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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
Country Trust Bank
Country Trust Bank
Illinois
$34.7M +$1.34M 1 1.73% Increased
202
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$34M +$92.8K 1 0.69% Increased
203
ProShare Advisors
ProShare Advisors
Maryland
$33.9M -$777K 2 0.35% Reduced
204
Citadel Advisors
Citadel Advisors
Florida
$33.8M +$19.4M 2 0.03% Increased
205
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$33.5M +$346K 1 0.4% Increased
206
Bahl & Gaynor
Bahl & Gaynor
Ohio
$33.3M -$38.8M 1 0.38% Reduced
207
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$33.2M +$7.17M 2 0.8% Increased
208
DnB Asset Management
DnB Asset Management
Norway
$33.1M +$23.6M 1 0.52% Increased
209
ORIO
Old Republic International (ORI)
Illinois
$32.3M +$1.04M 1 1.11% Increased
210
CCMH
Cornerstone Capital Management Holdings
New York
$32M +$3.32M 1 0.25% Increased
211
Two Sigma Advisers
Two Sigma Advisers
New York
$31.7M +$17.5M 2 0.1% Increased
212
SAM
Shell Asset Management
Netherlands
$31M +$3.04M 2 0.68% Increased
213
Natixis
Natixis
France
$30.5M +$11.4M 1 0.38% Increased
214
Bartlett & Co
Bartlett & Co
Ohio
$30.1M -$565K 1 1.37% Reduced
215
HM Payson & Co
HM Payson & Co
Maine
$29.8M +$3.42M 1 1.36% Increased
216
ING Group
ING Group
Netherlands
$29.2M -$445K 1 0.53% Reduced
217
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$29M +$22.5M 1 0.59% Increased
218
PDM
Penn Davis McFarland
Texas
$28.9M -$2.63M 1 8.44% Reduced
219
Glenmede Trust
Glenmede Trust
Pennsylvania
$28.9M -$7.89M 1 0.14% Reduced
220
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$28.7M +$5.47M 2 0.68% Increased
221
WBC
Westpac Banking Corp
Australia
$28.5M -$594K 1 0.23% Reduced
222
Zacks Investment Management
Zacks Investment Management
Illinois
$28.5M +$192K 1 0.72% Increased
223
NSLI
Nan Shan Life Insurance
Taiwan
$28.2M +$6.04M 1 0.7% Increased
224
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$28.1M +$26.5M 1 0.12% Increased
225
Arizona State Retirement System
Arizona State Retirement System
Arizona
$28M +$69.6K 1 0.39% Increased