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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
MIM
Marco Investment Management
Georgia
$16M -$99K 1 2.48% Reduced
277
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$15.9M +$807K 1 0.24% Increased
278
IC
InterOcean Capital
Illinois
$15.7M +$4.71M 1 1.84% Increased
279
SFG
Sather Financial Group
Texas
$15.6M +$3.72M 1 3.46% Increased
280
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$15.5M +$203K 2 0.16% Increased
281
MIS
Morningstar Investment Services
Illinois
$15.4M -$281K 1 0.29% Reduced
282
Utah Retirement Systems
Utah Retirement Systems
Utah
$15.4M -$50.2K 1 0.32% Reduced
283
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$15.3M +$497K 1 0.15% Increased
284
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$15.3M +$1.74M 1 0.2% Increased
285
DF
Donoghue Forlines
Massachusetts
$15.2M -$738K 1 1.26% Reduced
286
MSL
Mackay Shields LLC
New York
$15.1M -$3.94M 1 0.1% Reduced
287
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$15M +$1.76M 1 0.34% Increased
288
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$15M -$58.7K 2 0.1% Reduced
289
GAMA
Graticule Asia Macro Advisors
New York
$15M +$14.9M 1 0.95% New
290
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$14.6M +$1.12M 1 1.26% Increased
291
FLII
First Long Island Investors
New York
$14.3M -$596K 1 2.04% Reduced
292
Creative Planning
Creative Planning
Kansas
$14M +$1.15M 2 0.05% Increased
293
FFA
First Foundation Advisors
California
$13.9M -$415K 1 0.81% Reduced
294
WAM
WIM Asset Management
Hong Kong
$13.8M $0 1 6.43% Maintained
295
Norinchukin Bank
Norinchukin Bank
Japan
$13.7M +$1.65M 1 0.2% Increased
296
Nordea Investment Management
Nordea Investment Management
Sweden
$13.7M +$615K 1 0.03% Increased
297
Destination Wealth Management
Destination Wealth Management
California
$13.6M +$1.5M 1 0.82% Increased
298
GHA
GW Henssler & Associates
Georgia
$13.4M +$403K 1 1.32% Increased
299
Meyer Handelman Company
Meyer Handelman Company
New York
$13.3M +$33.5K 1 0.68% Increased
300
MAI Capital Management
MAI Capital Management
Ohio
$13.3M +$274K 1 0.72% Increased