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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
Comerica Bank
Comerica Bank
Texas
$22.9M +$116K 1 0.19% Increased
302
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$22.8M $0 1 0.43% Maintained
303
OC
Oakmont Corp
California
$22.7M +$124K 1 3.55% Increased
304
Utah Retirement Systems
Utah Retirement Systems
Utah
$22.7M +$137K 1 0.38% Increased
305
Verition Fund Management
Verition Fund Management
Connecticut
$22.6M +$16.7M 3 0.25% Increased
306
Cerity Partners
Cerity Partners
New York
$22.6M -$1.32M 2 0.27% Reduced
307
Advisors Asset Management
Advisors Asset Management
Colorado
$22.6M -$1.69M 2 0.45% Reduced
308
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$22.4M +$27.2M 1 0.57% New
309
New York Life Investment Management
New York Life Investment Management
New York
$22.4M -$93.6K 1 0.27% Reduced
310
Mercer Global Advisors
Mercer Global Advisors
Colorado
$22.3M +$3.09M 1 0.13% Increased
311
USAA
United Services Automobile Association
Texas
$22.1M +$180K 1 0.62% Increased
312
IFM Investors
IFM Investors
Australia
$21.9M +$341K 1 0.4% Increased
313
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$21.8M +$988K 2 0.13% Increased
314
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$21.8M -$25.4M 1 0.34% Reduced
315
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$21.5M -$613K 1 1.03% Reduced
316
MAA
Matrix Asset Advisors
New York
$21.3M -$981K 1 3.48% Reduced
317
MUFG Americas
MUFG Americas
New York
$21.1M +$7.83K 1 0.52% Increased
318
CAM
ClariVest Asset Management
California
$20.9M -$1.24M 1 1.01% Reduced
319
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$20.7M +$3.52M 1 1.03% Increased
320
CISOA
Capital Investment Services of America
Wisconsin
$20.6M -$110K 1 2.8% Reduced
321
Wolverine Trading
Wolverine Trading
Illinois
$20.4M -$8.01M 2 0.03% Reduced
322
Hancock Whitney
Hancock Whitney
Mississippi
$20.3M -$649K 1 0.87% Reduced
323
Destination Wealth Management
Destination Wealth Management
California
$20.2M +$279K 1 0.85% Increased
324
Park National Corp
Park National Corp
Ohio
$20.2M +$2.07M 1 1.01% Increased
325
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.1M -$3.82M 1 0.12% Reduced