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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
CF
Cypress Funds
California
$35.2M $0 1 4.42% Maintained
252
Allspring Global Investments
Allspring Global Investments
North Carolina
$34.8M -$50.3M 2 0.06% Reduced
253
Becker Capital Management
Becker Capital Management
Oregon
$33.9M +$714K 1 1.28% Increased
254
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$33.8M +$1.74M 1 0.73% Increased
255
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$33M -$4.92M 1 0.39% Reduced
256
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$32.5M +$11.8M 1 0.42% Increased
257
Meag Munich Ergo
Meag Munich Ergo
Germany
$32.4M -$393K 1 1.41% Reduced
258
Vontobel Holding
Vontobel Holding
Switzerland
$32.3M -$4.07M 1 0.28% Reduced
259
TI
Think Investments
California
$32M $0 1 7.01% Maintained
260
TCTC Holdings
TCTC Holdings
Texas
$31.9M +$487K 1 1.27% Increased
261
MIM
Marco Investment Management
Georgia
$31.8M +$158K 1 3.43% Increased
262
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31.7M -$256K 1 0.34% Reduced
263
MML Investors Services
MML Investors Services
Massachusetts
$31.6M +$11.1M 1 0.17% Increased
264
FLII
First Long Island Investors
New York
$31.5M +$122K 1 3.03% Increased
265
USS Investment Management
USS Investment Management
United Kingdom
$31.3M +$700K 1 0.37% Increased
266
SFA
Spectrum Financial Alliance
Kentucky
$31.1M -$563K 1 14.8% Reduced
267
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$30.9M -$10.3M 1 0.37% Reduced
268
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$30.7M -$22.7M 1 0.13% Reduced
269
FCI
Financial Counselors Inc
Kansas
$30.6M +$384K 1 0.62% Increased
270
MPMG
Minneapolis Portfolio Management Group
Minnesota
$30.5M -$981K 1 4.04% Reduced
271
Mercer Global Advisors
Mercer Global Advisors
Colorado
$30.2M -$75.2K 1 0.12% Reduced
272
M&G Investment Management
M&G Investment Management
United Kingdom
$30M -$457K 1 0.12% Reduced
273
Voloridge Investment Management
Voloridge Investment Management
Florida
$29.9M -$8.82M 2 0.14% Reduced
274
Xponance
Xponance
Pennsylvania
$29.8M -$859K 1 0.4% Reduced
275
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$29.2M +$538K 1 0.5% Increased