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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
PDM
Penn Davis McFarland
Texas
$34.2M -$1.83M 1 5.31% Reduced
302
JLBC
J.L. Bainbridge & Co
Florida
$34M -$559K 1 3.62% Reduced
303
MIM
Marco Investment Management
Georgia
$33.7M +$163K 1 3.18% Increased
304
Czech National Bank
Czech National Bank
Czech Republic
$33.2M +$215K 1 0.43% Increased
305
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$32.9M -$1.4M 1 1.22% Reduced
306
Utah Retirement Systems
Utah Retirement Systems
Utah
$32.8M -$15.5K 1 0.38% Reduced
307
Mediolanum International Funds
Mediolanum International Funds
Ireland
$32.3M +$29.5M 1 0.52% New
308
FLII
First Long Island Investors
New York
$32M -$438K 1 2.67% Reduced
309
CISOA
Capital Investment Services of America
Wisconsin
$31.4M -$659K 1 3.03% Reduced
310
GTS Securities
GTS Securities
Florida
$31.3M +$19.4M 1 0.06% Increased
311
Vident Advisory
Vident Advisory
Georgia
$31.2M +$16.6M 1 0.65% Increased
312
Destination Wealth Management
Destination Wealth Management
California
$31.2M -$294K 1 1.04% Reduced
313
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$31.1M -$56.2M 1 0.38% Reduced
314
MAA
Matrix Asset Advisors
New York
$31M -$3.05M 1 3.71% Reduced
315
GIM
Greylin Investment Management
Virginia
$30.3M -$435K 1 4.86% Reduced
316
Gotham Asset Management
Gotham Asset Management
New York
$30.2M +$10M 1 0.46% Increased
317
GIP
Greatmark Investment Partners
Georgia
$29.9M -$563K 1 4.25% Reduced
318
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$29.3M +$298K 1 0.63% Increased
319
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$29M +$23.6M 1 0.01% Increased
320
Profund Advisors
Profund Advisors
Maryland
$29M +$1.41M 1 1.13% Increased
321
New York Life Investment Management
New York Life Investment Management
New York
$28.7M -$875K 1 0.29% Reduced
322
FMLI
Fukoku Mutual Life Insurance
Japan
$28.2M -$464K 1 2.22% Reduced
323
Penserra Capital Management
Penserra Capital Management
California
$28.2M -$4.46M 1 0.35% Reduced
324
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$28M +$25.6M 1 0.01% New
325
MPMG
Minneapolis Portfolio Management Group
Minnesota
$28M -$12.6M 1 3.82% Reduced