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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
HT
HAP Trading
New York
$22.9M +$21.5M 2 2.04% New
202
SEI Investments
SEI Investments
Pennsylvania
$22.6M +$722K 2 0.08% Increased
203
JVBC
J.V. Bruni & Co
Colorado
$21.9M +$94.3K 1 3.97% Increased
204
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$21.9M -$28M 1 0.07% Reduced
205
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$21.7M -$2.17M 1 0.49% Reduced
206
Truist Financial
Truist Financial
North Carolina
$21.6M +$554K 1 0.39% Increased
207
OAM
Oxford Asset Management
United Kingdom
$21.4M +$20.2M 2 0.47% New
208
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$21.3M +$1.42M 1 0.27% Increased
209
GIM
Greylin Investment Management
Virginia
$21M +$1.17M 1 4.72% Increased
210
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$20.9M -$2.38M 1 0.12% Reduced
211
Smead Capital Management
Smead Capital Management
Arizona
$20.8M +$19.7M 1 1.06% New
212
BB&T Securities
BB&T Securities
Virginia
$20.5M +$949K 1 0.2% Increased
213
EWM
Endurance Wealth Management
Rhode Island
$20.4M -$245K 1 3.34% Reduced
214
TCW Group
TCW Group
California
$20.3M -$1.43M 1 0.19% Reduced
215
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$20.3M -$642K 1 0.25% Reduced
216
MAA
Matrix Asset Advisors
New York
$20.3M -$189K 1 3.46% Reduced
217
DF Dent & Co
DF Dent & Co
Maryland
$20.2M -$1.47M 1 0.4% Reduced
218
Artisan Partners
Artisan Partners
Wisconsin
$20.1M -$452M 1 0.04% Reduced
219
Vaughan David Investments
Vaughan David Investments
Illinois
$20.1M +$427K 1 0.85% Increased
220
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$19.9M +$91.8K 1 0.16% Increased
221
MC
Montag & Caldwell
Georgia
$19.6M -$18.3M 1 1.02% Reduced
222
DAM
DLD Asset Management
New York
$19.5M -$62.5M 1 0.72% Reduced
223
IC
InterOcean Capital
Illinois
$19.2M +$648K 1 1.79% Increased
224
Candriam SCA
Candriam SCA
Luxembourg
$19.1M -$1.89M 2 0.24% Reduced
225
DY
Dowling & Yahnke
California
$19.1M -$443K 1 1.83% Reduced