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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
276
EWM
Endurance Wealth Management
Rhode Island
$27.4M -$604K 1 4.6% Reduced
277
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$27.4M +$1.08M 1 0.56% Increased
278
Foresters Investment Management
Foresters Investment Management
New York
$27.2M +$553K 1 0.51% Increased
279
CCMH
Cornerstone Capital Management Holdings
New York
$27.2M +$556K 1 0.24% Increased
280
Capital International Investors
Capital International Investors
California
$27M $0 1 0.05% Maintained
281
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$26.9M +$990K 1 0.36% Increased
282
SFM
Stack Financial Management
Montana
$26.9M +$733K 1 3.27% Increased
283
Davenport & Co
Davenport & Co
Virginia
$26.5M -$366K 1 0.41% Reduced
284
CC
Carlson Capital
Texas
$25.8M +$4.54M 1 0.28% Increased
285
CP
Cumberland Partners
Ontario, Canada
$25.7M -$620K 1 2.92% Reduced
286
QGM
Quality Growth Management
California
$25.4M -$6.89M 1 26.19% Reduced
287
HCM
Highfields Capital Management
Massachusetts
$25.1M $0 1 0.23% Maintained
288
IRF
IBM Retirement Fund
New York
$25M -$1.39M 1 0.48% Reduced
289
Cincinnati Insurance
Cincinnati Insurance
Ohio
$24.9M $0 1 0.91% Maintained
290
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$24.7M $0 1 0.27% Maintained
291
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$24.7M +$43K 2 0.49% Increased
292
CC
Clearline Capital
New York
$24.6M +$26.8M 1 3.42% New
293
Jane Street
Jane Street
New York
$24M +$18.3M 2 0.16% Increased
294
Suntrust Banks
Suntrust Banks
Georgia
$24M -$6.44M 2 0.15% Reduced
295
SW
SVB Wealth
Massachusetts
$23.8M -$1.45M 1 0.79% Reduced
296
AAM
AMI Asset Management
California
$23.7M +$1.34M 1 1.77% Increased
297
MAI
Marble Arch Investments
New York
$23.6M +$20.1M 1 2.04% New
298
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$23.6M -$551K 2 0.78% Reduced
299
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$23.4M -$3.06M 2 0.13% Reduced
300
MAA
Matrix Asset Advisors
New York
$23.2M +$708K 1 2.92% Increased