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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
Vaughan David Investments
Vaughan David Investments
Illinois
$32.9M +$358K 1 1.34% Increased
202
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$32.7M +$7.86M 2 0.5% Increased
203
Osaic Holdings
Osaic Holdings
Arizona
$32.7M -$12.4M 2 0.11% Reduced
204
Nomura Asset Management
Nomura Asset Management
Japan
$32.5M +$1.04M 1 0.28% Increased
205
SCM
Sirios Capital Management
Massachusetts
$32.4M -$10.5M 1 2.65% Reduced
206
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$32.1M -$2.83M 1 0.38% Reduced
207
Pinnacle Associates
Pinnacle Associates
New York
$31.7M -$569K 2 0.78% Reduced
208
IAM
Impala Asset Management
Florida
$31.7M -$34.1M 1 3.63% Reduced
209
Advisors Capital Management
Advisors Capital Management
New Jersey
$31.4M -$887K 1 1.56% Reduced
210
DK
Darrell & King
Virginia
$31.1M -$5.1M 1 5.75% Reduced
211
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$30.9M +$1.1M 1 0.39% Increased
212
SFG
Sather Financial Group
Texas
$30.4M -$588K 1 5.22% Reduced
213
Macquarie Group
Macquarie Group
Australia
$30M -$6.79M 2 0.05% Reduced
214
Robeco Schweiz
Robeco Schweiz
Switzerland
$29.6M -$1.44M 1 1.06% Reduced
215
DF Dent & Co
DF Dent & Co
Maryland
$29.6M +$890K 1 0.45% Increased
216
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$29.4M -$24.2M 1 0.14% Reduced
217
Becker Capital Management
Becker Capital Management
Oregon
$29.4M -$1.65M 1 1.66% Reduced
218
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$29.4M +$4.87M 1 0.38% Increased
219
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$29.1M +$17.9M 2 0.83% Increased
220
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$29M -$88.5K 1 0.24% Reduced
221
Vident Investment Advisory
Vident Investment Advisory
Georgia
$28.9M +$2.78M 2 1.52% Increased
222
Fisher Asset Management
Fisher Asset Management
Washington
$28.9M -$232K 1 0.03% Reduced
223
EWM
Endurance Wealth Management
Rhode Island
$28.4M -$187K 1 4.66% Reduced
224
TI
Think Investments
California
$28.3M -$11.7M 1 6.97% Reduced
225
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$28.1M +$2.47M 2 0.18% Increased