← 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
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$30M -$2.29M 1 0.57% Reduced
277
Tredje AP-fonden
Tredje AP-fonden
Sweden
$30M +$2.77M 1 0.47% Increased
278
SI
Sora Investors
Pennsylvania
$30M +$16.8M 1 8.27% Increased
279
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.9M +$621K 1 0.26% Increased
280
TCM
Telos Capital Management
California
$29.8M -$97.3K 1 4.16% Reduced
281
TPSF
Texas Permanent School Fund
Texas
$29.6M +$9.1M 1 0.29% Increased
282
Eisler Capital (UK)
Eisler Capital (UK)
United Kingdom
$29.5M +$28.7M 1 0.29% New
283
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$29.4M -$497K 1 0.4% Reduced
284
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$28.7M -$112K 1 1.15% Reduced
285
PDM
Penn Davis McFarland
Texas
$28.3M -$124K 1 5.19% Reduced
286
HP
Holowesko Partners
Bahamas
$27.6M +$1.49M 1 14.51% Increased
287
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$27.5M -$3.02M 1 0.13% Reduced
288
IFM Investors
IFM Investors
Australia
$27.2M +$887K 1 0.41% Increased
289
JLBC
J.L. Bainbridge & Co
Florida
$27.2M -$244K 1 3.74% Reduced
290
Dorsal Capital Management
Dorsal Capital Management
California
$27.1M -$856K 1 0.87% Reduced
291
Westfield Capital Management
Westfield Capital Management
Massachusetts
$27.1M +$1.01M 1 0.19% Increased
292
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$26.8M -$160K 1 1.12% Reduced
293
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$26.7M +$2.04M 1 0.72% Increased
294
Pacer Advisors
Pacer Advisors
Pennsylvania
$26.7M +$21.3M 2 0.11% Increased
295
Raymond James Trust
Raymond James Trust
Florida
$26.6M +$480K 1 0.84% Increased
296
Two Sigma Advisers
Two Sigma Advisers
New York
$26.4M +$484K 2 0.07% Increased
297
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$25.7M -$1.12M 1 0.32% Reduced
298
OC
Oakmont Corp
California
$25.7M $0 1 3.44% Maintained
299
Utah Retirement Systems
Utah Retirement Systems
Utah
$25.5M +$74.6K 1 0.37% Increased
300
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$25.4M +$2.26M 1 0.54% Increased