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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
201
Corvex Management
Corvex Management
New York
$61.1M +$63.8M 1 1.15% New
202
Guggenheim Capital
Guggenheim Capital
Illinois
$61M +$63.7M 2 0.26% New
203
Glenmede Trust
Glenmede Trust
Pennsylvania
$60M +$62.6M 1 0.75% New
204
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$58.8M +$61.4M 1 0.63% New
205
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$57.2M +$59.7M 1 2.29% New
206
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$56.2M +$58.7M 1 2.32% New
207
PHAM
Pacific Heights Asset Management
California
$55.9M +$58.4M 1 1.36% New
208
VOYA Investment Management
VOYA Investment Management
Georgia
$55.7M +$58.2M 2 0.15% New
209
D.E. Shaw & Co
D.E. Shaw & Co
New York
$55M +$57.5M 1 0.1% New
210
TPSF
Texas Permanent School Fund
Texas
$54.2M +$56.6M 1 0.56% New
211
Regions Financial Corp
Regions Financial Corp
Alabama
$53.7M +$56.1M 1 0.73% New
212
PDM
Penn Davis McFarland
Texas
$53.3M +$55.7M 1 12.63% New
213
AIG
American International Group
New York
$53M +$55.4M 3 0.32% New
214
PAM
Private Asset Management
California
$52.8M +$55.1M 1 10.08% New
215
BB&T Securities
BB&T Securities
Virginia
$52.8M +$55.1M 1 1.73% New
216
Everett Harris & Co
Everett Harris & Co
California
$51.9M +$54.2M 1 2.16% New
217
Castleark Management
Castleark Management
Illinois
$51.8M +$54M 1 1.72% New
218
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$51.3M +$53.5M 1 2% New
219
LCM
Lakewood Capital Management
New York
$51.2M +$53.5M 1 3.49% New
220
Saturna Capital
Saturna Capital
Washington
$50.8M +$53.1M 1 1.39% New
221
IRF
IBM Retirement Fund
New York
$50.6M +$52.8M 2 0.62% New
222
MSA
Mason Street Advisors
Wisconsin
$50.2M +$52.5M 1 0.55% New
223
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$50.2M +$52.4M 1 0.89% New
224
SAM
Sawgrass Asset Management
Florida
$49.8M +$52M 1 3.56% New
225
USSCPF
United States Steel & Carnegie Pension Fund
New York
$49.6M +$51.8M 1 1.11% New