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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
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$32.6M -$310K 1 0.43% Reduced
302
MIM
Marco Investment Management
Georgia
$32.4M +$1.07M 1 2.7% Increased
303
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32M +$5.45M 2 0.11% Increased
304
ARK Investment Management
ARK Investment Management
Florida
$31.8M +$244K 1 0.23% Increased
305
FMLI
Fukoku Mutual Life Insurance
Japan
$31.6M -$38.3K 1 2.01% Reduced
306
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$31.4M +$620K 1 0.1% Increased
307
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$30.9M +$490K 2 0.28% Increased
308
Wolverine Trading
Wolverine Trading
Illinois
$30.8M -$19M 3 0.03% Reduced
309
TCM
Telos Capital Management
California
$30.5M -$585K 1 3.1% Reduced
310
PDM
Penn Davis McFarland
Texas
$30.4M -$79.9K 1 3.43% Reduced
311
DCP
Distillate Capital Partners
Illinois
$30.4M -$2.08M 1 1.63% Reduced
312
Balyasny Asset Management
Balyasny Asset Management
Illinois
$30.4M +$11.4M 1 0.05% Increased
313
USS Investment Management
USS Investment Management
United Kingdom
$30M +$359K 1 0.18% Increased
314
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$29.8M -$3.14M 1 0.45% Reduced
315
Cresset Asset Management
Cresset Asset Management
Illinois
$29.6M -$67.6K 2 0.15% Reduced
316
OA
Oak Associates
Ohio
$29.4M -$18.4M 2 1.92% Reduced
317
FLII
First Long Island Investors
New York
$29.3M -$379K 1 2.3% Reduced
318
Utah Retirement Systems
Utah Retirement Systems
Utah
$29.2M -$271K 1 0.3% Reduced
319
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$29M -$6.34M 1 0.36% Reduced
320
Grimes & Company
Grimes & Company
Massachusetts
$28.8M -$522K 1 0.78% Reduced
321
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$28.7M +$8.83M 1 0.46% Increased
322
SteelPeak Wealth
SteelPeak Wealth
California
$28.6M +$4.66M 1 1.1% Increased
323
CI Investments Inc
CI Investments Inc
Ontario, Canada
$28.6M +$2.74M 1 0.11% Increased
324
Destination Wealth Management
Destination Wealth Management
California
$28.3M +$578K 1 0.83% Increased
325
Jones Financial Companies
Jones Financial Companies
Missouri
$28.2M +$5.24M 3 0.02% Increased