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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
226
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$35M -$679K 1 0.06% Reduced
227
Advisors Capital Management
Advisors Capital Management
New Jersey
$34.7M -$467K 1 0.94% Reduced
228
Arizona State Retirement System
Arizona State Retirement System
Arizona
$34.5M +$206K 2 0.33% Increased
229
Pinnacle Associates
Pinnacle Associates
New York
$34.4M -$404K 2 0.75% Reduced
230
Welch Group
Welch Group
Alabama
$34.3M +$430K 1 1.96% Increased
231
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$34.3M +$34.4K 1 0.14% Increased
232
Amalgamated Bank
Amalgamated Bank
New York
$34M -$98K 2 0.3% Reduced
233
Meyer Handelman Company
Meyer Handelman Company
New York
$33.3M +$72K 1 1.39% Increased
234
Commerce Bank
Commerce Bank
Missouri
$33.1M -$4.58M 1 0.27% Reduced
235
Rockefeller Capital Management
Rockefeller Capital Management
New York
$33.1M +$5.03M 3 0.17% Increased
236
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$33.1M -$1.21M 1 0.67% Reduced
237
Bartlett & Co
Bartlett & Co
Ohio
$33.1M -$1.21M 1 0.67% Reduced
238
Conning Inc
Conning Inc
Connecticut
$32.9M +$2.25M 1 1.07% Increased
239
Wolverine Trading
Wolverine Trading
Illinois
$32.8M +$13.7M 2 0.05% Increased
240
EWM
Endurance Wealth Management
Rhode Island
$32.4M +$763K 1 4.89% Increased
241
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$31.9M +$696K 1 1.17% Increased
242
BAM
Berkshire Asset Management
Pennsylvania
$31.8M -$374K 1 2.04% Reduced
243
Cartenna Capital
Cartenna Capital
Connecticut
$31.3M +$17M 1 5.39% Increased
244
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$31.2M +$12.4M 1 0.17% Increased
245
SFG
Sather Financial Group
Texas
$31.1M +$1.03M 1 2.56% Increased
246
Första AP-fonden
Första AP-fonden
Sweden
$31M +$3.09M 1 0.35% Increased
247
PineBridge Investments
PineBridge Investments
New York
$30.9M -$11.9M 1 0.37% Reduced
248
PWAG
Polaris Wealth Advisory Group
California
$30.9M +$12.2M 1 2.3% Increased
249
Becker Capital Management
Becker Capital Management
Oregon
$30.7M +$2.18M 1 1.43% Increased
250
Meag Munich Ergo
Meag Munich Ergo
Germany
$30.3M +$32.2M 1 1.63% New