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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
326
Robeco Schweiz
Robeco Schweiz
Switzerland
$35M +$653K 2 0.56% Increased
327
PDM
Penn Davis McFarland
Texas
$34.6M -$351K 1 3.08% Reduced
328
Sanctuary Advisors
Sanctuary Advisors
Indiana
$34.6M -$5.55M 2 0.16% Reduced
329
Kestra Advisory Services
Kestra Advisory Services
Texas
$34.4M +$3.79M 1 0.11% Increased
330
Lido Advisors
Lido Advisors
California
$34.4M -$637K 1 0.09% Reduced
331
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$34.3M +$729K 1 0.16% Increased
332
Boston Trust Walden
Boston Trust Walden
Massachusetts
$34.2M -$2.59M 1 0.26% Reduced
333
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$33.9M -$751M 1 0.04% Reduced
334
DF Dent & Co
DF Dent & Co
Maryland
$33.9M -$5.21M 1 0.64% Reduced
335
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$33.7M -$2.38M 2 0.33% Reduced
336
GIP
Greatmark Investment Partners
Georgia
$33.7M -$40.6K 1 3.71% Reduced
337
SP
SIH Partners
Delaware
$33.2M +$33.2M 1 0.21% Increased
338
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$33M -$6.28M 1 0.22% Reduced
339
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$33M +$14.4M 1 0.42% Increased
340
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$32.6M -$10.7M 1 0.37% Reduced
341
TCM
Telos Capital Management
California
$32M -$3.27M 1 2.82% Reduced
342
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$31.8M -$1.65M 1 0.17% Reduced
343
New York Life Investment Management
New York Life Investment Management
New York
$31.7M +$314K 1 0.22% Increased
344
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$31.7M +$28.4M 2 0.63% Increased
345
NPA
Nichols & Pratt Advisers
Massachusetts
$31.7M -$121K 1 1.93% Reduced
346
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.2M -$2.17M 3 0.1% Reduced
347
MPMG
Minneapolis Portfolio Management Group
Minnesota
$31.1M +$143K 1 2.95% Increased
348
R.M. Davis Inc
R.M. Davis Inc
Maine
$31M -$10.8M 1 0.49% Reduced
349
Madison Asset Management
Madison Asset Management
Wisconsin
$30.8M -$3.7M 1 0.37% Reduced
350
ARGA Investment Management
ARGA Investment Management
Connecticut
$30.7M +$31.1M 1 0.78% New