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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
MIS
Morningstar Investment Services
Illinois
$14.3M +$313K 1 0.31% Increased
277
LHC
Levy Harkins & Co
New York
$14.3M +$273K 1 4.7% Increased
278
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$14.3M +$923K 1 0.86% Increased
279
Shelton Capital Management
Shelton Capital Management
Colorado
$14.2M -$1.03M 1 0.96% Reduced
280
GES
GO ETF Solutions
United Kingdom
$14.2M +$3.97M 2 2.63% Increased
281
PTC
Philadelphia Trust Company
Pennsylvania
$14.2M -$831K 1 1.16% Reduced
282
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$14.1M -$695K 1 0.17% Reduced
283
Simplex Trading
Simplex Trading
Illinois
$14.1M -$7.62M 2 0.57% Reduced
284
Utah Retirement Systems
Utah Retirement Systems
Utah
$14.1M +$21.2K 1 0.32% Increased
285
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$14M -$733K 1 0.35% Reduced
286
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$14M -$808K 2 0.1% Reduced
287
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$13.7M -$11.8M 1 0.08% Reduced
288
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.6M +$497K 1 0.12% Increased
289
Walleye Trading
Walleye Trading
New York
$13.6M +$4.64M 1 0.07% Increased
290
Ariel Investments
Ariel Investments
Illinois
$13.5M +$2.49M 1 0.16% Increased
291
Winton Group
Winton Group
United Kingdom
$13.4M -$1.51M 1 0.43% Reduced
292
Boston Financial Management
Boston Financial Management
Massachusetts
$13.3M +$4.15M 1 0.95% Increased
293
CCM
Cadence Capital Management
Massachusetts
$13.2M +$3.55M 1 0.83% Increased
294
Nomura Holdings
Nomura Holdings
Japan
$13.2M +$3.28M 1 0.03% Increased
295
TCM
Tributary Capital Management
Nebraska
$13M -$39.6K 1 1.12% Reduced
296
GL
GLG LLC
New York
$12.9M +$6.62M 1 0.84% Increased
297
Manning & Napier Advisors
Manning & Napier Advisors
New York
$12.9M -$1.08M 1 0.11% Reduced
298
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$12.7M +$167K 1 0.36% Increased
299
Oppenheimer & Co
Oppenheimer & Co
New York
$12.7M +$890K 1 0.34% Increased
300
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$12.6M -$31.7K 1 0.33% Reduced