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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
Czech National Bank
Czech National Bank
Czech Republic
$42.4M +$3.15M 1 0.49% Increased
302
TA
Trivest Advisors
Hong Kong
$42M -$119M 1 2.18% Reduced
303
Boston Trust Walden
Boston Trust Walden
Massachusetts
$42M +$36.9M 1 0.31% Increased
304
Axiom Advisory
Axiom Advisory
California
$41.3M +$40.6M 1 0.45% Increased
305
Raymond James Trust
Raymond James Trust
Florida
$41.1M -$676K 1 0.97% Reduced
306
Quadrature Capital
Quadrature Capital
United Kingdom
$41M -$18.9M 1 0.69% Reduced
307
Pinnacle Associates
Pinnacle Associates
New York
$40.8M -$2.43K 2 0.64% Reduced
308
JLBC
J.L. Bainbridge & Co
Florida
$40.1M +$57.6K 1 3.97% Increased
309
SAMH
Shanda Asset Management Holdings
British Virgin Islands
$39.8M +$37.8M 1 2.24% New
310
OFI Invest Asset Management
OFI Invest Asset Management
France
$39.8M -$19.4M 2 1.06% Reduced
311
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$39.7M -$2.28M 1 0.15% Reduced
312
FCI
Financial Counselors Inc
Kansas
$39.6M -$7.04M 1 0.64% Reduced
313
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$39.4M -$17.9M 1 0.34% Reduced
314
Banco Santander
Banco Santander
Spain
$39M -$1.4M 1 0.48% Reduced
315
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$38.9M -$4.31M 1 0.31% Reduced
316
MIM
Marco Investment Management
Georgia
$38.6M -$965K 1 3.56% Reduced
317
PDM
Penn Davis McFarland
Texas
$38.2M -$1.95M 1 5.9% Reduced
318
RAM
RWC Asset Management
United Kingdom
$37.4M -$53.4M 1 2.64% Reduced
319
FLII
First Long Island Investors
New York
$37.1M -$525K 1 3.14% Reduced
320
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$36.7M -$1.94M 1 1.37% Reduced
321
Utah Retirement Systems
Utah Retirement Systems
Utah
$36.7M -$1.78M 1 0.44% Reduced
322
SG Americas Securities
SG Americas Securities
New York
$36.3M -$29.5M 2 0.21% Reduced
323
Profund Advisors
Profund Advisors
Maryland
$36.3M +$2.04M 1 1.34% Increased
324
CISOA
Capital Investment Services of America
Wisconsin
$35.4M -$1.52M 1 3.42% Reduced
325
Pacer Advisors
Pacer Advisors
Pennsylvania
$35.3M +$3.47M 2 0.08% Increased