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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
PIA
Piedmont Investment Advisors
North Carolina
$18M +$157K 1 0.37% Increased
277
DWM
Doyle Wealth Management
Florida
$18M +$18.2M 1 3.66% New
278
PTC
Philadelphia Trust Company
Pennsylvania
$17.9M +$12.6M 1 1.47% Increased
279
Scout Investments
Scout Investments
Missouri
$17.9M +$5.68M 1 0.49% Increased
280
CIBC World Markets
CIBC World Markets
New York
$17.9M +$3.07M 1 0.15% Increased
281
Lazard Asset Management
Lazard Asset Management
New York
$17.6M -$3.78M 1 0.03% Reduced
282
William Blair & Company
William Blair & Company
Illinois
$17.3M -$2.54M 1 0.14% Reduced
283
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$17.1M +$7.48M 1 0.3% Increased
284
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$17.1M -$1.16M 1 0.41% Reduced
285
Highbridge Capital Management
Highbridge Capital Management
New York
$17M +$14.4M 2 0.25% Increased
286
Swiss Life Asset Management
Swiss Life Asset Management
$16.9M -$4.03M 1 0.45% Reduced
287
Meyer Handelman Company
Meyer Handelman Company
New York
$16.9M +$656K 1 0.72% Increased
288
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$16.9M +$6.08M 1 0.31% Increased
289
Vaughan David Investments
Vaughan David Investments
Illinois
$16.8M +$14.8M 1 0.87% Increased
290
Squarepoint
Squarepoint
New York
$16.8M +$1.85M 2 0.46% Increased
291
RC
Randolph Company
Ohio
$16.8M +$17M 1 3.21% New
292
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$16.6M -$2.26M 2 0.16% Reduced
293
PR
Payden & Rygel
California
$16.5M $0 1 1.5% Maintained
294
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$16.3M -$405K 2 0.12% Reduced
295
Oppenheimer & Co
Oppenheimer & Co
New York
$16.3M -$33.8K 1 0.46% Reduced
296
DJSG
D.J. St. Germain
Massachusetts
$16.2M +$138K 1 2.26% Increased
297
Mutual of America Capital Management
Mutual of America Capital Management
New York
$16.1M -$1.15M 2 0.29% Reduced
298
GH
GAM Holding
Switzerland
$16.1M +$798K 1 0.25% Increased
299
MAA
Matrix Asset Advisors
New York
$15.9M -$229K 1 2.8% Reduced
300
GCM
Gladstone Capital Management
United Kingdom
$15.9M -$522K 1 13.59% Reduced