← 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
Bahl & Gaynor
Bahl & Gaynor
Ohio
$35.4M -$39.2M 1 0.18% Reduced
302
Conning Inc
Conning Inc
Connecticut
$35.4M -$3.47M 1 1.18% Reduced
303
Boston Trust Walden
Boston Trust Walden
Massachusetts
$35.3M -$11.3M 1 0.26% Reduced
304
Balyasny Asset Management
Balyasny Asset Management
Illinois
$35.1M -$1.94M 2 0.04% Reduced
305
Regions Financial Corp
Regions Financial Corp
Alabama
$35.1M -$16.2M 1 0.23% Reduced
306
JLBC
J.L. Bainbridge & Co
Florida
$35M +$140K 1 2.92% Increased
307
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$34.7M -$10.6M 1 0.09% Reduced
308
AAM
AMI Asset Management
California
$34.5M +$11.3M 1 1.92% Increased
309
Empowered Funds
Empowered Funds
Pennsylvania
$34.5M -$16.2M 1 0.35% Reduced
310
Vinva Investment Management
Vinva Investment Management
Australia
$34.1M +$6.72M 1 0.67% Increased
311
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$34.1M +$1.62M 2 0.28% Increased
312
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$34M -$1.65M 1 0.43% Reduced
313
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$33.9M -$1.05M 2 0.35% Reduced
314
MIM
Marco Investment Management
Georgia
$33.8M +$13.3K 1 2.59% Increased
315
CSM Advisors
CSM Advisors
Pennsylvania
$33.3M +$9.91M 1 0.93% Increased
316
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$33.2M +$5.04M 2 0.1% Increased
317
Xponance
Xponance
Pennsylvania
$33.1M -$1.54M 2 0.26% Reduced
318
FMLI
Fukoku Mutual Life Insurance
Japan
$33M -$66.6K 1 2.04% Reduced
319
Jones Financial Companies
Jones Financial Companies
Missouri
$32.8M +$2.48M 3 0.02% Increased
320
HCPC
Hamilton Capital Partners (Canada)
$32.4M +$3.96M 1 1.34% Increased
321
Credit Agricole
Credit Agricole
France
$32.2M +$30.7M 1 0.09% New
322
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$31.9M -$831K 1 0.09% Reduced
323
Gotham Asset Management
Gotham Asset Management
New York
$31.8M -$7.21M 2 0.14% Reduced
324
Lido Advisors
Lido Advisors
California
$31.7M +$6.39M 1 0.1% Increased
325
PDM
Penn Davis McFarland
Texas
$31.7M -$79.6K 1 3.27% Reduced