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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
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$72.4M -$340K 1 2.63% Reduced
202
BB&T Securities
BB&T Securities
Virginia
$71.1M -$757K 1 1.84% Reduced
203
SAM
Sawgrass Asset Management
Florida
$70.5M -$1.94M 1 4.27% Reduced
204
Glenmede Trust
Glenmede Trust
Pennsylvania
$69.9M +$1.03M 3 0.65% Increased
205
Capital Guardian Trust
Capital Guardian Trust
California
$69.5M -$810K 1 0.47% Reduced
206
Comerica Bank
Comerica Bank
Texas
$68.8M +$765K 1 0.53% Increased
207
AIG
American International Group
New York
$68.8M +$2.34M 3 0.32% Increased
208
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$67.7M +$298K 1 2.17% Increased
209
VOYA Investment Management
VOYA Investment Management
Georgia
$67.2M +$157K 2 0.16% Increased
210
DL
Delta Lloyd
Netherlands
$67.2M +$456K 1 2.28% Increased
211
Ninety One (UK)
Ninety One (UK)
United Kingdom
$67.1M +$50.3M 1 0.45% Increased
212
ACI
AMP Capital Investors
Australia
$66.5M +$21.6M 1 0.45% Increased
213
PDM
Penn Davis McFarland
Texas
$66.2M +$1.57M 1 14.06% Increased
214
Saturna Capital
Saturna Capital
Washington
$65.7M -$3.77K 1 1.73% Reduced
215
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$65.7M +$39.6M 1 1.53% Increased
216
Sit Investment Associates
Sit Investment Associates
Minnesota
$65.7M -$2.09M 1 1.15% Reduced
217
Korea Investment Corp
Korea Investment Corp
South Korea
$65.1M -$1.02M 1 0.58% Reduced
218
City National Bank
City National Bank
Delaware
$64.6M +$2.84M 1 0.91% Increased
219
AQR Capital Management
AQR Capital Management
Connecticut
$64.6M +$47.8M 1 0.19% Increased
220
Regions Financial Corp
Regions Financial Corp
Alabama
$64.5M +$133K 1 0.82% Increased
221
MVIP
Mar Vista Investment Partners
California
$64.4M +$1.16M 1 3.71% Increased
222
USSCPF
United States Steel & Carnegie Pension Fund
New York
$64M $0 1 1.43% Maintained
223
EA
Euclid Advisors
Connecticut
$63.8M +$11.5M 1 0.48% Increased
224
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$63.3M $0 1 4.6% Maintained
225
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$62.4M +$6.1M 1 1.14% Increased