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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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$21.2M +$4.45M 1 0.09% Increased
252
IC
InterOcean Capital
Illinois
$21.2M +$961K 1 2.21% Increased
253
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$20.9M +$4.63M 1 0.12% Increased
254
CIBC World Markets
CIBC World Markets
New York
$20.9M -$27.9M 1 0.18% Reduced
255
SRC
Shufro Rose & Co
New York
$20.7M -$113K 1 1.92% Reduced
256
Candriam SCA
Candriam SCA
Luxembourg
$20.6M +$1M 2 0.27% Increased
257
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$20.6M -$307K 1 1.07% Reduced
258
Gotham Asset Management
Gotham Asset Management
New York
$20.5M -$1.84M 1 0.28% Reduced
259
MIM
Marco Investment Management
Georgia
$20.5M -$83.6K 1 2.91% Reduced
260
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$20.4M +$16.9M 1 0.11% Increased
261
SFG
Sather Financial Group
Texas
$20.2M +$117K 1 4.06% Increased
262
Comerica Bank
Comerica Bank
Texas
$20.2M -$5.82M 1 0.16% Reduced
263
FLII
First Long Island Investors
New York
$20.1M +$1.69M 1 2.61% Increased
264
KBC Group
KBC Group
Belgium
$20M -$20.5M 1 0.15% Reduced
265
Utah Retirement Systems
Utah Retirement Systems
Utah
$19.9M +$85.6K 1 0.38% Increased
266
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.5M -$1.33M 1 0.15% Reduced
267
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$19.4M -$1.52M 2 0.41% Reduced
268
SAM
Stansberry Asset Management
Texas
$19.2M +$17.1M 1 5.39% Increased
269
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$19.2M -$18.4K 2 0.12% Reduced
270
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$19.1M +$329K 1 1.57% Increased
271
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$19M +$3.07M 2 0.02% Increased
272
DJSG
D.J. St. Germain
Massachusetts
$18.8M -$7.02M 1 2.1% Reduced
273
MIS
Morningstar Investment Services
Illinois
$18.7M -$999K 1 0.34% Reduced
274
Nordea Investment Management
Nordea Investment Management
Sweden
$18.6M +$935K 1 0.04% Increased
275
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.4M -$13.1M 1 0.03% Reduced