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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
Vest Financial
Vest Financial
Virginia
$29.1M +$10.9M 1 0.56% Increased
327
Commerce Bank
Commerce Bank
Missouri
$29.1M +$4.86M 1 0.18% Increased
328
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$29M -$2.97M 1 0.23% Reduced
329
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$28.9M +$4.54M 1 0.51% Increased
330
CISOA
Capital Investment Services of America
Wisconsin
$28.6M -$1.66M 1 2.73% Reduced
331
USAA
United Services Automobile Association
Texas
$28.6M -$11.4M 1 0.73% Reduced
332
MAA
Matrix Asset Advisors
New York
$28.5M +$4.05M 1 3.17% Increased
333
CI Investments Inc
CI Investments Inc
Ontario, Canada
$28.3M -$31.1M 1 0.11% Reduced
334
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$28.3M +$4.46M 1 0.39% Increased
335
New York Life Investment Management
New York Life Investment Management
New York
$28.2M -$461K 1 0.27% Reduced
336
Grimes & Company
Grimes & Company
Massachusetts
$28.2M +$5.92M 1 0.76% Increased
337
GIP
Greatmark Investment Partners
Georgia
$28.1M -$35.5K 1 3.81% Reduced
338
YC
Yarbrough Capital
Tennessee
$28M $0 1 1.14% Maintained
339
Profund Advisors
Profund Advisors
Maryland
$28M -$3.09M 1 1.06% Reduced
340
PJWM
Philip James Wealth Mangement
Georgia
$27.9M +$28.8M 1 3.43% Increased
341
MAM
Meeder Asset Management
Ohio
$27.9M +$1.55M 2 1.86% Increased
342
Tidal Investments
Tidal Investments
Wisconsin
$27.5M -$1.68M 1 0.29% Reduced
343
SAM
SP Asset Management
California
$27.4M +$55.1K 1 2.27% Increased
344
RG
Renaissance Group
Kentucky
$27.3M -$9.71K 1 1.12% Reduced
345
MPMG
Minneapolis Portfolio Management Group
Minnesota
$27M -$854K 1 3.5% Reduced
346
KeyBank National Association
KeyBank National Association
Ohio
$26.9M +$271K 1 0.1% Increased
347
SIM
Sprucegrove Investment Management
Ontario, Canada
$26.6M -$35.3K 1 1.49% Reduced
348
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$26.5M +$2.65K 2 0.11% Increased
349
Busey Bank
Busey Bank
Illinois
$26.4M +$624K 1 0.86% Increased
350
TCW Group
TCW Group
California
$26.3M +$118K 1 0.23% Increased