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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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$25.3M -$1.84M 3 0.07% Reduced
302
PJWM
Philip James Wealth Mangement
Georgia
$25.2M +$5.52M 1 2.9% Increased
303
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$25.1M +$77.4K 2 0.27% Increased
304
Vest Financial
Vest Financial
Virginia
$25M -$4.61M 1 0.3% Reduced
305
USS Investment Management
USS Investment Management
United Kingdom
$24.8M +$590K 1 0.1% Increased
306
Commerce Bank
Commerce Bank
Missouri
$24.7M +$11.4M 1 0.12% Increased
307
Credit Agricole
Credit Agricole
France
$24.7M -$37.6M 1 0.06% Reduced
308
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.6M +$3.81M 1 0.08% Increased
309
TCM
Telos Capital Management
California
$24.6M +$252K 1 2.35% Increased
310
Destination Wealth Management
Destination Wealth Management
California
$24.5M +$1.05M 1 0.64% Increased
311
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$24.5M -$113K 1 0.34% Reduced
312
Lido Advisors
Lido Advisors
California
$24.4M -$596K 1 0.07% Reduced
313
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$24.4M -$26.7M 1 0.1% Reduced
314
PDM
Penn Davis McFarland
Texas
$24.4M -$147K 1 2.38% Reduced
315
Madison Asset Management
Madison Asset Management
Wisconsin
$24M -$2.39M 1 0.3% Reduced
316
Banco Santander
Banco Santander
Spain
$23.9M -$5.7M 1 0.19% Reduced
317
AustralianSuper
AustralianSuper
Australia
$23.8M +$15.9M 1 0.12% Increased
318
GIP
Greatmark Investment Partners
Georgia
$23.5M +$583K 1 2.75% Increased
319
Voleon Capital Management
Voleon Capital Management
California
$23.5M +$26.1M 1 0.51% Increased
320
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$23.4M +$11.9M 1 0.12% Increased
321
QRG Capital Management
QRG Capital Management
Illinois
$23.4M +$466K 1 0.24% Increased
322
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$23.3M $0 1 0.14% Maintained
323
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.2M +$7.68M 2 0.08% Increased
324
CI Investments Inc
CI Investments Inc
Ontario, Canada
$23.1M +$5.47M 1 0.11% Increased
325
Robeco Schweiz
Robeco Schweiz
Switzerland
$23.1M -$5.09M 2 0.49% Reduced