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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
Glenmede Trust
Glenmede Trust
Pennsylvania
$25.3M -$1.02M 2 0.14% Reduced
302
MAA
Matrix Asset Advisors
New York
$25.3M +$196K 1 3.66% Increased
303
Park National Corp
Park National Corp
Ohio
$25.3M -$743K 1 1.13% Reduced
304
Cartenna Capital
Cartenna Capital
Connecticut
$24.9M -$11.2M 1 3.03% Reduced
305
CIBC World Markets
CIBC World Markets
New York
$24.5M -$40.7M 1 0.4% Reduced
306
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.4M -$1.12M 1 0.18% Reduced
307
Cetera Advisor Networks
Cetera Advisor Networks
California
$24.3M +$195K 1 0.18% Increased
308
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.1M -$58.1K 1 0.21% Reduced
309
Shelton Capital Management
Shelton Capital Management
Colorado
$23.9M +$21.2M 1 1% Increased
310
Advisors Asset Management
Advisors Asset Management
Colorado
$23.8M -$824K 2 0.48% Reduced
311
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$23.7M -$959K 2 0.12% Reduced
312
PineBridge Investments
PineBridge Investments
New York
$23.7M -$11.9M 1 0.27% Reduced
313
PWAG
Polaris Wealth Advisory Group
California
$23.5M -$9.53M 1 1.73% Reduced
314
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$23.4M $0 1 1.05% Maintained
315
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$23.3M +$689K 1 0.93% Increased
316
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$23.2M +$22.6M 1 0.48% New
317
Destination Wealth Management
Destination Wealth Management
California
$23.2M +$379K 1 0.88% Increased
318
CISOA
Capital Investment Services of America
Wisconsin
$23M -$116K 1 2.77% Reduced
319
New York Life Investment Management
New York Life Investment Management
New York
$22.7M -$2.45M 1 0.25% Reduced
320
CAM
ClariVest Asset Management
California
$22.3M -$696K 1 1% Reduced
321
GIP
Greatmark Investment Partners
Georgia
$22.2M -$536K 1 3.95% Reduced
322
ELC
Edgar Lomax Company
Virginia
$21.9M +$21.4M 1 1.41% New
323
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$21.9M -$3.73M 1 0.46% Reduced
324
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$21.8M -$1.45M 1 0.27% Reduced
325
Yousif Capital Management
Yousif Capital Management
Michigan
$21.5M -$1.04M 1 0.28% Reduced