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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
Truist Financial
Truist Financial
North Carolina
$27.7M -$1.01M 1 0.48% Reduced
202
Vaughan David Investments
Vaughan David Investments
Illinois
$27.3M +$466K 1 1.08% Increased
203
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$27.3M -$1.03M 1 0.35% Reduced
204
Macquarie Group
Macquarie Group
Australia
$27.1M +$6.5M 2 0.05% Increased
205
Ariel Investments
Ariel Investments
Illinois
$27.1M -$9.1M 2 0.34% Reduced
206
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$27M -$8.06M 1 0.5% Reduced
207
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$27M -$17.4M 1 0.37% Reduced
208
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$26.8M +$2.52M 2 0.18% Increased
209
GIM
Greylin Investment Management
Virginia
$26.5M -$1.44M 1 5.95% Reduced
210
MetLife Investment Management
MetLife Investment Management
New Jersey
$26.1M -$51M 2 0.28% Reduced
211
WMC
Westwood Management Corporation
Illinois
$26M +$25.1M 1 3.34% New
212
DF Dent & Co
DF Dent & Co
Maryland
$25.8M -$1.11M 1 0.47% Reduced
213
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$25.7M +$1.36M 1 0.43% Increased
214
Calamos Advisors
Calamos Advisors
Illinois
$25.4M +$9.88M 1 0.14% Increased
215
Capital Guardian Trust
Capital Guardian Trust
California
$25.3M +$18.1M 1 0.34% Increased
216
DY
Dowling & Yahnke
California
$25.2M -$194K 1 2.09% Reduced
217
EWM
Endurance Wealth Management
Rhode Island
$25.1M -$1.98M 1 3.96% Reduced
218
R.M. Davis Inc
R.M. Davis Inc
Maine
$24.5M +$276K 1 0.87% Increased
219
SFG
Sather Financial Group
Texas
$24.4M -$10.3K 1 4.62% Reduced
220
Advisors Asset Management
Advisors Asset Management
Colorado
$24.3M -$917K 1 0.43% Reduced
221
IC
InterOcean Capital
Illinois
$24.1M -$1.49M 1 2.17% Reduced
222
Renaissance Technologies
Renaissance Technologies
New York
$24M +$5.6M 2 0.02% Increased
223
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$23.8M +$22.9M 1 0.24% New
224
BB&T Securities
BB&T Securities
Virginia
$23.4M -$3.73M 1 0.21% Reduced
225
TI
Think Investments
California
$23.1M +$1.31M 1 7.76% Increased