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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
Sculptor Capital
Sculptor Capital
New York
$15.7M +$15.1M 1 0.08% New
277
GIM
Goelzer Investment Management
Indiana
$15.6M +$934K 1 1.44% Increased
278
CBT
Capital Bank & Trust
California
$15.6M -$5.72M 1 0.19% Reduced
279
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$15.6M +$914K 1 0.09% Increased
280
KeyBank National Association
KeyBank National Association
Ohio
$15.3M -$1.02M 1 0.09% Reduced
281
CISOA
Capital Investment Services of America
Wisconsin
$15.2M -$24.8K 1 2.24% Reduced
282
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$15.2M -$20.3M 1 0.43% Reduced
283
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$15.2M -$2.65M 1 0.3% Reduced
284
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$15.1M -$3.08M 1 0.48% Reduced
285
FCM
Fairbanks Capital Management
California
$15.1M -$15.2M 1 16.07% Reduced
286
Federated Hermes
Federated Hermes
Pennsylvania
$15M -$6.33M 1 0.04% Reduced
287
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15M +$12.9M 1 0.14% Increased
288
Destination Wealth Management
Destination Wealth Management
California
$14.8M -$4.17M 1 0.82% Reduced
289
Pacer Advisors
Pacer Advisors
Pennsylvania
$14.5M -$3.28M 1 0.35% Reduced
290
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$14.3M +$996K 2 0.24% Increased
291
Wasatch Advisors
Wasatch Advisors
Utah
$14.2M +$5M 1 0.14% Increased
292
Jane Street
Jane Street
New York
$14.1M -$129M 2 0.03% Reduced
293
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$14.1M -$3.36M 1 0.06% Reduced
294
MIM
Marco Investment Management
Georgia
$14M -$3.86M 1 2.5% Reduced
295
TCM
Tributary Capital Management
Nebraska
$14M -$7.21K 1 0.99% Reduced
296
Great Lakes Advisors
Great Lakes Advisors
Illinois
$13.8M +$14M 1 0.3% New
297
Raymond James Trust
Raymond James Trust
Florida
$13.8M +$166K 1 0.76% Increased
298
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$13.7M +$68.6K 1 0.38% Increased
299
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$13.3M -$2.85M 2 0.1% Reduced
300
MSA
Mason Street Advisors
Wisconsin
$13.2M +$52.3K 1 0.28% Increased