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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
DJSG
D.J. St. Germain
Massachusetts
$14.7M -$128K 1 1.75% Reduced
277
SAM
Stansberry Asset Management
Texas
$14.7M -$562K 1 4.61% Reduced
278
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$14.6M -$638K 2 0.1% Reduced
279
AAM
AO Asset Management
New York
$14.6M +$15.5M 1 1.98% New
280
PEAK6 Investments
PEAK6 Investments
Illinois
$14.4M +$9.93M 2 0.09% Increased
281
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.4M -$1.08M 1 0.13% Reduced
282
Arizona State Retirement System
Arizona State Retirement System
Arizona
$14.2M -$6.04M 1 0.18% Reduced
283
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$14.1M +$2.02M 1 0.04% Increased
284
Boston Financial Management
Boston Financial Management
Massachusetts
$14M +$1.03M 1 0.97% Increased
285
Destination Wealth Management
Destination Wealth Management
California
$14M +$789 1 0.84% Increased
286
TPSF
Texas Permanent School Fund
Texas
$13.9M -$4.37M 1 0.24% Reduced
287
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$13.8M +$588K 2 0.18% Increased
288
FFA
First Foundation Advisors
California
$13.8M -$143K 1 0.87% Reduced
289
MAI Capital Management
MAI Capital Management
Ohio
$13.7M +$73.6K 1 0.8% Increased
290
GHA
GW Henssler & Associates
Georgia
$13.7M +$12.1K 1 1.46% Increased
291
Meyer Handelman Company
Meyer Handelman Company
New York
$13.6M -$140K 1 0.77% Reduced
292
TI
Think Investments
California
$13.6M +$370K 1 8.08% Increased
293
MIM
Marco Investment Management
Georgia
$13.5M -$2.82M 1 2.68% Reduced
294
DZ Bank
DZ Bank
Germany
$13.5M +$1.41M 1 0.05% Increased
295
Comerica Bank
Comerica Bank
Texas
$13.3M -$2.11M 1 0.11% Reduced
296
Squarepoint
Squarepoint
New York
$13.2M +$9.82M 1 0.15% Increased
297
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$13.2M +$379K 1 0.02% Increased
298
MSL
Mackay Shields LLC
New York
$13.2M -$6.02M 1 0.11% Reduced
299
MIS
Morningstar Investment Services
Illinois
$13.1M -$1.77M 1 0.26% Reduced
300
CAM
Capco Asset Management
Florida
$13M +$563K 1 8.54% Increased