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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
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$66.5M +$1.68M 1 0.69% Increased
202
Glenmede Trust
Glenmede Trust
Pennsylvania
$66.4M +$291K 2 0.79% Increased
203
MVIP
Mar Vista Investment Partners
California
$65.1M -$8.69M 1 4.47% Reduced
204
VM
Valinor Management
New York
$64.9M -$29.6M 1 2.39% Reduced
205
Victory Capital Management
Victory Capital Management
Texas
$64.1M +$62.4M 1 0.46% New
206
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$63.6M +$1.63M 1 2.52% Increased
207
BB&T Securities
BB&T Securities
Virginia
$63.6M +$5.28M 1 1.97% Increased
208
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$63.2M -$8.23M 1 2.14% Reduced
209
Raymond James & Associates
Raymond James & Associates
Florida
$62.8M +$18.8M 2 0.54% Increased
210
Rockefeller Financial Services
Rockefeller Financial Services
New York
$62.7M -$22.8M 1 1.46% Reduced
211
Sit Investment Associates
Sit Investment Associates
Minnesota
$61.7M -$9.29M 1 1.18% Reduced
212
AIG
American International Group
New York
$61.1M +$2.58M 3 0.33% Increased
213
D.E. Shaw & Co
D.E. Shaw & Co
New York
$59.9M -$753K 1 0.1% Reduced
214
PDM
Penn Davis McFarland
Texas
$58.8M +$34.4K 1 14.05% Increased
215
Regions Financial Corp
Regions Financial Corp
Alabama
$57.9M -$1.26M 1 0.76% Reduced
216
VOYA Investment Management
VOYA Investment Management
Georgia
$57.7M -$3.65M 2 0.14% Reduced
217
Everett Harris & Co
Everett Harris & Co
California
$57.7M +$540K 1 2.35% Increased
218
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$57.6M +$1.13M 1 2.1% Increased
219
TPSF
Texas Permanent School Fund
Texas
$57.5M -$2.17M 1 0.59% Reduced
220
DL
Delta Lloyd
Netherlands
$57.4M +$6.65M 1 2.2% Increased
221
City National Bank
City National Bank
Delaware
$56.4M +$3.14M 1 1% Increased
222
Saturna Capital
Saturna Capital
Washington
$56.1M +$80.4K 1 1.49% Increased
223
Panagora Asset Management
Panagora Asset Management
Massachusetts
$55.8M +$41.2M 2 0.27% Increased
224
SAM
Sawgrass Asset Management
Florida
$55.5M +$584K 1 3.88% Increased
225
USSCPF
United States Steel & Carnegie Pension Fund
New York
$54.6M $0 1 1.27% Maintained