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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
GW Henssler & Associates
GW Henssler & Associates
Georgia
$14.4M -$1.24M 1 1.46% Reduced
277
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
$14.1M +$210K 1 2.26% Increased
278
Texas Permanent School Fund
Texas Permanent School Fund
Texas
$14M +$459K 1 0.26% Increased
279
Destination Wealth Management
Destination Wealth Management
California
$14M +$248K 1 0.86% Increased
280
T
TOBAM
France
$13.9M -$11.6M 1 1.1% Reduced
281
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$13.9M +$207K 1 1.44% Increased
282
Creative Planning
Creative Planning
Kansas
$13.8M -$116K 1 0.05% Reduced
283
Goelzer Investment Management
Goelzer Investment Management
Indiana
$13.7M -$106K 1 1.57% Reduced
284
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$13.5M -$542K 1 0.52% Reduced
285
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$13.4M +$83.1K 1 0.09% Increased
286
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$13.3M +$1.56M 1 0.46% Increased
287
Amalgamated Bank
Amalgamated Bank
New York
$13.2M -$497K 2 0.32% Reduced
288
Raymond James Trust
Raymond James Trust
Florida
$13.2M +$779K 1 0.78% Increased
289
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.1M -$328K 1 0.15% Reduced
290
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$13.1M +$1.3M 1 1.35% Increased
291
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$13M +$8.36M 1 0.11% Increased
292
Todd Asset Management
Todd Asset Management
Kentucky
$12.9M -$897K 1 0.49% Reduced
293
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$12.8M -$41.8M 1 0.31% Reduced
294
Profund Advisors
Profund Advisors
Maryland
$12.6M -$5.15M 1 0.95% Reduced
295
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$12.6M -$52.3K 1 0.46% Reduced
296
First Foundation Advisors
First Foundation Advisors
California
$12.4M +$1.35M 1 0.76% Increased
297
MIM
Marco Investment Management
Georgia
$12.3M -$74K 1 2.62% Reduced
298
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$12.2M +$4.89M 2 0.45% Increased
299
First Long Island Investors
First Long Island Investors
New York
$12.2M +$2.62M 1 1.66% Increased
300
KeyBank National Association
KeyBank National Association
Ohio
$11.9M -$898K 1 0.08% Reduced