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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
351
GHA
GW Henssler & Associates
Georgia
$31.2M -$1.16M 1 1.88% Reduced
352
Stephens Inc
Stephens Inc
Arkansas
$31.1M +$4.38M 1 0.47% Increased
353
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$31M -$808K 2 0.13% Reduced
354
Chilton Capital Management
Chilton Capital Management
Texas
$31M +$28.5M 1 1.39% Increased
355
Yousif Capital Management
Yousif Capital Management
Michigan
$31M -$384K 1 0.35% Reduced
356
MAM
Meeder Asset Management
Ohio
$30.9M +$1.89M 2 2.16% Increased
357
TCW Group
TCW Group
California
$30.7M -$1.35M 1 0.27% Reduced
358
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$30.3M -$94.4K 1 0.58% Reduced
359
SRC
Shufro Rose & Co
New York
$30.3M -$186K 1 2.46% Reduced
360
Busey Bank
Busey Bank
Illinois
$30.2M +$145K 1 1.03% Increased
361
MIG
McGuire Investment Group
Rhode Island
$30M -$172K 1 4.3% Reduced
362
NPA
Nichols & Pratt Advisers
Massachusetts
$29.6M -$40.4K 1 2% Reduced
363
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$29.6M -$136K 1 0.63% Reduced
364
Capital Investment Advisors
Capital Investment Advisors
Georgia
$29.5M -$251K 1 0.67% Reduced
365
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$29.4M -$1.66M 1 0.45% Reduced
366
Mutual of America Capital Management
Mutual of America Capital Management
New York
$29M -$134K 1 0.32% Reduced
367
MAA
Matrix Asset Advisors
New York
$28.8M -$7.29M 1 3.44% Reduced
368
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$28.7M +$2.28M 1 0.55% Increased
369
Shelton Capital Management
Shelton Capital Management
Colorado
$28.7M +$413K 1 0.78% Increased
370
Commerce Bank
Commerce Bank
Missouri
$28.6M +$760K 1 0.19% Increased
371
Achmea Investment Management
Achmea Investment Management
Netherlands
$28.5M +$7.65M 1 0.51% Increased
372
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.2M -$49.4M 1 0.1% Reduced
373
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$28.1M -$299K 1 0.37% Reduced
374
SM
Senvest Management
New York
$27.8M -$20.2M 1 1.07% Reduced
375
Sanctuary Advisors
Sanctuary Advisors
Indiana
$27.6M +$31.5M 1 0.2% New