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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
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$11.8M +$10.6M 1 0.18% Increased
302
McGuire Investment Group
McGuire Investment Group
Rhode Island
$11.5M +$186K 1 4.8% Increased
303
BTR Capital Management
BTR Capital Management
California
$11.5M +$1.04M 1 2.55% Increased
304
Gofen & Glossberg
Gofen & Glossberg
Illinois
$11.4M +$540K 1 0.45% Increased
305
Pacer Advisors
Pacer Advisors
Pennsylvania
$11.3M +$12M 1 0.23% Increased
306
6 Meridian
6 Meridian
Kansas
$11.3M -$12.1M 1 1.19% Reduced
307
PIA
Piedmont Investment Advisors
North Carolina
$11.1M +$1.36M 1 0.44% Increased
308
D.J. St. Germain
D.J. St. Germain
Massachusetts
$11.1M -$3.37M 1 1.09% Reduced
309
USS Investment Management
USS Investment Management
United Kingdom
$11.1M +$13.4M 1 0.15% New
310
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$11.1M -$749K 1 0.51% Reduced
311
Mason Street Advisors
Mason Street Advisors
Wisconsin
$11M $0 1 0.25% Maintained
312
Greatmark Investment Partners
Greatmark Investment Partners
Georgia
$11M +$172K 1 3.53% Increased
313
Matrix Asset Advisors
Matrix Asset Advisors
New York
$10.9M -$190K 1 2.47% Reduced
314
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$10.7M -$23.1M 1 0.11% Reduced
315
Welch & Forbes
Welch & Forbes
Massachusetts
$10.6M +$70.9K 1 0.3% Increased
316
CM
Capital Management
Virginia
$10.6M +$12.8M 1 3.88% New
317
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$10.6M -$267K 1 0.26% Reduced
318
Mutual of America Capital Management
Mutual of America Capital Management
New York
$10.5M +$126K 1 0.18% Increased
319
BOK Financial
BOK Financial
Oklahoma
$10.4M -$575K 1 0.3% Reduced
320
Wolverine Trading
Wolverine Trading
Illinois
$10.4M +$4.62M 2 0.03% Increased
321
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$10.4M +$5.89M 1 0.37% Increased
322
Connors Investor Services
Connors Investor Services
Pennsylvania
$10.3M +$12.5M 1 1.78% New
323
Mark Asset Management
Mark Asset Management
New York
$10.2M +$1.1M 1 2.36% Increased
324
United Services Automobile Association
United Services Automobile Association
Texas
$10.2M +$12.4M 1 0.14% New
325
HoyleCohen
HoyleCohen
California
$10.2M -$573K 1 2.03% Reduced