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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
Xponance
Xponance
Pennsylvania
$28.8M -$3.72M 1 0.58% Reduced
277
PDM
Penn Davis McFarland
Texas
$28.7M -$467K 1 5.39% Reduced
278
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$28.6M -$12.9K 1 1.31% Reduced
279
AE Wealth Management
AE Wealth Management
Kansas
$28.5M +$6.89M 1 0.23% Increased
280
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$28.4M -$491K 1 0.64% Reduced
281
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$27.9M -$2.03M 1 0.45% Reduced
282
TCM
Telos Capital Management
California
$27.9M -$18.2K 1 4.26% Reduced
283
WBC
Westpac Banking Corp
Australia
$27.8M +$7.16M 1 0.36% Increased
284
PR
Payden & Rygel
California
$27.3M +$1.7M 1 1.64% Increased
285
CIBC World Markets
CIBC World Markets
New York
$27.2M +$15.1M 1 0.26% Increased
286
Advisors Asset Management
Advisors Asset Management
Colorado
$27.1M -$1.34M 2 0.49% Reduced
287
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$27M +$1.1M 1 1.17% Increased
288
Glenmede Trust
Glenmede Trust
Pennsylvania
$27M -$368K 2 0.16% Reduced
289
JLBC
J.L. Bainbridge & Co
Florida
$27M +$395K 1 4.02% Increased
290
Cerity Partners
Cerity Partners
New York
$26.6M +$114K 2 0.29% Increased
291
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$26.5M +$14.4M 1 0.62% Increased
292
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.3M +$14M 1 0.14% Increased
293
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$26.2M +$30.6K 1 0.47% Increased
294
Optiver Holding
Optiver Holding
Netherlands
$26.2M -$9.08M 1 0.03% Reduced
295
Saba Capital Management
Saba Capital Management
New York
$26.2M +$7.02M 1 0.31% Increased
296
OC
Oakmont Corp
California
$25.6M -$2.99K 1 3.53% Reduced
297
Shelton Capital Management
Shelton Capital Management
Colorado
$25.6M -$123K 1 1.15% Reduced
298
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$25.6M +$972K 1 0.41% Increased
299
Utah Retirement Systems
Utah Retirement Systems
Utah
$25.5M -$204K 1 0.41% Reduced
300
MML Investors Services
MML Investors Services
Massachusetts
$25.5M +$5.13M 1 0.19% Increased