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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
Mutual of America Capital Management
Mutual of America Capital Management
New York
$20.9M -$2.58M 2 0.42% Reduced
302
PIA
Piedmont Investment Advisors
North Carolina
$20.7M -$1.9M 1 0.45% Reduced
303
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$20.7M +$4.52M 2 0.22% Increased
304
KBC Group
KBC Group
Belgium
$20.6M +$715K 1 0.24% Increased
305
Lazard Asset Management
Lazard Asset Management
New York
$20.6M -$12.7M 1 0.04% Reduced
306
JVBC
J.V. Bruni & Co
Colorado
$20.6M +$3.09M 1 3.97% Increased
307
QF
QVT Financial
New York
$20.3M +$17.3M 1 0.77% New
308
Profund Advisors
Profund Advisors
Maryland
$20M +$9.97M 1 0.95% Increased
309
GH
GAM Holding
Switzerland
$19.7M -$14.3M 1 0.35% Reduced
310
PR
Payden & Rygel
California
$19.7M +$4.76M 1 1.97% Increased
311
Cohen & Steers
Cohen & Steers
New York
$19.6M -$1.16M 1 0.05% Reduced
312
Oppenheimer & Co
Oppenheimer & Co
New York
$19.4M +$3.03M 2 0.57% Increased
313
Meyer Handelman Company
Meyer Handelman Company
New York
$19.4M +$243K 1 0.87% Increased
314
DJSG
D.J. St. Germain
Massachusetts
$19.3M +$82.7K 1 2.69% Increased
315
Suntrust Banks
Suntrust Banks
Georgia
$19.1M +$586K 1 0.12% Increased
316
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$19.1M -$1.7M 1 0.3% Reduced
317
WI
Wafra Inc
New York
$19.1M +$16.4M 1 1.42% Increased
318
MAA
Matrix Asset Advisors
New York
$19.1M +$255K 1 3.36% Increased
319
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$19M -$404K 1 1.28% Reduced
320
Advisors Capital Management
Advisors Capital Management
New Jersey
$19M +$311K 1 1.85% Increased
321
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$18.8M +$11M 1 0.14% Increased
322
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$18.8M $0 1 0.34% Maintained
323
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$18.6M -$29M 1 0.18% Reduced
324
Old National Bancorp
Old National Bancorp
Indiana
$18.6M -$1.54M 1 1.06% Reduced
325
Utah Retirement Systems
Utah Retirement Systems
Utah
$18.4M $0 1 0.48% Maintained