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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
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$30.2M -$1.31M 1 0.22% Reduced
202
MetLife Investment Management
MetLife Investment Management
New Jersey
$30M -$1.25M 2 0.31% Reduced
203
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$29.9M +$2.67M 1 0.19% Increased
204
ACI
AMP Capital Investors
Australia
$29.8M -$15.2M 1 0.16% Reduced
205
AGA
Altrinsic Global Advisors
Connecticut
$29.6M -$7.89M 1 1.34% Reduced
206
CCM
Compass Capital Management
Minnesota
$29.4M -$2.23M 1 3.86% Reduced
207
FCM
Fairbanks Capital Management
California
$29.2M +$187K 1 29.2% Increased
208
DP
Dearborn Partners
Illinois
$28.8M +$254K 1 2.02% Increased
209
OA
Oak Associates
Ohio
$28.6M +$1.73M 1 1.75% Increased
210
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$28.3M +$4.94M 2 0.24% Increased
211
LPL Financial
LPL Financial
California
$28.2M -$3.5M 1 0.07% Reduced
212
DF Dent & Co
DF Dent & Co
Maryland
$27.7M +$931K 1 0.57% Increased
213
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$27.5M +$111K 1 0.12% Increased
214
JVBC
J.V. Bruni & Co
Colorado
$27.4M -$45.1K 1 4.43% Reduced
215
Los Angeles Capital Management
Los Angeles Capital Management
California
$27.2M -$1.55M 1 0.14% Reduced
216
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$27.1M -$8.61M 1 0.29% Reduced
217
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$27M +$248K 1 0.45% Increased
218
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$26.9M +$23M 1 0.5% Increased
219
BB&T Securities
BB&T Securities
Virginia
$26.8M -$2.35M 1 0.26% Reduced
220
Truist Financial
Truist Financial
North Carolina
$26.8M -$1.34M 1 0.48% Reduced
221
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$26.5M -$2.86M 1 0.39% Reduced
222
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$26.3M +$2.12M 1 0.18% Increased
223
EWM
Endurance Wealth Management
Rhode Island
$26.1M -$229K 1 4.1% Reduced
224
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$25.3M +$11.8M 1 0.1% Increased
225
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$25.2M -$372K 1 0.35% Reduced