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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
PEAK6 Group
PEAK6 Group
Illinois
$13.9M -$431K 1 0.11% Reduced
327
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$13.9M +$930K 2 0.13% Increased
328
KLWA
Kelly Lawrence W & Associates
California
$13.8M +$52.7K 1 3.18% Increased
329
QIM
Quest Investment Management
Oregon
$13.7M -$1.52M 1 1.87% Reduced
330
MIS
Morningstar Investment Services
Illinois
$13.7M +$4.11K 1 0.43% Increased
331
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.5M +$72K 2 0.06% Increased
332
Intact Investment Management
Intact Investment Management
Quebec, Canada
$13.4M +$221K 1 0.54% Increased
333
RIL
Rothschild Investment LLC
Illinois
$13.4M +$86.9K 1 1.71% Increased
334
FLII
First Long Island Investors
New York
$13.4M +$414K 1 2.48% Increased
335
JVBC
J.V. Bruni & Co
Colorado
$13.3M -$94.2K 1 2.63% Reduced
336
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.2M -$161K 1 0.15% Reduced
337
ING Group
ING Group
Netherlands
$13M +$1.27M 1 0.17% Increased
338
Scout Investments
Scout Investments
Missouri
$12.7M +$8.13M 1 0.35% Increased
339
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$12.7M -$108K 1 0.11% Reduced
340
SPC
Stewart & Patten Company
California
$12.7M -$350K 1 2.48% Reduced
341
Oppenheimer & Co
Oppenheimer & Co
New York
$12.5M -$1.58M 1 0.37% Reduced
342
Wasatch Advisors
Wasatch Advisors
Utah
$12.5M -$4.52M 1 0.19% Reduced
343
OIMU
Orbis Investment Management (US)
California
$12.5M $0 1 10.47% Maintained
344
DIA
Denver Investment Advisors
Colorado
$12.5M +$228K 1 0.56% Increased
345
EA
Euclid Advisors
Connecticut
$12.4M +$1.76M 1 0.54% Increased
346
LHC
Levy Harkins & Co
New York
$12.4M +$3.65M 1 5.61% Increased
347
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$12.1M -$7.01M 2 0.16% Reduced
348
CIM
Contrarius Investment Management
Jersey
$12.1M +$8.57M 1 1.03% Increased
349
LIA
LS Investment Advisors
Michigan
$12M +$298K 1 0.83% Increased
350
Daiwa Securities Group
Daiwa Securities Group
Japan
$12M +$5.13M 2 0.07% Increased