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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
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$34.1M +$24.6M 1 0.68% Increased
277
IFM Investors
IFM Investors
Australia
$33.8M -$253K 1 0.41% Reduced
278
USAA
United Services Automobile Association
Texas
$33.8M +$7.66M 1 0.75% Increased
279
Pinnacle Associates
Pinnacle Associates
New York
$33.7M -$32.9K 2 0.57% Reduced
280
Calamos Advisors
Calamos Advisors
Illinois
$33.6M -$376K 1 0.16% Reduced
281
TPSF
Texas Permanent School Fund
Texas
$33.2M -$98.1K 1 0.29% Reduced
282
Cetera Advisor Networks
Cetera Advisor Networks
California
$33.1M -$419K 1 0.18% Reduced
283
PineBridge Investments
PineBridge Investments
New York
$33M +$20.1M 1 0.3% Increased
284
TCM
Telos Capital Management
California
$32.9M -$382K 1 4.01% Reduced
285
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$32.6M -$2.1M 1 0.53% Reduced
286
APG Asset Management US
APG Asset Management US
New York
$32.3M +$27.7M 1 0.2% New
287
Banco Santander
Banco Santander
Spain
$32.1M +$4.93M 1 0.38% Increased
288
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$31.8M +$8.01M 2 0.21% Increased
289
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$31.8M -$3.6M 1 0.03% Reduced
290
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$31.5M -$1.13M 1 0.5% Reduced
291
FFM
FengHe Fund Management
Singapore
$31.2M +$26.7M 1 5.48% New
292
PDM
Penn Davis McFarland
Texas
$31M -$465K 1 5.27% Reduced
293
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$30.8M +$16.9M 4 0.38% Increased
294
Raymond James Trust
Raymond James Trust
Florida
$30.6M +$253K 1 0.81% Increased
295
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$30.3M -$12.4M 1 0.36% Reduced
296
JLBC
J.L. Bainbridge & Co
Florida
$29.6M -$583K 1 3.62% Reduced
297
Meag Munich Ergo
Meag Munich Ergo
Germany
$29.5M -$8.87M 1 1.12% Reduced
298
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$29.5M -$534K 1 0.13% Reduced
299
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$29.4M -$126K 1 1.15% Reduced
300
MAA
Matrix Asset Advisors
New York
$29.4M -$346K 1 3.74% Reduced