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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
BAM
Berkshire Asset Management
Pennsylvania
$12.8M +$129K 1 1.09% Increased
277
MIS
Morningstar Investment Services
Illinois
$12.6M -$496K 1 0.22% Reduced
278
CBOA
Commonwealth Bank of Australia
Australia
$12.6M +$513K 1 0.12% Increased
279
Capital Investment Advisors
Capital Investment Advisors
Georgia
$12.6M +$771K 1 0.73% Increased
280
William Blair & Company
William Blair & Company
Illinois
$12.5M +$89K 2 0.08% Increased
281
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.3M +$312K 1 0.19% Increased
282
AQR Capital Management
AQR Capital Management
Connecticut
$12.3M +$5.84M 1 0.01% Increased
283
KeyBank National Association
KeyBank National Association
Ohio
$12.3M -$3.02M 1 0.07% Reduced
284
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$12.2M +$1.85M 2 0.09% Increased
285
Creative Planning
Creative Planning
Kansas
$12.2M -$67.7K 1 0.04% Reduced
286
FLII
First Long Island Investors
New York
$12M -$3.8M 1 1.54% Reduced
287
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$11.9M -$1.63M 1 0.14% Reduced
288
MSL
Mackay Shields LLC
New York
$11.8M -$1.27M 1 0.09% Reduced
289
AL
Arnhold LLC
New York
$11.7M -$551K 1 2.1% Reduced
290
Jefferies Group
Jefferies Group
New York
$11.6M +$7.09M 1 0.1% Increased
291
PineBridge Investments
PineBridge Investments
New York
$11.6M +$41.9K 1 0.24% Increased
292
CISOA
Capital Investment Services of America
Wisconsin
$11.4M -$43.3K 1 1.83% Reduced
293
ACM
Alight Capital Management
New York
$11.4M +$9.18M 1 6.71% Increased
294
Calamos Advisors
Calamos Advisors
Illinois
$11.4M +$107K 1 0.07% Increased
295
B
BP
United Kingdom
$11.2M $0 1 0.44% Maintained
296
OAMG
Odey Asset Management Group
United Kingdom
$11.2M +$4.45M 1 0.9% Increased
297
GIM
Goelzer Investment Management
Indiana
$11M +$171K 1 1.04% Increased
298
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$11M +$741K 1 0.07% Increased
299
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$11M -$1.07M 1 0.15% Reduced
300
RIA
RPG Investment Advisory
California
$10.9M +$817K 2 2.54% Increased