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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
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$25.1M +$1.16M 2 0.57% Increased
327
Evercore Wealth Management
Evercore Wealth Management
New York
$24.9M -$2.07M 2 1.24% Reduced
328
Oppenheimer & Co
Oppenheimer & Co
New York
$24.9M -$416K 1 0.72% Reduced
329
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$24.9M +$52.6K 1 0.77% Increased
330
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$24.7M -$19.5M 2 0.31% Reduced
331
SL
Summitry LLC
California
$24.5M +$4.63M 1 2.71% Increased
332
MAA
Matrix Asset Advisors
New York
$24.3M +$719K 1 2.74% Increased
333
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$23.7M -$649K 1 0.54% Reduced
334
CC
Curian Capital
Colorado
$23.3M -$10.8M 1 0.39% Reduced
335
WesBanco Bank
WesBanco Bank
West Virginia
$23.3M -$232K 1 1.27% Reduced
336
Old National Bancorp
Old National Bancorp
Indiana
$23M -$7.1K 1 1.47% Reduced
337
RGI
River Global Investors
United Kingdom
$22.9M +$4.65M 1 5.65% Increased
338
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.9M -$4.57M 1 0.03% Reduced
339
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.5M -$294K 1 0.33% Reduced
340
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$22.5M -$8.42K 1 0.11% Reduced
341
ALA
Atherton Lane Advisers
California
$21.9M +$1.34M 1 1.2% Increased
342
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$21.9M +$725K 1 0.52% Increased
343
Utah Retirement Systems
Utah Retirement Systems
Utah
$21.7M $0 1 0.6% Maintained
344
People's United Financial
People's United Financial
Connecticut
$21.6M +$1.23M 1 1.1% Increased
345
Polar Capital
Polar Capital
United Kingdom
$21.5M -$9.6M 1 0.42% Reduced
346
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$21.4M -$12.6M 1 1.16% Reduced
347
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$21.4M -$693K 2 0.24% Reduced
348
DILH
Dai-ichi Life Holdings
Japan
$21.3M +$236K 1 0.61% Increased
349
OA
Oak Associates
Ohio
$21.3M -$336K 2 2.55% Reduced
350
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$21.2M $0 1 3.27% Maintained