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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
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$13.3M +$262K 1 0.33% Increased
302
Boston Financial Management
Boston Financial Management
Massachusetts
$13.2M -$1.28M 1 0.89% Reduced
303
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$13.2M -$837K 1 0.09% Reduced
304
BAM
Berkshire Asset Management
Pennsylvania
$13.2M +$279K 1 1.23% Increased
305
TI
Think Investments
California
$13M -$367K 1 3.97% Reduced
306
Ariel Investments
Ariel Investments
Illinois
$12.8M +$330K 1 0.14% Increased
307
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$12.8M -$5.21M 1 0.07% Reduced
308
RCM
Redwood Capital Management
New York
$12.6M $0 1 0.87% Maintained
309
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$12.6M +$2.92M 1 0.01% Increased
310
William Blair & Company
William Blair & Company
Illinois
$12.5M -$57.3K 1 0.09% Reduced
311
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$12.5M -$352K 1 0.2% Reduced
312
CISOA
Capital Investment Services of America
Wisconsin
$12.5M -$16.6K 1 1.96% Reduced
313
AL
Arnhold LLC
New York
$12.4M +$681K 1 2.18% Increased
314
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$12.3M +$5.81M 1 0.02% Increased
315
PHS
Pekin Hardy Strauss
Illinois
$12.1M +$1.46M 1 2.3% Increased
316
CIBC World Market
CIBC World Market
Ontario, Canada
$12.1M -$4.83M 1 0.05% Reduced
317
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12M -$605K 1 0.21% Reduced
318
11A
10-15 Associates
New York
$12M +$143K 1 2.69% Increased
319
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$11.9M -$3.3M 1 0.15% Reduced
320
CAM
Capco Asset Management
Florida
$11.8M +$17.9K 1 8.4% Increased
321
MSA
Mason Street Advisors
Wisconsin
$11.7M +$101K 1 0.26% Increased
322
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$11.6M -$7.98K 1 0.21% Reduced
323
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$11.6M -$1.33M 2 0.16% Reduced
324
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$11.5M -$177K 1 0.26% Reduced
325
Brown Advisory
Brown Advisory
Maryland
$11.5M -$80.8M 1 0.04% Reduced