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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
276
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$26.9M -$4.22M 1 0.15% Reduced
277
OC
Oakmont Corp
California
$26.7M $0 1 2.35% Maintained
278
MIM
Marco Investment Management
Georgia
$26.6M +$4.25M 1 3.47% Increased
279
Raymond James Trust
Raymond James Trust
Florida
$26.4M -$1.27M 1 0.92% Reduced
280
Xponance
Xponance
Pennsylvania
$26.4M -$1.73K 1 0.56% Reduced
281
GIM
Greylin Investment Management
Virginia
$26.4M -$2.23M 1 5.5% Reduced
282
USS Investment Management
USS Investment Management
United Kingdom
$26.3M $0 1 0.23% Maintained
283
USAA
United Services Automobile Association
Texas
$26.3M $0 1 0.48% Maintained
284
Rathbones Group
Rathbones Group
United Kingdom
$26.2M +$10.2M 1 0.34% Increased
285
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$26.2M -$2.75M 2 0.32% Reduced
286
JLBC
J.L. Bainbridge & Co
Florida
$26M +$1.37M 1 3.43% Increased
287
PVH
Psagot Value Holdings
Israel
$25.8M +$25.1M 1 0.58% Increased
288
KC
KCL Capital
New York
$25.6M +$2.77M 1 2.39% Increased
289
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$25.4M +$6.53M 1 0.25% Increased
290
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$25.4M -$6.36M 2 0.45% Reduced
291
Gabelli Funds
Gabelli Funds
New York
$25.4M -$11.4M 1 0.17% Reduced
292
Hancock Whitney
Hancock Whitney
Mississippi
$25.3M -$1.73M 1 0.86% Reduced
293
NCA
Newbrook Capital Advisors
New York
$25.3M +$27.5M 1 1.73% New
294
TPSF
Texas Permanent School Fund
Texas
$25.2M -$1.4M 1 0.31% Reduced
295
GW&K Investment Management
GW&K Investment Management
Massachusetts
$25.1M +$1.9M 1 0.23% Increased
296
CISOA
Capital Investment Services of America
Wisconsin
$25.1M -$786K 1 2.59% Reduced
297
BAM
Berkshire Asset Management
Pennsylvania
$25.1M -$1.98M 1 1.86% Reduced
298
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.9M -$4.53M 1 0.16% Reduced
299
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$24.6M -$750K 1 0.18% Reduced
300
River Road Asset Management
River Road Asset Management
Kentucky
$24.6M -$2.12M 1 0.3% Reduced