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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
CAM
Capstone Asset Management
Texas
$18M +$7.29M 1 0.52% Increased
277
AC
Ascend Capital
California
$17.9M -$32.8M 1 1.71% Reduced
278
NAM
North American Management
Massachusetts
$17.8M +$2.02M 1 2.91% Increased
279
R.M. Davis Inc
R.M. Davis Inc
Maine
$17.8M -$128K 1 0.91% Reduced
280
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$17.6M +$1.32M 1 0.41% Increased
281
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$17.5M -$2.58M 2 0.55% Reduced
282
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$17.5M -$2.55M 1 0.16% Reduced
283
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$17.3M -$49.6M 1 0.1% Reduced
284
PIA
Piedmont Investment Advisors
North Carolina
$17.2M +$253K 1 0.36% Increased
285
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17.2M +$1.13M 2 0.15% Increased
286
Soros Fund Management
Soros Fund Management
New York
$17.2M +$14.2M 2 0.38% Increased
287
CCM
Compass Capital Management
Minnesota
$17M +$866K 1 3.39% Increased
288
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$17M +$40.7K 1 0.39% Increased
289
QIM
Quantitative Investment Management
Virginia
$16.6M +$15.9M 1 0.8% New
290
Welch & Forbes
Welch & Forbes
Massachusetts
$16.4M -$1.08M 1 0.51% Reduced
291
Advisors Asset Management
Advisors Asset Management
Colorado
$16.3M +$1.28M 2 0.27% Increased
292
RNC Capital Management
RNC Capital Management
California
$16.3M +$3.09M 1 1.61% Increased
293
FFA
First Foundation Advisors
California
$16.3M +$584K 1 1.18% Increased
294
HM Payson & Co
HM Payson & Co
Maine
$16.3M +$6.82M 1 0.85% Increased
295
Wasatch Advisors
Wasatch Advisors
Utah
$16.3M -$5.36M 1 0.25% Reduced
296
Swiss Life Asset Management
Swiss Life Asset Management
$16.2M +$541K 1 0.68% Increased
297
Cohen & Steers
Cohen & Steers
New York
$15.9M +$3.2M 1 0.04% Increased
298
Perpetual Ltd
Perpetual Ltd
Australia
$15.5M -$3.22M 1 1.57% Reduced
299
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.4M -$577K 1 0.36% Reduced
300
ClearBridge Investments
ClearBridge Investments
New York
$15.3M +$14M 2 0.02% Increased