← All themes Artificial Intelligence

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
276
IRF
IBM Retirement Fund
New York
$18.3M -$1.61M 1 0.35% Reduced
277
ORIO
Old Republic International (ORI)
Illinois
$18.3M +$9.02M 1 0.98% Increased
278
CCM
Cadian Capital Management
New York
$17.9M -$28.2M 1 0.64% Reduced
279
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$17.5M +$1.76M 2 0.33% Increased
280
R.M. Davis Inc
R.M. Davis Inc
Maine
$17.5M -$7.21M 1 0.9% Reduced
281
FMW
Farr Miller & Washington
District of Columbia
$17.5M -$339K 1 2.08% Reduced
282
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$17.3M -$4.93M 2 0.22% Reduced
283
Welch & Forbes
Welch & Forbes
Massachusetts
$17.1M -$2.45M 1 0.55% Reduced
284
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$17.1M +$2.09M 1 0.14% Increased
285
Calamos Advisors
Calamos Advisors
Illinois
$17.1M +$1.24M 1 0.11% Increased
286
Scotia Capital
Scotia Capital
Ontario, Canada
$17M +$7.49M 2 0.38% Increased
287
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$16.8M -$1.27M 1 0.42% Reduced
288
PIA
Piedmont Investment Advisors
North Carolina
$16.6M -$1.33M 1 0.35% Reduced
289
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$16.5M +$1.13M 1 0.39% Increased
290
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.4M +$744K 2 0.16% Increased
291
CAM
Coronation Asset Management
South Africa
$16.4M -$127K 1 0.77% Reduced
292
AQR Capital Management
AQR Capital Management
Connecticut
$16.2M +$8.1M 2 0.03% Increased
293
Sculptor Capital
Sculptor Capital
New York
$16.2M +$1.87M 2 0.09% Increased
294
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$15.9M -$532K 1 0.42% Reduced
295
CCM
Compass Capital Management
Minnesota
$15.8M +$2.86M 1 3.34% Increased
296
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.6M -$35M 1 0.39% Reduced
297
BKBG
BHF Kleinwort Benson Group
Belgium
$15.6M +$16.6M 1 0.36% New
298
Riverbridge Partners
Riverbridge Partners
Minnesota
$15.4M -$2.07M 1 0.32% Reduced
299
NAM
North American Management
Massachusetts
$15.4M +$6.7M 1 2.47% Increased
300
FFA
First Foundation Advisors
California
$15.3M +$355K 2 1.05% Increased