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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
CAM
ClariVest Asset Management
California
$31M +$1.36M 1 1.22% Increased
302
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$30.9M +$4.51M 2 0.62% Increased
303
PR
Payden & Rygel
California
$30.8M +$32.9M 1 1.55% Increased
304
Utah Retirement Systems
Utah Retirement Systems
Utah
$30.8M -$554K 1 0.41% Reduced
305
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$30.8M -$607K 1 0.46% Reduced
306
Shelton Capital Management
Shelton Capital Management
Colorado
$30.7M +$635K 1 1.13% Increased
307
OC
Oakmont Corp
California
$30.6M $0 1 2.78% Maintained
308
Raymond James Trust
Raymond James Trust
Florida
$29.9M +$696K 1 0.92% Increased
309
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$29.5M +$1.47M 1 1.08% Increased
310
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.5M +$608K 1 0.42% Increased
311
Hancock Whitney
Hancock Whitney
Mississippi
$28.9M -$311K 1 0.98% Reduced
312
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28.9M +$14M 2 0.09% Increased
313
MUFG Americas
MUFG Americas
New York
$28.6M +$1.01M 1 0.56% Increased
314
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$28.6M -$1.82M 2 0.13% Reduced
315
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$28.6M -$9.34M 1 0.66% Reduced
316
Yousif Capital Management
Yousif Capital Management
Michigan
$28.4M +$47.8K 1 0.31% Increased
317
Advisors Capital Management
Advisors Capital Management
New Jersey
$28.1M -$5.23M 1 0.77% Reduced
318
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$28.1M +$10.2M 2 0.19% Increased
319
Mutual of America Capital Management
Mutual of America Capital Management
New York
$27.9M +$4.56M 2 0.3% Increased
320
M&G Investment Management
M&G Investment Management
United Kingdom
$27.7M +$4.56M 1 0.05% Increased
321
MAA
Matrix Asset Advisors
New York
$27.7M +$3.07M 1 3.72% Increased
322
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$27.7M +$16.5M 1 0.4% Increased
323
Rathbones Group
Rathbones Group
United Kingdom
$27.6M +$962K 1 0.28% Increased
324
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$27.4M -$3.4M 2 0.33% Reduced
325
KC
KCL Capital
New York
$27.3M -$5.1M 1 5.11% Reduced