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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
Comerica Bank
Comerica Bank
Texas
$14.9M -$222K 1 0.12% Reduced
252
MAI Capital Management
MAI Capital Management
Ohio
$14.9M +$1.12M 1 0.76% Increased
253
DJSG
D.J. St. Germain
Massachusetts
$14.8M +$12.7K 1 1.61% Increased
254
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$14.6M -$966K 1 0.13% Reduced
255
Boston Financial Management
Boston Financial Management
Massachusetts
$14.4M +$382K 1 0.88% Increased
256
Destination Wealth Management
Destination Wealth Management
California
$14.4M +$314K 1 0.81% Increased
257
IM
Islet Management
New York
$14.3M +$13.5M 1 1.65% New
258
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$14.1M -$1.03M 2 0.32% Reduced
259
GHA
GW Henssler & Associates
Georgia
$14.1M +$309K 1 1.29% Increased
260
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.8M -$525K 1 0.13% Reduced
261
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$13.7M +$4.08M 1 0.43% Increased
262
TCM
Tributary Capital Management
Nebraska
$13.7M +$1.6M 1 1% Increased
263
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$13.6M -$1.56M 1 0.05% Reduced
264
MIM
Marco Investment Management
Georgia
$13.5M -$37.5K 1 2.51% Reduced
265
TPSF
Texas Permanent School Fund
Texas
$13.4M -$451K 1 0.21% Reduced
266
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$13.4M -$2.22M 1 0.29% Reduced
267
Pacer Advisors
Pacer Advisors
Pennsylvania
$13.4M +$9.26M 1 0.37% Increased
268
Todd Asset Management
Todd Asset Management
Kentucky
$13.3M +$512K 1 0.38% Increased
269
Walleye Trading
Walleye Trading
New York
$13.3M -$10.3M 2 0.1% Reduced
270
Arizona State Retirement System
Arizona State Retirement System
Arizona
$13.3M -$899K 1 0.16% Reduced
271
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$13.2M -$1.4M 2 0.08% Reduced
272
Meyer Handelman Company
Meyer Handelman Company
New York
$13.1M +$59.4K 1 0.68% Increased
273
Utah Retirement Systems
Utah Retirement Systems
Utah
$13.1M -$1.95M 1 0.26% Reduced
274
CAM
Capco Asset Management
Florida
$13M -$9.93K 1 7.51% Reduced
275
TCTC Holdings
TCTC Holdings
Texas
$12.9M +$2.9M 1 0.7% Increased