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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
Becker Capital Management
Becker Capital Management
Oregon
$36.3M +$757K 1 1.54% Increased
252
SFG
Sather Financial Group
Texas
$35.3M +$2.68M 1 3.71% Increased
253
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$35M -$119K 1 0.44% Reduced
254
Advisors Capital Management
Advisors Capital Management
New Jersey
$34.7M -$345K 1 1.1% Reduced
255
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$34.6M -$11.7M 2 0.42% Reduced
256
SHCM
Shelter Haven Capital Management
New Jersey
$34.6M +$32.7M 1 11.33% New
257
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$33.7M +$1M 1 0.14% Increased
258
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$33.7M +$15.7M 1 0.27% Increased
259
Comerica Bank
Comerica Bank
Texas
$33.5M -$952K 2 0.2% Reduced
260
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$33M -$77.6M 1 0.07% Reduced
261
FLII
First Long Island Investors
New York
$32.3M -$2.91M 1 2.76% Reduced
262
USAA
United Services Automobile Association
Texas
$32.1M +$3.56M 1 0.59% Increased
263
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$32.1M +$20.8M 1 0.96% Increased
264
Första AP-fonden
Första AP-fonden
Sweden
$32M +$2.12M 1 0.38% Increased
265
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$31.9M +$260K 1 0.64% Increased
266
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$31.9M -$700K 1 1.21% Reduced
267
Creative Planning
Creative Planning
Kansas
$31.8M -$5.14M 1 0.06% Reduced
268
TCM
Telos Capital Management
California
$31.8M +$1.11M 1 4.2% Increased
269
SFA
Spectrum Financial Alliance
Kentucky
$31.4M +$953K 1 14.64% Increased
270
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$31.1M -$1.66M 1 0.38% Reduced
271
Squarepoint
Squarepoint
New York
$31M -$16.8M 3 0.12% Reduced
272
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$30.7M +$636K 1 1.69% Increased
273
Utah Retirement Systems
Utah Retirement Systems
Utah
$30.7M -$162K 1 0.4% Reduced
274
TI
Think Investments
California
$30.6M $0 1 4.01% Maintained
275
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$30M +$3.31M 1 0.18% Increased