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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
301
Achmea Investment Management
Achmea Investment Management
Netherlands
$15.8M +$16M 1 0.74% New
302
QF
QVT Financial
New York
$15.7M -$1.92M 1 0.49% Reduced
303
LHC
Levy Harkins & Co
New York
$15.6M +$2.56M 1 5.68% Increased
304
Utah Retirement Systems
Utah Retirement Systems
Utah
$15.4M +$5.8K 1 0.37% Increased
305
FFA
First Foundation Advisors
California
$15.4M +$87.2K 1 0.96% Increased
306
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$15.4M -$6.11M 2 0.13% Reduced
307
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$15.2M +$2.79M 1 0.18% Increased
308
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$15.2M -$3.34M 2 0.12% Reduced
309
RHJA
Rice Hall James & Associates
California
$15.2M -$278K 2 0.74% Reduced
310
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$15M +$107K 1 0.96% Increased
311
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$14.8M +$825K 2 0.34% Increased
312
Daiwa Securities Group
Daiwa Securities Group
Japan
$14.8M -$2.65M 2 0.09% Reduced
313
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.5M -$22.1K 1 0.15% Reduced
314
MIS
Morningstar Investment Services
Illinois
$14.5M +$944K 1 0.37% Increased
315
Calamos Advisors
Calamos Advisors
Illinois
$14.4M -$50.7M 1 0.11% Reduced
316
Edge Asset Management
Edge Asset Management
Washington
$14.2M $0 1 0.11% Maintained
317
Gofen & Glossberg
Gofen & Glossberg
Illinois
$14.2M -$576K 1 0.55% Reduced
318
TU
TDAM USA
Ontario, Canada
$14M +$173K 1 0.71% Increased
319
1832 Asset Management
1832 Asset Management
Ontario, Canada
$14M -$70.5M 1 0.05% Reduced
320
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.9M +$10.5M 1 0.09% Increased
321
Rafferty Asset Management
Rafferty Asset Management
New York
$13.9M +$12.5M 1 0.31% Increased
322
FLII
First Long Island Investors
New York
$13.9M -$198K 1 2.31% Reduced
323
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$13.8M +$497K 1 0.43% Increased
324
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.7M -$161K 1 0.29% Reduced
325
Todd Asset Management
Todd Asset Management
Kentucky
$13.7M -$16.5M 1 0.39% Reduced