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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
GHA
GW Henssler & Associates
Georgia
$24.4M -$1.52M 1 1.74% Reduced
302
NAM
NorthCoast Asset Management
Connecticut
$24.1M +$15.1M 1 0.98% Increased
303
Destination Wealth Management
Destination Wealth Management
California
$24.1M -$792K 1 0.99% Reduced
304
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$24.1M +$5.98M 1 0.48% Increased
305
Braun Stacey Associates
Braun Stacey Associates
New York
$24M -$3.86M 1 1.01% Reduced
306
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$23.9M +$3.18M 1 0.62% Increased
307
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$23.9M +$1.79M 1 0.18% Increased
308
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$23.8M +$15.7M 2 0.3% Increased
309
MIG
McGuire Investment Group
Rhode Island
$23.2M +$710K 1 4.91% Increased
310
TSAM
Trinity Street Asset Management
United Kingdom
$22.7M -$18.8M 1 3.07% Reduced
311
DnB Asset Management
DnB Asset Management
Norway
$22.6M +$3.34M 1 0.16% Increased
312
Banco Santander
Banco Santander
Spain
$22.5M +$2.67M 1 0.16% Increased
313
Cerity Partners
Cerity Partners
New York
$22.5M +$2.21M 1 0.53% Increased
314
Fidelity International
Fidelity International
Bermuda
$22.5M -$78.1M 1 0.03% Reduced
315
BCM
BTR Capital Management
California
$22.4M +$803K 1 3.26% Increased
316
Rockefeller Capital Management
Rockefeller Capital Management
New York
$22.2M +$2.15M 2 0.15% Increased
317
KeyBank National Association
KeyBank National Association
Ohio
$22M -$763K 1 0.1% Reduced
318
TM
Tiger Management
New York
$21.7M $0 1 4.26% Maintained
319
Capstone Investment Advisors
Capstone Investment Advisors
New York
$21.3M +$23.2M 1 0.06% New
320
FFA
First Foundation Advisors
California
$21.3M -$1.39M 1 0.91% Reduced
321
Quadrature Capital
Quadrature Capital
United Kingdom
$21.3M +$23.1M 2 1.03% New
322
GIM
Goelzer Investment Management
Indiana
$20.9M -$1.06M 1 1.84% Reduced
323
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$20.9M -$3.38M 1 0.89% Reduced
324
Mutual of America Capital Management
Mutual of America Capital Management
New York
$20.8M +$401K 1 0.22% Increased
325
GAMA
Graticule Asia Macro Advisors
New York
$20.7M +$22.4M 1 3.45% New