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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
SAM
Shell Asset Management
Netherlands
$18M -$1.33M 2 0.45% Reduced
252
R.M. Davis Inc
R.M. Davis Inc
Maine
$17.9M -$440K 1 0.73% Reduced
253
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$17.2M -$4.32M 1 0.37% Reduced
254
CIBC World Markets
CIBC World Markets
New York
$17.1M +$640K 1 0.16% Increased
255
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$16.8M -$7.28M 1 1.14% Reduced
256
HCS
Harvest Capital Strategies
California
$16.8M +$7.29M 1 4.69% Increased
257
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$16.5M -$1.7M 2 0.15% Reduced
258
SRC
Shufro Rose & Co
New York
$16.5M +$84.8K 1 1.82% Increased
259
Norinchukin Bank
Norinchukin Bank
Japan
$16.4M +$2.12M 1 0.23% Increased
260
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$16.1M -$17.7K 1 0.14% Reduced
261
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$16.1M +$1.68M 1 0.15% Increased
262
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$16M +$2.57M 1 0.16% Increased
263
FLII
First Long Island Investors
New York
$15.9M +$23.7K 1 2.37% Increased
264
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$15.7M +$1.37M 1 0.38% Increased
265
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$15.7M -$580K 1 0.95% Reduced
266
Advisors Asset Management
Advisors Asset Management
Colorado
$15.7M -$2.03M 1 0.32% Reduced
267
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$15.6M +$2.89M 1 0.16% Increased
268
KeyBank National Association
KeyBank National Association
Ohio
$15.4M -$2.34M 1 0.1% Reduced
269
OI
Oakbrook Investments
Illinois
$15.4M -$4.43M 1 1.04% Reduced
270
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$15.3M -$1.63M 1 0.07% Reduced
271
HI
Honeywell International
North Carolina
$15.1M +$16.1M 1 1% New
272
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$15.1M -$217K 2 0.39% Reduced
273
Utah Retirement Systems
Utah Retirement Systems
Utah
$15.1M -$656K 1 0.34% Reduced
274
Nordea Investment Management
Nordea Investment Management
Sweden
$15.1M +$422K 1 0.04% Increased
275
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$15M -$183K 2 0.02% Reduced