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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
PFM
Parsec Financial Management
North Carolina
$12.6M +$1.02M 1 0.91% Increased
302
MAI Capital Management
MAI Capital Management
Ohio
$12.5M +$178K 1 0.76% Increased
303
William Blair & Company
William Blair & Company
Illinois
$12.4M -$3.58M 1 0.09% Reduced
304
CA
Cullinan Associates
Kentucky
$12.4M +$206K 1 0.95% Increased
305
Scotia Capital
Scotia Capital
Ontario, Canada
$12.2M +$1.34M 1 0.17% Increased
306
PEAK6 Group
PEAK6 Group
Illinois
$12.2M -$4.24M 1 0.06% Reduced
307
ABTD
Arvest Bank Trust Division
Oklahoma
$12M +$91K 1 0.86% Increased
308
Calamos Advisors
Calamos Advisors
Illinois
$11.9M +$228K 1 0.09% Increased
309
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$11.9M +$354K 1 0.28% Increased
310
GHA
GW Henssler & Associates
Georgia
$11.8M +$34.6K 1 1.18% Increased
311
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.8M -$168K 1 0.23% Reduced
312
HCM
Howland Capital Management
Massachusetts
$11.7M -$366K 1 0.97% Reduced
313
Gofen & Glossberg
Gofen & Glossberg
Illinois
$11.7M -$884K 1 0.44% Reduced
314
Mutual of America Capital Management
Mutual of America Capital Management
New York
$11.7M -$2.79M 2 0.19% Reduced
315
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$11.7M $0 1 0.14% Maintained
316
CBOA
Commonwealth Bank of Australia
Australia
$11.5M +$1.97M 1 0.11% Increased
317
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$11.5M -$14M 2 0.02% Reduced
318
TCTC Holdings
TCTC Holdings
Texas
$11.4M +$3.37M 1 0.71% Increased
319
MIM
Marco Investment Management
Georgia
$11.3M +$47K 1 1.76% Increased
320
AQR Capital Management
AQR Capital Management
Connecticut
$11.2M -$65M 2 0.01% Reduced
321
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$11.2M -$379K 1 0.64% Reduced
322
SCI
SkyBridge Capital II
New York
$11M -$2.4M 1 3.22% Reduced
323
RIL
Rothschild Investment LLC
Illinois
$11M +$49.8K 1 1.25% Increased
324
SFG
Sather Financial Group
Texas
$11M +$90.5K 1 3.01% Increased
325
11A
10-15 Associates
New York
$11M +$1.03M 1 2.77% Increased