← All themes Artificial Intelligence

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
TPSF
Texas Permanent School Fund
Texas
$30.4M -$1.77M 1 0.38% Reduced
302
Xponance
Xponance
Pennsylvania
$30.3M +$336K 1 0.66% Increased
303
USS Investment Management
USS Investment Management
United Kingdom
$30.2M -$2.59M 1 0.27% Reduced
304
USAA
United Services Automobile Association
Texas
$30.2M +$1.65M 1 0.51% Increased
305
CISOA
Capital Investment Services of America
Wisconsin
$29.7M +$92.6K 1 3.1% Increased
306
GHA
GW Henssler & Associates
Georgia
$29.6M -$550K 1 2.26% Reduced
307
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$29.6M -$13.3M 2 0.4% Reduced
308
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$29.1M -$610K 1 0.2% Reduced
309
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$28.9M +$99.9K 1 0.38% Increased
310
Första AP-fonden
Första AP-fonden
Sweden
$28.9M +$5.31M 1 0.44% Increased
311
Tredje AP-fonden
Tredje AP-fonden
Sweden
$28.7M +$11.1M 1 0.74% Increased
312
Destination Wealth Management
Destination Wealth Management
California
$28.5M -$2.02M 1 1.24% Reduced
313
JLBC
J.L. Bainbridge & Co
Florida
$28.4M +$446K 1 4% Increased
314
TCW Group
TCW Group
California
$28.2M -$7.98M 1 0.25% Reduced
315
Group One Trading
Group One Trading
Illinois
$28.1M +$22.8M 2 0.05% Increased
316
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$28M +$3.27M 1 0.06% Increased
317
Nomura Holdings
Nomura Holdings
Japan
$27.7M +$15.9M 1 0.05% Increased
318
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$27.6M +$2.33M 1 1.25% Increased
319
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$27.4M +$14M 1 0.29% Increased
320
GW&K Investment Management
GW&K Investment Management
Massachusetts
$26.9M +$1.49M 1 0.28% Increased
321
MAM
Mark Asset Management
New York
$26.9M +$2.2M 1 3.22% Increased
322
KeyBank National Association
KeyBank National Association
Ohio
$26.1M -$503K 1 0.13% Reduced
323
MIM
Marco Investment Management
Georgia
$26.1M -$167K 1 3.75% Reduced
324
MIG
McGuire Investment Group
Rhode Island
$26M -$343K 1 6.43% Reduced
325
FFA
First Foundation Advisors
California
$25.9M +$210K 1 1.15% Increased