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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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$23M +$1.29M 1 0.19% Increased
302
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$22.9M +$1.02M 2 0.58% Increased
303
CISOA
Capital Investment Services of America
Wisconsin
$22.9M -$1.53M 1 2.79% Reduced
304
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$22.6M +$4.58M 1 0.37% Increased
305
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$22.6M -$456K 1 0.41% Reduced
306
TIAA FSB
TIAA FSB
Florida
$22.3M -$1.3M 1 0.1% Reduced
307
SG Americas Securities
SG Americas Securities
New York
$22.2M +$4.83M 2 0.14% Increased
308
BAPIM
British Airways Pensions Investment Management
United Kingdom
$22M $0 1 0.88% Maintained
309
USAA
United Services Automobile Association
Texas
$22M +$3.19M 1 0.43% Increased
310
JLBC
J.L. Bainbridge & Co
Florida
$21.6M +$19.6M 1 3.42% New
311
Shelton Capital Management
Shelton Capital Management
Colorado
$20.8M -$8.35M 1 0.86% Reduced
312
Federated Hermes
Federated Hermes
Pennsylvania
$20.7M -$1.67M 1 0.05% Reduced
313
KeyBank National Association
KeyBank National Association
Ohio
$20.6M -$37.6K 1 0.11% Reduced
314
FCI
Financial Counselors Inc
Kansas
$20.4M -$266K 1 0.6% Reduced
315
MIG
McGuire Investment Group
Rhode Island
$20.3M +$126K 1 6.06% Increased
316
MIM
Marco Investment Management
Georgia
$20.3M -$786K 1 3.33% Reduced
317
PIM
Platinum Investment Management
Australia
$20.1M +$18.6M 1 0.5% New
318
GIM
Goelzer Investment Management
Indiana
$20M -$2.96M 1 1.85% Reduced
319
FFA
First Foundation Advisors
California
$19.9M -$408K 1 0.92% Reduced
320
BCM
BTR Capital Management
California
$19.8M -$171K 1 3.5% Reduced
321
GW&K Investment Management
GW&K Investment Management
Massachusetts
$19.5M +$2.73M 1 0.26% Increased
322
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$19.3M +$17.5M 1 0.94% New
323
NAM
NorthCoast Asset Management
Connecticut
$19.3M -$4.01M 1 0.98% Reduced
324
TM
Tiger Management
New York
$19.2M -$1.22M 1 5.48% Reduced
325
ACM
Atika Capital Management
New York
$19.1M +$17.4M 1 1.57% New