$30.2M +$32.9M 1 0.06% New
260
SFG
Sather Financial Group
Texas
$30.1M +$155K 1 3.51% Increased
261
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$29.3M +$222K 1 0.64% Increased
262
Twin Tree Management
Twin Tree Management
Texas
$29.2M +$21.3M 1 0.11% Increased
263
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$29.2M -$236K 1 1.2% Reduced
264
Utah Retirement Systems
Utah Retirement Systems
Utah
$28.7M -$1.37M 1 0.4% Reduced
265
TCM
Telos Capital Management
California
$28.4M +$229K 1 4.07% Increased
266
TI
Think Investments
California
$28.3M -$6.75M 1 4.82% Reduced
267
SFA
Spectrum Financial Alliance
Kentucky
$28.2M +$410K 1 14.11% Increased
268
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$28.1M -$35.5M 1 0.06% Reduced
269
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$27.9M +$1.4M 1 1.71% Increased
270
SG Americas Securities
SG Americas Securities
New York
$27.7M -$21.6M 2 0.15% Reduced
271
Första AP-fonden
Första AP-fonden
Sweden
$27.6M +$2.68M 1 0.39% Increased
272
PR
Payden & Rygel
California
$27.6M -$9.34M 1 1.28% Reduced
273
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$27.3M +$2.39M 2 0.3% Increased
274
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$27.2M -$166K 2 0.13% Reduced
275
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$26.9M -$1.6M 2 0.4% Reduced