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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
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$28.7M +$2.5M 1 0.42% Increased
327
FLII
First Long Island Investors
New York
$28.7M -$602K 1 2.36% Reduced
328
Oberweis Asset Management
Oberweis Asset Management
Illinois
$28.6M +$26.4M 1 1.43% Increased
329
USS Investment Management
USS Investment Management
United Kingdom
$28.5M -$7.03M 1 0.21% Reduced
330
Cresset Asset Management
Cresset Asset Management
Illinois
$28.5M +$8.84M 2 0.14% Increased
331
Utah Retirement Systems
Utah Retirement Systems
Utah
$28.4M -$40.4K 1 0.33% Reduced
332
Grimes & Company
Grimes & Company
Massachusetts
$28.3M +$2.48M 1 0.87% Increased
333
TC
TownSquare Capital
Utah
$28.1M +$4.08M 1 0.3% Increased
334
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$28M +$21.5M 1 0.51% Increased
335
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$27.8M +$881K 1 0.56% Increased
336
Lido Advisors
Lido Advisors
California
$27.7M -$15.8M 1 0.12% Reduced
337
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$27.6M +$1.63M 1 0.24% Increased
338
RG
Renaissance Group
Kentucky
$27.5M +$5.15M 1 1.21% Increased
339
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$27M +$6.19M 2 0.11% Increased
340
Destination Wealth Management
Destination Wealth Management
California
$26.7M +$109K 1 0.84% Increased
341
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$26.7M -$753K 1 0.99% Reduced
342
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.3M -$2.77M 1 0.11% Reduced
343
GIP
Greatmark Investment Partners
Georgia
$26.1M +$252K 1 3.55% Increased
344
Twin Tree Management
Twin Tree Management
Texas
$25.8M +$27.4M 1 0.05% New
345
USAA
United Services Automobile Association
Texas
$25.7M $0 1 0.79% Maintained
346
ARGA Investment Management
ARGA Investment Management
Connecticut
$25.6M +$26.2M 1 0.86% Increased
347
CISOA
Capital Investment Services of America
Wisconsin
$25.6M +$97.6K 1 2.59% Increased
348
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$25.4M +$57.7K 2 0.26% Increased
349
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$25.4M -$2.22M 1 0.22% Reduced
350
Stephens Inc
Stephens Inc
Arkansas
$25.4M +$7.29M 1 0.37% Increased