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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
Zacks Investment Management
Zacks Investment Management
Illinois
$26.5M +$179K 1 0.62% Increased
202
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$26.4M +$473K 2 0.35% Increased
203
Advisors Capital Management
Advisors Capital Management
New Jersey
$25.9M +$893K 1 2.1% Increased
204
Truist Financial
Truist Financial
North Carolina
$25.7M -$8.46M 1 0.5% Reduced
205
GP
GLG Partners
United Kingdom
$25.7M +$3.72M 1 1.36% Increased
206
Gotham Asset Management
Gotham Asset Management
New York
$25.5M +$10.7M 1 0.37% Increased
207
HM Payson & Co
HM Payson & Co
Maine
$24.9M -$2.44M 1 1.07% Reduced
208
HI
Honeywell International
North Carolina
$24.9M +$25.4M 1 0.87% New
209
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.8M -$294K 2 0.15% Reduced
210
ACPU
Arrowgrass Capital Partners (US)
Delaware
$24.8M +$10.7M 1 0.18% Increased
211
PDM
Penn Davis McFarland
Texas
$24.7M -$1.33M 1 7.66% Reduced
212
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$24.3M +$635K 1 0.33% Increased
213
AGA
Altrinsic Global Advisors
Connecticut
$23.7M +$7.95M 1 0.9% Increased
214
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$23.3M +$1.69M 1 0.66% Increased
215
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$23.2M -$23.2M 1 0.19% Reduced
216
Comerica Bank
Comerica Bank
Texas
$22.7M -$41.5K 1 0.16% Reduced
217
DP
Dearborn Partners
Illinois
$22.6M -$798K 1 1.66% Reduced
218
Cincinnati Insurance
Cincinnati Insurance
Ohio
$22.2M $0 1 0.66% Maintained
219
ST
Sabal Trust
Florida
$22.1M +$1.44M 1 2.21% Increased
220
CCM
Compass Capital Management
Minnesota
$21.9M +$1.81M 1 3.48% Increased
221
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$21.6M -$14.1M 1 0.05% Reduced
222
Aberdeen Group
Aberdeen Group
United Kingdom
$21.3M +$21.8M 1 0.04% New
223
TPSF
Texas Permanent School Fund
Texas
$21.2M -$300K 1 0.27% Reduced
224
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$21.2M -$451K 1 0.17% Reduced
225
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$20.9M -$889K 1 1.62% Reduced