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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
Raymond James Trust
Raymond James Trust
Florida
$25.4M +$446K 1 0.91% Increased
302
New York Life Investment Management
New York Life Investment Management
New York
$25.4M +$27M 1 0.29% New
303
MAA
Matrix Asset Advisors
New York
$24.9M +$1.91M 1 3.83% Increased
304
M&G Investment Management
M&G Investment Management
United Kingdom
$24.9M +$1.8M 1 0.15% Increased
305
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$24.9M +$217K 1 1.12% Increased
306
Connectus Wealth
Connectus Wealth
Ohio
$24.9M +$1.52M 1 0.57% Increased
307
USAA
United Services Automobile Association
Texas
$24.8M +$16.1M 1 0.65% Increased
308
CAM
ClariVest Asset Management
California
$24.8M -$1.11M 1 1.08% Reduced
309
IFM Investors
IFM Investors
Australia
$24.4M +$1.86M 1 0.43% Increased
310
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$23.9M +$17M 2 0.18% Increased
311
MUFG Americas
MUFG Americas
New York
$23.8M -$125K 1 0.54% Reduced
312
Mutual of America Capital Management
Mutual of America Capital Management
New York
$23.8M +$1.49M 2 0.31% Increased
313
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$23.8M +$1.49M 2 0.34% Increased
314
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$23.7M -$74.3K 2 0.13% Reduced
315
Hancock Whitney
Hancock Whitney
Mississippi
$23.6M -$595K 1 0.94% Reduced
316
CISOA
Capital Investment Services of America
Wisconsin
$23.4M -$520K 1 3.04% Reduced
317
Swiss Life Asset Management
Swiss Life Asset Management
$23.3M +$7.1M 1 0.38% Increased
318
Yousif Capital Management
Yousif Capital Management
Michigan
$23.1M -$665K 1 0.3% Reduced
319
Millennium Management
Millennium Management
New York
$22.9M -$86.7M 3 0.01% Reduced
320
HP
Holowesko Partners
Bahamas
$22.7M +$3.91M 1 11.89% Increased
321
MAM
Mark Asset Management
New York
$22.6M +$2.07M 1 5.47% Increased
322
VHAM
Van Hulzen Asset Management
California
$22.6M +$18.2M 1 2.7% Increased
323
Destination Wealth Management
Destination Wealth Management
California
$22.6M +$65.9K 1 0.91% Increased
324
Mercer Global Advisors
Mercer Global Advisors
Colorado
$22.3M +$738K 1 0.14% Increased
325
CIM
Chiron Investment Management
New York
$21.7M +$23.1M 1 3.64% New