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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
DP
Dearborn Partners
Illinois
$38M +$275K 1 1.8% Increased
277
Oberweis Asset Management
Oberweis Asset Management
Illinois
$37.9M +$240K 1 1.65% Increased
278
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$37.8M +$1.48M 1 0.47% Increased
279
Gotham Asset Management
Gotham Asset Management
New York
$37.7M +$2.95M 1 0.23% Increased
280
Pinnacle Associates
Pinnacle Associates
New York
$37.6M -$6M 2 0.54% Reduced
281
Conning Inc
Conning Inc
Connecticut
$37.4M +$375K 1 1.28% Increased
282
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$37.1M +$7.8M 1 0.3% Increased
283
Midwest Trust
Midwest Trust
Kansas
$36.2M +$33.5M 1 0.5% New
284
Sanctuary Advisors
Sanctuary Advisors
Indiana
$36.1M -$1.94M 1 0.22% Reduced
285
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$36M +$33.2M 1 1.47% Increased
286
Perpetual Ltd
Perpetual Ltd
Australia
$35.9M +$944K 1 0.42% Increased
287
IFM Investors
IFM Investors
Australia
$35.5M +$1.16M 1 0.34% Increased
288
&Partners
&Partners
Tennessee
$35.3M +$8.71M 1 0.27% Increased
289
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$35.2M -$932K 1 0.5% Reduced
290
Tidal Investments
Tidal Investments
Wisconsin
$35.2M -$20.4M 1 0.21% Reduced
291
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$35M -$117K 1 0.35% Reduced
292
Amalgamated Bank
Amalgamated Bank
New York
$34.9M -$3.02M 2 0.27% Reduced
293
GF Fund Management
GF Fund Management
China
$34.8M +$619K 1 0.7% Increased
294
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.8M -$8.12M 2 0.15% Reduced
295
Calamos Advisors
Calamos Advisors
Illinois
$34.4M $0 1 0.14% Maintained
296
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$34.2M +$4.08M 1 0.47% Increased
297
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$33.5M +$544K 1 0.36% Increased
298
JLBC
J.L. Bainbridge & Co
Florida
$33.4M -$409K 1 3.02% Reduced
299
Xponance
Xponance
Pennsylvania
$33.2M -$10.8M 2 0.28% Reduced
300
MAA
Matrix Asset Advisors
New York
$33.1M +$2.51M 1 3.35% Increased