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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
CISOA
Capital Investment Services of America
Wisconsin
$27M -$108K 1 2.57% Reduced
302
TPSF
Texas Permanent School Fund
Texas
$26.8M -$311K 1 0.31% Reduced
303
Shelton Capital Management
Shelton Capital Management
Colorado
$26.7M -$19.4M 1 1.01% Reduced
304
NAM
NorthCoast Asset Management
Connecticut
$26.6M +$576K 1 0.95% Increased
305
CIBC World Markets
CIBC World Markets
New York
$26.6M -$7.71M 1 0.19% Reduced
306
Banco Santander
Banco Santander
Spain
$26.4M +$1.98M 1 0.15% Increased
307
Destination Wealth Management
Destination Wealth Management
California
$26M +$16.9K 1 1% Increased
308
Cerity Partners
Cerity Partners
New York
$25.7M +$1.32M 1 0.56% Increased
309
GHA
GW Henssler & Associates
Georgia
$25.6M -$585K 1 1.69% Reduced
310
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$25.5M +$4.54M 2 0.29% Increased
311
MSL
Mackay Shields LLC
New York
$25.4M -$16.4M 1 0.24% Reduced
312
Advisors Asset Management
Advisors Asset Management
Colorado
$25.3M +$3.4M 1 0.36% Increased
313
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.3M -$1.43M 1 0.15% Reduced
314
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$25.1M -$4.1M 2 0.23% Reduced
315
Rathbones Group
Rathbones Group
United Kingdom
$24.9M -$3.1M 1 0.28% Reduced
316
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$24.7M -$2.58M 2 0.42% Reduced
317
MIG
McGuire Investment Group
Rhode Island
$24.7M -$384K 1 4.68% Reduced
318
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$24.6M +$2.88M 1 1.26% Increased
319
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$24.5M +$2.99M 1 0.39% Increased
320
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$24.4M +$15.5M 3 0.27% Increased
321
BCM
BTR Capital Management
California
$24.3M +$201K 1 3.04% Increased
322
JCM
Jag Capital Management
Missouri
$24.2M +$6.43M 1 1.9% Increased
323
FMLI
Fukoku Mutual Life Insurance
Japan
$24M +$9.19M 1 1.92% Increased
324
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$24M +$3.24M 1 0.3% Increased
325
Swiss Life Asset Management
Swiss Life Asset Management
$23.8M +$6.47M 1 0.24% Increased