← All themes Artificial Intelligence

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
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$16.1M -$7.34M 1 0.34% Reduced
277
MIM
Marco Investment Management
Georgia
$15.9M -$59.8K 1 2.47% Reduced
278
SRC
Shufro Rose & Co
New York
$15.9M +$19.9K 1 1.57% Increased
279
DF
Donoghue Forlines
Massachusetts
$15.7M +$644K 1 1.36% Increased
280
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$15.7M +$1.04M 2 0.36% Increased
281
MPMG
Minneapolis Portfolio Management Group
Minnesota
$15.6M +$18M 1 2.12% New
282
MIS
Morningstar Investment Services
Illinois
$15.5M +$499K 1 0.3% Increased
283
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$15.5M +$700K 1 0.87% Increased
284
Utah Retirement Systems
Utah Retirement Systems
Utah
$15.3M +$25.5K 1 0.32% Increased
285
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$15.1M -$47.5M 2 0.16% Reduced
286
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$15.1M +$533K 2 0.18% Increased
287
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$14.9M -$1.03M 2 0.1% Reduced
288
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$14.9M -$4.05M 1 0.25% Reduced
289
FLII
First Long Island Investors
New York
$14.7M +$62.5K 1 2.03% Increased
290
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$14.6M -$6.95M 2 0.15% Reduced
291
Manning & Napier Group
Manning & Napier Group
New York
$14.6M +$2.76M 1 0.14% Increased
292
Franklin Resources
Franklin Resources
California
$14.5M -$5.92M 1 0.01% Reduced
293
Boston Financial Management
Boston Financial Management
Massachusetts
$14.3M -$396K 1 0.98% Reduced
294
LHC
Levy Harkins & Co
New York
$14.1M -$710K 1 3.6% Reduced
295
FFA
First Foundation Advisors
California
$14.1M +$302K 1 0.79% Increased
296
PSCM
Prince Street Capital Management
New York
$14.1M +$5.06M 1 2.66% Increased
297
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$13.9M -$9.4M 1 0.09% Reduced
298
WAM
WIM Asset Management
Hong Kong
$13.7M $0 1 7.13% Maintained
299
TCM
Tributary Capital Management
Nebraska
$13.6M +$980K 1 1.14% Increased
300
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$13.4M +$204K 1 0.16% Increased