← 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	JLBC J.L. Bainbridge & Co Sarasota, Florida	$25.2M	-$134K	1	3.15%	Reduced
302	Raymond James Trust St. Petersburg, Florida	$24.9M	+$103K	1	0.72%	Increased
303	Clifford Swan Investment Counsel Pasadena, California	$24.9M	-$165K	1	1%	Reduced
304	Rokos Capital Management (UK) London, United Kingdom	$24.4M	+$21.5M	1	0.24%	New
305	MAA Matrix Asset Advisors White Plains, New York	$24.2M	+$559K	1	3.33%	Increased
306	OC Oakmont Corp Los Angeles, California	$23.9M	$0	1	3.06%	Maintained
307	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$23.7M	-$1.13M	1	0.59%	Reduced
308	Oregon Public Employees Retirement Fund Tigard, Oregon	$23.7M	-$283K	1	0.28%	Reduced
309	Polar Asset Management Partners Toronto, Ontario, Canada	$23.5M	+$5.37M	2	0.42%	Increased
310	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$23.1M	+$605K	1	0.18%	Increased
311	Utah Retirement Systems Salt Lake City, Utah	$22.8M	-$931K	1	0.32%	Reduced
312	UniSuper Management Melbourne, Victoria, Australia	$22.5M	+$21.8M	1	0.26%	New
313	Aquatic Capital Management Chicago, Illinois	$22.4M	+$5.78M	1	1.21%	Increased
314	DP DDD Partners Bellevue, Washington	$22.3M	+$3.74M	1	3.08%	Increased
315	Destination Wealth Management Walnut Creek, California	$21.9M	+$280K	1	0.82%	Increased
316	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$21.7M	+$288K	1	2.37%	Increased
317	Public Employees Retirement Association of Colorado Denver, Colorado	$21.6M	-$534K	2	0.1%	Reduced
318	Shelton Capital Management Denver, Colorado	$21.6M	-$688K	1	0.78%	Reduced
319	Carnegie Investment Counsel Pepper Pike, Ohio	$21.5M	-$251K	1	0.79%	Reduced
320	GIP Greatmark Investment Partners Columbus, Georgia	$21.3M	+$560K	1	3.58%	Increased
321	CI Investments Inc Toronto, Ontario, Canada	$21.2M	+$2.35M	2	0.11%	Increased
322	New York Life Investment Management New York	$21M	-$161K	1	0.22%	Reduced
323	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$20.9M	-$1.76M	1	0.14%	Reduced
324	AE Wealth Management Topeka, Kansas	$20.8M	+$3.86M	1	0.13%	Increased
325	Artisan Partners Milwaukee, Wisconsin	$20.5M	-$236K	1	0.03%	Reduced