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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
SFA
Spectrum Financial Alliance
Kentucky
$19.8M +$8.35M 1 12.38% Increased
252
Comerica Bank
Comerica Bank
Texas
$19.3M -$778K 1 0.15% Reduced
253
Boston Financial Management
Boston Financial Management
Massachusetts
$18.9M -$371K 1 1.09% Reduced
254
SRC
Shufro Rose & Co
New York
$18.5M -$3.28M 1 1.8% Reduced
255
DJSG
D.J. St. Germain
Massachusetts
$18.4M -$1.22M 1 2.01% Reduced
256
GHA
GW Henssler & Associates
Georgia
$18.2M -$572K 1 1.64% Reduced
257
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$18.1M -$4.23M 2 0.14% Reduced
258
Nordea Investment Management
Nordea Investment Management
Sweden
$17.9M -$14.8M 1 0.04% Reduced
259
TPSF
Texas Permanent School Fund
Texas
$17.8M -$73.9K 1 0.28% Reduced
260
Utah Retirement Systems
Utah Retirement Systems
Utah
$17.5M +$78.1K 1 0.34% Increased
261
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$17.4M -$9.23K 1 0.02% Reduced
262
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$17.3M -$1.13M 1 0.15% Reduced
263
BAM
Berkshire Asset Management
Pennsylvania
$17.2M +$107K 1 1.43% Increased
264
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$17.2M -$323K 2 0.11% Reduced
265
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$16.8M +$3.79M 2 0.29% Increased
266
TCTC Holdings
TCTC Holdings
Texas
$16.8M -$352K 1 0.92% Reduced
267
Meyer Handelman Company
Meyer Handelman Company
New York
$16.5M -$1.68M 1 0.85% Reduced
268
Creative Planning
Creative Planning
Kansas
$16.5M +$249K 1 0.06% Increased
269
CHCM
Columbus Hill Capital Management
New Jersey
$16.5M +$15.9M 1 1.52% New
270
William Blair & Company
William Blair & Company
Illinois
$16.4M -$96.7K 1 0.09% Reduced
271
RCM
Raging Capital Management
New Jersey
$16.3M +$15.7M 1 2.76% New
272
CBOA
Commonwealth Bank of Australia
Australia
$16.3M -$487K 1 0.16% Reduced
273
Norinchukin Bank
Norinchukin Bank
Japan
$16.1M -$6.21M 1 0.25% Reduced
274
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$15.9M $0 1 0.19% Maintained
275
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$15.7M +$9.68M 1 0.44% Increased