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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
Midwest Trust
Midwest Trust
Kansas
$29.2M +$275K 1 0.36% Increased
277
R.M. Davis Inc
R.M. Davis Inc
Maine
$29M -$3.05M 1 0.52% Reduced
278
Bridgewater Associates
Bridgewater Associates
Connecticut
$28.8M +$547K 1 0.13% Increased
279
PensionDanmark
PensionDanmark
Denmark
$28.6M +$2.29M 1 0.28% Increased
280
Pinnacle Associates
Pinnacle Associates
New York
$28.4M +$934K 2 0.36% Increased
281
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$28.4M +$2.8M 1 0.07% Increased
282
UniSuper Management
UniSuper Management
Australia
$28.3M -$3.2M 1 0.19% Reduced
283
GF Fund Management
GF Fund Management
China
$28.3M -$3.35M 1 0.47% Reduced
284
F
FIFTHDELTA
United Kingdom
$28.1M +$8.68M 1 3.88% Increased
285
Sanctuary Advisors
Sanctuary Advisors
Indiana
$27.9M -$1.61M 2 0.15% Reduced
286
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$27.5M -$2.54M 1 0.64% Reduced
287
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$27.3M +$28M 1 0.22% Increased
288
Calamos Advisors
Calamos Advisors
Illinois
$27.3M +$697K 1 0.1% Increased
289
Xponance
Xponance
Pennsylvania
$27.3M +$421K 1 0.19% Increased
290
DP
Dearborn Partners
Illinois
$27.3M -$2.36M 1 1.48% Reduced
291
DF Dent & Co
DF Dent & Co
Maryland
$27.2M -$6.88M 1 0.52% Reduced
292
Amalgamated Bank
Amalgamated Bank
New York
$26.8M -$1.05M 1 0.21% Reduced
293
Point72 Asset Management
Point72 Asset Management
Connecticut
$26.8M -$15.6M 1 0.03% Reduced
294
CSM Advisors
CSM Advisors
Pennsylvania
$26.3M -$4.22M 1 0.65% Reduced
295
Glenmede Trust
Glenmede Trust
Pennsylvania
$26.2M -$6.39M 1 0.13% Reduced
296
Cresset Asset Management
Cresset Asset Management
Illinois
$25.7M +$782K 2 0.11% Increased
297
MIM
Marco Investment Management
Georgia
$25.7M -$270K 1 1.94% Reduced
298
Boston Trust Walden
Boston Trust Walden
Massachusetts
$25.6M -$1.26M 1 0.21% Reduced
299
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension
$25.4M +$9.45M 1 0.63% Increased
300
Allspring Global Investments
Allspring Global Investments
North Carolina
$25.3M -$18.3M 1 0.04% Reduced