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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
GIM
Goelzer Investment Management
Indiana
$18M -$55.5K 1 1.55% Reduced
277
TCM
Tributary Capital Management
Nebraska
$18M -$502K 1 1.26% Reduced
278
Destination Wealth Management
Destination Wealth Management
California
$18M +$292K 1 0.91% Increased
279
BAM
Berkshire Asset Management
Pennsylvania
$17.9M -$347K 1 1.52% Reduced
280
TPSF
Texas Permanent School Fund
Texas
$17.8M -$2.04M 1 0.27% Reduced
281
Todd Asset Management
Todd Asset Management
Kentucky
$17.8M +$421K 1 0.44% Increased
282
Amalgamated Bank
Amalgamated Bank
New York
$17.7M -$431K 2 0.33% Reduced
283
HA
HHLR Advisors
Cayman Islands
$17.6M +$16.7M 1 0.22% New
284
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.5M -$4.29M 1 0.11% Reduced
285
CLCM
Crawford Lake Capital Management
New Jersey
$17.3M +$16.4M 1 2.63% New
286
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$17.3M -$809K 1 0.1% Reduced
287
Swiss Life Asset Management
Swiss Life Asset Management
$17.3M -$14M 1 0.33% Reduced
288
Level Four Advisory Services
Level Four Advisory Services
Texas
$16.9M +$366K 1 0.67% Increased
289
Woodline Partners
Woodline Partners
California
$16.8M +$15.9M 1 0.69% New
290
Norinchukin Bank
Norinchukin Bank
Japan
$16.7M -$2.23M 1 0.22% Reduced
291
TM
Tiger Management
New York
$16.6M +$427K 1 4.72% Increased
292
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$16.5M +$227K 1 0.48% Increased
293
KeyBank National Association
KeyBank National Association
Ohio
$16.5M -$546K 1 0.09% Reduced
294
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$16.4M -$2.65M 1 0.45% Reduced
295
Raymond James Trust
Raymond James Trust
Florida
$16.3M +$493K 1 0.78% Increased
296
Jefferies Group
Jefferies Group
New York
$16.3M -$3.25M 1 0.13% Reduced
297
ARTA
A.R.T. Advisors
New York
$16.2M -$1.86M 2 0.8% Reduced
298
MIM
Marco Investment Management
Georgia
$16.2M -$149K 1 2.51% Reduced
299
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$15.8M +$2.2M 2 0.1% Increased
300
PR
Payden & Rygel
California
$15.7M -$20.1M 1 0.98% Reduced