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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
Creative Planning
Creative Planning
Kansas
$16.2M -$378K 2 0.05% Reduced
277
DZ Bank
DZ Bank
Germany
$16.2M +$6.59M 1 0.05% Increased
278
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$16M +$10.6M 1 0.32% Increased
279
BAM
Berkshire Asset Management
Pennsylvania
$15.8M -$1.5M 1 1.36% Reduced
280
Amalgamated Bank
Amalgamated Bank
New York
$15.7M +$3.07M 2 0.33% Increased
281
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$15.7M +$521K 1 0.3% Increased
282
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$15.7M +$106K 1 0.09% Increased
283
GIM
Goelzer Investment Management
Indiana
$15.6M -$46.9K 1 1.43% Reduced
284
CISOA
Capital Investment Services of America
Wisconsin
$15.6M +$312K 1 2.3% Increased
285
Destination Wealth Management
Destination Wealth Management
California
$15.3M +$417K 1 0.83% Increased
286
Todd Asset Management
Todd Asset Management
Kentucky
$15M -$5.12M 1 0.41% Reduced
287
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$14.9M -$323K 1 0.43% Reduced
288
CHCM
Columbus Hill Capital Management
New Jersey
$14.9M -$1.66M 1 1.86% Reduced
289
SG Americas Securities
SG Americas Securities
New York
$14.8M +$2.25M 2 0.12% Increased
290
KeyBank National Association
KeyBank National Association
Ohio
$14.8M -$570K 1 0.08% Reduced
291
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$14.7M -$13.1M 1 0.14% Reduced
292
MIM
Marco Investment Management
Georgia
$14.1M +$45.2K 1 2.41% Increased
293
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$14.1M -$1.1M 1 0.45% Reduced
294
TM
Tiger Management
New York
$14M +$4.49M 1 5.3% Increased
295
Raymond James Trust
Raymond James Trust
Florida
$13.7M -$146K 1 0.7% Reduced
296
FCM
Fairbanks Capital Management
California
$13.5M -$1.6M 1 13.89% Reduced
297
FFA
First Foundation Advisors
California
$13.3M +$261K 1 0.71% Increased
298
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$13.3M -$384K 1 0.37% Reduced
299
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$13.2M -$77.9M 1 0.09% Reduced
300
MSA
Mason Street Advisors
Wisconsin
$13.2M -$14.1K 1 0.27% Reduced