← All themes Artificial Intelligence

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
JCM
Jag Capital Management
Missouri
$16.4M +$14M 1 1.92% Increased
302
MIM
Marco Investment Management
Georgia
$16.4M -$204K 1 3% Reduced
303
FCI
Financial Counselors Inc
Kansas
$16M +$2.49M 1 0.51% Increased
304
KeyBank National Association
KeyBank National Association
Ohio
$16M -$52.3K 1 0.09% Reduced
305
TM
Tiger Management
New York
$16M +$14M 1 4.4% New
306
FFA
First Foundation Advisors
California
$15.7M -$885K 1 0.81% Reduced
307
MIG
McGuire Investment Group
Rhode Island
$15.7M +$87.9K 1 5.43% Increased
308
BCM
BTR Capital Management
California
$15.5M -$61.3K 1 2.91% Reduced
309
Frontier Capital Management
Frontier Capital Management
Massachusetts
$15.4M -$1.34M 1 0.14% Reduced
310
Todd Asset Management
Todd Asset Management
Kentucky
$15.3M -$1.84M 1 0.48% Reduced
311
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15.1M +$763K 1 0.21% Increased
312
MAM
Mark Asset Management
New York
$14.9M +$993K 1 2.82% Increased
313
Tredje AP-fonden
Tredje AP-fonden
Sweden
$14.9M +$6.01M 1 0.62% Increased
314
DJSG
D.J. St. Germain
Massachusetts
$14.9M -$53K 1 1.31% Reduced
315
Gofen & Glossberg
Gofen & Glossberg
Illinois
$14.9M -$385K 1 0.5% Reduced
316
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$14.8M -$1.9M 1 0.46% Reduced
317
MSA
Mason Street Advisors
Wisconsin
$14.6M -$186K 1 0.29% Reduced
318
GIP
Greatmark Investment Partners
Georgia
$14.6M -$148K 1 3.86% Reduced
319
WMC
Westwood Management Corporation
Illinois
$14.5M +$12.8M 1 1.5% New
320
USAA
United Services Automobile Association
Texas
$14.3M +$475K 1 0.3% Increased
321
Holocene Advisors
Holocene Advisors
New York
$14.3M +$12.6M 1 0.13% New
322
PEAK6 Investments
PEAK6 Investments
Illinois
$14.1M -$26.1M 1 0.05% Reduced
323
BOK Financial
BOK Financial
Oklahoma
$14.1M +$6.9K 1 0.33% Increased
324
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$14.1M -$745K 1 0.55% Reduced
325
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14M +$3.41M 2 0.11% Increased