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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
FCI
Financial Counselors Inc
Kansas
$36M +$1.66M 1 0.74% Increased
302
CAM
ClariVest Asset Management
California
$35.6M -$843K 2 1.09% Reduced
303
Raymond James Trust
Raymond James Trust
Florida
$35M -$869K 1 1.04% Reduced
304
Hancock Whitney
Hancock Whitney
Mississippi
$34.9M +$26.6K 1 1.1% Increased
305
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$34.8M -$54.6M 2 0.51% Reduced
306
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$34.6M +$1.62M 1 0.5% Increased
307
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$34.5M -$802K 2 0.47% Reduced
308
CISOA
Capital Investment Services of America
Wisconsin
$34.2M -$327K 1 3.1% Reduced
309
Yousif Capital Management
Yousif Capital Management
Michigan
$34M +$29.7M 1 0.35% New
310
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$33.7M +$4.01M 1 1.11% Increased
311
MUFG Americas
MUFG Americas
New York
$33.2M +$504K 1 0.62% Increased
312
Destination Wealth Management
Destination Wealth Management
California
$33.1M -$373K 1 1.17% Reduced
313
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$32.3M +$18.2M 2 0.63% Increased
314
WMC
Westwood Management Corporation
Illinois
$32.1M +$22.4M 1 2.46% Increased
315
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$32.1M +$4.68M 2 0.31% Increased
316
JCM
Jag Capital Management
Missouri
$32M -$734K 1 2.45% Reduced
317
Rathbones Group
Rathbones Group
United Kingdom
$32M -$5.31M 1 0.31% Reduced
318
TSAM
Trinity Street Asset Management
United Kingdom
$31.8M +$4.07M 1 3.49% Increased
319
Artemis Investment Management
Artemis Investment Management
United Kingdom
$31.4M -$27M 1 0.23% Reduced
320
BCM
BTR Capital Management
California
$31.1M -$282K 1 3.51% Reduced
321
FMLI
Fukoku Mutual Life Insurance
Japan
$31M $0 1 2.29% Maintained
322
GIM
Greylin Investment Management
Virginia
$30.9M -$2.7M 1 5.82% Reduced
323
MIG
McGuire Investment Group
Rhode Island
$30.9M -$965K 1 5.08% Reduced
324
APG Asset Management
APG Asset Management
Netherlands
$30.8M -$5.92M 1 0.05% Reduced
325
MSL
Mackay Shields LLC
New York
$30.6M -$832K 1 0.25% Reduced