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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
326
MUFG Americas
MUFG Americas
New York
$28.4M -$205K 1 0.95% Reduced
327
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$28M +$56.5K 1 1.19% Increased
328
D.E. Shaw & Co
D.E. Shaw & Co
New York
$27.7M -$59.3K 1 0.04% Reduced
329
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$27.6M +$10.4M 2 0.93% Increased
330
Andra AP-fonden
Andra AP-fonden
Sweden
$27.4M -$3.74M 1 0.64% Reduced
331
GH
GAM Holding
Switzerland
$27.4M -$6.31M 1 0.4% Reduced
332
PHAM
Pacific Heights Asset Management
California
$27.3M -$3.82M 1 1.09% Reduced
333
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$27.3M +$26.8K 1 0.31% Increased
334
Evercore Wealth Management
Evercore Wealth Management
New York
$27.2M -$1.72M 2 1.36% Reduced
335
RG
Renaissance Group
Kentucky
$27.1M -$122K 1 1.07% Reduced
336
TIP
Torray Investment Partners
Maryland
$27M +$2.99M 1 2.45% Increased
337
SEI Trust Company
SEI Trust Company
Pennsylvania
$26.9M +$1.64M 1 0.26% Increased
338
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$26.7M -$187K 1 2.79% Reduced
339
HM Payson & Co
HM Payson & Co
Maine
$26.2M +$1.98M 1 1.34% Increased
340
RHJA
Rice Hall James & Associates
California
$26M -$4.61M 2 1.81% Reduced
341
Oppenheimer & Co
Oppenheimer & Co
New York
$25.5M +$421K 1 0.76% Increased
342
CIA
CCM Investment Advisers
South Carolina
$25.4M +$775K 1 2.27% Increased
343
1832 Asset Management
1832 Asset Management
Ontario, Canada
$25.1M -$33M 1 0.08% Reduced
344
VFA
Virtus Fund Advisers
Connecticut
$25.1M -$1.38M 1 0.19% Reduced
345
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$25M -$4.71M 1 0.75% Reduced
346
LPL Financial
LPL Financial
California
$25M -$642K 2 0.15% Reduced
347
AAM
AMI Asset Management
California
$24.9M -$246K 1 2.44% Reduced
348
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$24.5M -$171K 1 0.57% Reduced
349
HI
Honeywell International
North Carolina
$24.2M -$7.73M 1 0.57% Reduced
350
WBC
Westpac Banking Corp
Australia
$24.2M -$2.04M 1 0.24% Reduced