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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
HI
Honeywell International
North Carolina
$13.3M -$13.4M 1 0.78% Reduced
302
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$13.3M +$1.2M 1 1.21% Increased
303
TI
Think Investments
California
$13.2M +$15.2M 1 2.89% New
304
Meyer Handelman Company
Meyer Handelman Company
New York
$13.1M +$1.06M 1 0.67% Increased
305
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$13.1M +$1.01M 1 0.3% Increased
306
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$13M +$3.56M 1 0.02% Increased
307
CIBC World Markets
CIBC World Markets
New York
$12.9M -$39.8M 1 0.14% Reduced
308
Nordea Investment Management
Nordea Investment Management
Sweden
$12.9M -$139M 1 0.03% Reduced
309
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$12.9M +$1.72M 2 0.17% Increased
310
GHA
GW Henssler & Associates
Georgia
$12.9M -$141K 1 1.29% Reduced
311
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$12.8M +$127K 1 0.33% Increased
312
MAI Capital Management
MAI Capital Management
Ohio
$12.8M +$92.6K 1 0.73% Increased
313
Creative Planning
Creative Planning
Kansas
$12.7M +$3.3M 2 0.05% Increased
314
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$12.7M +$14.4M 1 0.33% Increased
315
BAM
Berkshire Asset Management
Pennsylvania
$12.7M +$596K 1 1.23% Increased
316
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$12.7M +$138K 1 0.18% Increased
317
Jefferies Group
Jefferies Group
New York
$12.6M +$11.5M 1 0.07% Increased
318
CC
Carlson Capital
Texas
$12.6M +$14.5M 1 0.19% New
319
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$12.6M -$581M 1 0.13% Reduced
320
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$12.6M -$495K 1 0.36% Reduced
321
RCM
Redwood Capital Management
New York
$12.5M +$1.59M 1 0.87% Increased
322
William Blair & Company
William Blair & Company
Illinois
$12.4M -$372K 1 0.09% Reduced
323
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.4M -$20.1K 1 0.23% Reduced
324
GIM
Greylin Investment Management
Virginia
$12.4M +$2.89M 2 2.69% Increased
325
CISOA
Capital Investment Services of America
Wisconsin
$12.3M +$4.23M 1 1.93% Increased