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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
301
Calamos Advisors
Calamos Advisors
Illinois
$17.2M -$22M 1 0.12% Reduced
302
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$17.1M -$4.44M 2 0.36% Reduced
303
TCW Group
TCW Group
California
$17.1M -$70.7M 1 0.12% Reduced
304
Huntington National Bank
Huntington National Bank
Ohio
$16.9M -$1.64M 2 0.44% Reduced
305
Gofen & Glossberg
Gofen & Glossberg
Illinois
$16.8M -$11.2M 1 0.76% Reduced
306
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.8M +$1.77M 2 0.18% Increased
307
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$16.6M +$73.6K 1 0.41% Increased
308
WBC
Westpac Banking Corp
Australia
$16.5M +$9.48M 1 0.18% Increased
309
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.3M +$16.3M 1 0.13% Increased
310
CEI
Clark Estates Inc
New York
$16.2M $0 1 2.79% Maintained
311
Bridgewater Associates
Bridgewater Associates
Connecticut
$16.2M +$5.04M 1 0.22% Increased
312
FFA
First Foundation Advisors
California
$16.1M -$477K 1 1.32% Reduced
313
CPIM
Columbia Partners Investment Management
Virginia
$16M -$3.07M 2 1.12% Reduced
314
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$16M +$1.44M 1 1.73% Increased
315
DP
Dearborn Partners
Illinois
$15.9M +$737K 1 1.59% Increased
316
MUFG Americas
MUFG Americas
New York
$15.7M -$1.06M 1 0.59% Reduced
317
Utah Retirement Systems
Utah Retirement Systems
Utah
$15.7M +$95.1K 1 0.45% Increased
318
RCM
Riverhead Capital Management
Delaware
$15.6M -$3.76M 1 0.25% Reduced
319
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$15.6M -$1.66M 1 0.15% Reduced
320
MIS
Morningstar Investment Services
Illinois
$15.5M +$3.23M 1 0.66% Increased
321
Old National Bancorp
Old National Bancorp
Indiana
$15.4M -$117K 1 0.94% Reduced
322
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$15.4M -$382K 1 0.13% Reduced
323
PEAK6 Group
PEAK6 Group
Illinois
$15.3M -$471K 2 0.08% Reduced
324
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$15.2M +$1.99M 1 0.33% Increased
325
Sculptor Capital
Sculptor Capital
New York
$15M +$2.49M 1 0.05% Increased