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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
GAMH
Greenwoods Asset Management (HK)
Hong Kong
$26M -$26.7M 1 1.02% Reduced
277
River Road Asset Management
River Road Asset Management
Kentucky
$25.8M +$74.7K 1 0.37% Increased
278
Cetera Advisor Networks
Cetera Advisor Networks
California
$25.8M +$793K 1 0.16% Increased
279
TPSF
Texas Permanent School Fund
Texas
$25.6M -$348K 1 0.25% Reduced
280
TCM
Telos Capital Management
California
$25.6M -$809K 1 3.56% Reduced
281
CF
Cypress Funds
California
$25.4M -$7.69M 1 3.42% Reduced
282
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$25.2M -$1.8M 1 0.44% Reduced
283
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.9M +$3.49M 1 0.21% Increased
284
Man Group
Man Group
United Kingdom
$24.9M -$26.3M 0 – Closed
285
Penserra Capital Management
Penserra Capital Management
California
$24.8M +$14.2M 2 0.51% Increased
286
PDM
Penn Davis McFarland
Texas
$24.2M -$357K 1 4.24% Reduced
287
Raymond James Trust
Raymond James Trust
Florida
$23.3M +$35.5K 1 0.69% Increased
288
JLBC
J.L. Bainbridge & Co
Florida
$23.2M -$323K 1 3.11% Reduced
289
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$23.2M -$1.16M 1 0.11% Reduced
290
Shelton Capital Management
Shelton Capital Management
Colorado
$23.1M +$3.06M 1 0.85% Increased
291
MAA
Matrix Asset Advisors
New York
$22.9M +$334K 1 3.26% Increased
292
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$22.7M -$507K 1 0.95% Reduced
293
NFT
Nan Fung Trinity
Hong Kong
$22.5M +$11.1M 1 4.06% Increased
294
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$22.2M +$52.8K 1 0.57% Increased
295
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$22.1M +$8.27M 2 0.05% Increased
296
MIM
Marco Investment Management
Georgia
$21.9M -$8.11M 1 2.52% Reduced
297
FLII
First Long Island Investors
New York
$21.7M -$8.04M 1 2.1% Reduced
298
GTS Securities
GTS Securities
Florida
$21.7M +$5.09M 2 0.04% Increased
299
Czech National Bank
Czech National Bank
Czech Republic
$21.7M +$7.33M 1 0.34% Increased
300
Utah Retirement Systems
Utah Retirement Systems
Utah
$21.4M +$92.8K 1 0.31% Increased