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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
LPL Financial
LPL Financial
California
$17.1M -$1.34M 2 0.06% Reduced
252
SIM
Sprucegrove Investment Management
Ontario, Canada
$17.1M -$413K 1 0.96% Reduced
253
R.M. Davis Inc
R.M. Davis Inc
Maine
$17.1M -$268K 1 0.71% Reduced
254
Ninety One (UK)
Ninety One (UK)
United Kingdom
$17M +$6.45M 1 0.07% Increased
255
WI
Wafra Inc
New York
$16.8M $0 1 0.82% Maintained
256
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$16.6M -$1.4M 2 0.11% Reduced
257
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.6M +$3.84M 1 0.16% Increased
258
PIA
Piedmont Investment Advisors
North Carolina
$16.5M +$155K 1 0.35% Increased
259
CIBC World Market
CIBC World Market
Ontario, Canada
$16.5M -$5.98M 1 0.08% Reduced
260
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$16.5M +$910K 2 0.15% Increased
261
MAA
Matrix Asset Advisors
New York
$16.4M +$1.87M 1 2.69% Increased
262
GAI
General American Investors
New York
$15.6M -$2.12M 1 1.48% Reduced
263
Nuveen
Nuveen
North Carolina
$15.5M -$5.66M 1 0.1% Reduced
264
FFA
First Foundation Advisors
California
$15.5M +$1.98M 1 0.88% Increased
265
Meyer Handelman Company
Meyer Handelman Company
New York
$15.5M -$89.9K 1 0.71% Reduced
266
Macquarie Group
Macquarie Group
Australia
$15.3M -$4.23M 1 0.03% Reduced
267
SCM
SKBA Capital Management
California
$15.2M -$47.6K 1 2.19% Reduced
268
RC
Randolph Company
Ohio
$15.2M $0 1 2.81% Maintained
269
FLII
First Long Island Investors
New York
$15.2M +$2.09M 1 2.2% Increased
270
ELC
Edgar Lomax Company
Virginia
$15M -$1.31M 1 1.06% Reduced
271
Wolverine Trading
Wolverine Trading
Illinois
$15M +$1.77M 3 0.06% Increased
272
SRC
Shufro Rose & Co
New York
$14.9M +$143K 1 1.5% Increased
273
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$14.9M +$48.7K 1 0.27% Increased
274
CCMH
Cornerstone Capital Management Holdings
New York
$14.7M -$119K 1 0.12% Reduced
275
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$14.6M +$35.3K 1 0.24% Increased