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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
Sterling Capital Management
Sterling Capital Management
North Carolina
$26.2M -$28.4M 1 0.25% Reduced
202
Laurion Capital Management
Laurion Capital Management
New York
$26.2M +$25.7M 1 0.19% Increased
203
MetLife Investment Management
MetLife Investment Management
New Jersey
$26.1M -$321K 2 0.29% Reduced
204
Truist Financial
Truist Financial
North Carolina
$25.7M -$2.13M 1 0.44% Reduced
205
Candriam SCA
Candriam SCA
Luxembourg
$25.5M +$449K 2 0.34% Increased
206
DY
Dowling & Yahnke
California
$25.4M +$99.4K 1 2.1% Increased
207
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$25.4M +$12.7M 1 0.22% Increased
208
DF Dent & Co
DF Dent & Co
Maryland
$25.3M -$553K 1 0.45% Reduced
209
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$25.2M -$1.83M 1 0.33% Reduced
210
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$25.1M +$313K 1 0.03% Increased
211
TI
Think Investments
California
$25M +$1.82M 1 9.51% Increased
212
CIBC World Markets
CIBC World Markets
New York
$24.9M -$26.9M 1 0.23% Reduced
213
IC
InterOcean Capital
Illinois
$24.8M +$617K 1 2.02% Increased
214
Vident Investment Advisory
Vident Investment Advisory
Georgia
$24.8M -$9.6M 2 2.16% Reduced
215
GIM
Greylin Investment Management
Virginia
$24.6M -$1.93M 1 5.88% Reduced
216
R.M. Davis Inc
R.M. Davis Inc
Maine
$24.5M -$98.7K 1 0.86% Reduced
217
SFG
Sather Financial Group
Texas
$24.4M -$12.4K 1 4.44% Reduced
218
Rafferty Asset Management
Rafferty Asset Management
New York
$24.3M -$16.1M 1 0.38% Reduced
219
EWM
Endurance Wealth Management
Rhode Island
$24M -$1.23M 1 3.98% Reduced
220
6M
6 Meridian
Kansas
$23.9M +$13.2M 1 2.34% Increased
221
PineBridge Investments
PineBridge Investments
New York
$23.7M +$3.04M 1 0.38% Increased
222
Castleark Management
Castleark Management
Illinois
$23.7M -$14.2M 1 0.97% Reduced
223
Winton Group
Winton Group
United Kingdom
$23.5M +$10.4M 2 0.28% Increased
224
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$23.2M +$12.1M 1 0.75% Increased
225
Aviva
Aviva
United Kingdom
$23.2M -$10.8M 1 0.16% Reduced