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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
Commerce Bank
Commerce Bank
Missouri
$18.3M -$8.76M 1 0.14% Reduced
327
Mutual of America Capital Management
Mutual of America Capital Management
New York
$18.2M -$508K 1 0.22% Reduced
328
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$18.2M -$1.88M 1 0.7% Reduced
329
SAM
SP Asset Management
California
$18.2M +$732K 1 2.04% Increased
330
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$18.1M -$4.18M 1 0.25% Reduced
331
AE Wealth Management
AE Wealth Management
Kansas
$18.1M -$1.39M 1 0.11% Reduced
332
Quadrature Capital
Quadrature Capital
United Kingdom
$18M +$2.06M 2 0.37% Increased
333
TC
TownSquare Capital
Utah
$17.9M +$2.17M 1 0.33% Increased
334
SCM
Scopia Capital Management
New York
$17.9M +$1.98M 1 2.21% Increased
335
Evergreen Capital Management
Evergreen Capital Management
Washington
$17.9M +$110K 1 0.78% Increased
336
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$17.8M -$5.94M 3 0.13% Reduced
337
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$17.8M -$601K 1 0.22% Reduced
338
Scotia Capital
Scotia Capital
Ontario, Canada
$17.7M -$341K 1 0.13% Reduced
339
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$17.6M $0 1 0.17% Maintained
340
Welch & Forbes
Welch & Forbes
Massachusetts
$17.6M -$20.3K 1 0.29% Reduced
341
RCW
Rheos Capital Works
Japan
$17.5M +$4.93M 1 1.06% Increased
342
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$17.5M +$2.17M 1 0.4% Increased
343
SIMG
Sonora Investment Management Group
Arizona
$17.4M -$182K 1 1.49% Reduced
344
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$17.3M -$13.6M 1 0.28% Reduced
345
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$17.1M +$1.66M 1 0.32% Increased
346
GW & Wade
GW & Wade
Massachusetts
$17.1M -$33.5K 1 0.64% Reduced
347
Busey Bank
Busey Bank
Illinois
$17M -$45.4K 1 0.73% Reduced
348
Cresset Asset Management
Cresset Asset Management
Illinois
$16.9M +$384K 2 0.07% Increased
349
Advisors Asset Management
Advisors Asset Management
Colorado
$16.9M -$2.09M 2 0.36% Reduced
350
SRC
Shufro Rose & Co
New York
$16.8M -$147K 2 1.59% Reduced