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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
251
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$19.1M +$4.55M 2 0.13% Increased
252
Pentwater Capital Management
Pentwater Capital Management
Florida
$19.1M +$9.78M 1 0.17% Increased
253
GAI
General American Investors
New York
$18.8M $0 1 1.91% Maintained
254
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$18.7M +$2.26M 1 0.32% Increased
255
Renaissance Technologies
Renaissance Technologies
New York
$18.7M +$7.85M 3 0.02% Increased
256
SIM
Sprucegrove Investment Management
Ontario, Canada
$18.6M -$4.69M 1 1.11% Reduced
257
R.M. Davis Inc
R.M. Davis Inc
Maine
$18.5M +$6.09K 1 0.78% Increased
258
Rafferty Asset Management
Rafferty Asset Management
New York
$18.1M +$4.79M 1 0.52% Increased
259
Vaughan David Investments
Vaughan David Investments
Illinois
$18.1M +$1.89M 1 0.91% Increased
260
DWM
Doyle Wealth Management
Florida
$18M +$721K 1 3.34% Increased
261
WI
Wafra Inc
New York
$17.9M -$1.05M 1 0.9% Reduced
262
Candriam SCA
Candriam SCA
Luxembourg
$17.5M -$8.36M 2 0.33% Reduced
263
PIA
Piedmont Investment Advisors
North Carolina
$17.5M +$162K 1 0.39% Increased
264
PEAK6 Group
PEAK6 Group
Illinois
$17.4M +$4.63M 1 0.1% Increased
265
ELC
Edgar Lomax Company
Virginia
$17.4M -$508K 1 1.19% Reduced
266
William Blair & Company
William Blair & Company
Illinois
$17M +$146K 1 0.13% Increased
267
AGA
Altrinsic Global Advisors
Connecticut
$16.9M -$4.91M 1 0.61% Reduced
268
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$16.6M +$638K 2 0.16% Increased
269
Meyer Handelman Company
Meyer Handelman Company
New York
$16.6M +$313K 1 0.7% Increased
270
Swiss Life Asset Management
Swiss Life Asset Management
$16.3M +$93.1K 1 0.42% Increased
271
PR
Payden & Rygel
California
$16.3M +$425K 1 1.42% Increased
272
SCM
SKBA Capital Management
California
$16.3M -$2.44M 1 2.46% Reduced
273
Natixis
Natixis
France
$16.3M -$13.3M 1 0.18% Reduced
274
Shelton Capital Management
Shelton Capital Management
Colorado
$16.2M +$3.82M 1 1.15% Increased
275
RC
Randolph Company
Ohio
$16.2M $0 1 3.07% Maintained