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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
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$11M +$718K 1 1.23% Increased
327
CAM
Capco Asset Management
Florida
$10.8M +$213K 1 8.94% Increased
328
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$10.8M -$159 1 0.28% Reduced
329
LIA
LS Investment Advisors
Michigan
$10.7M -$24.6K 1 0.64% Reduced
330
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$10.7M +$3.8M 1 0.52% Increased
331
Candriam SCA
Candriam SCA
Luxembourg
$10.7M -$6.1M 2 0.19% Reduced
332
MSA
Mason Street Advisors
Wisconsin
$10.6M +$2.33K 1 0.25% Increased
333
Daiwa Securities Group
Daiwa Securities Group
Japan
$10.6M +$485K 2 0.07% Increased
334
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$10.5M -$118K 1 0.16% Reduced
335
BAM
Berkshire Asset Management
Pennsylvania
$10.4M +$174K 1 1.16% Increased
336
MAM
Myriad Asset Management
Hong Kong
$10.4M $0 1 1.01% Maintained
337
FIB
First Interstate Bank
Montana
$10.3M +$482K 2 2.22% Increased
338
Spot Trading
Spot Trading
Illinois
$10.3M +$443K 1 0.18% Increased
339
GIM
Goelzer Investment Management
Indiana
$10.3M +$239K 1 1.21% Increased
340
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$10.1M -$2.34M 1 0.07% Reduced
341
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$10.1M -$1.83M 1 0.62% Reduced
342
Welch & Forbes
Welch & Forbes
Massachusetts
$10.1M -$898K 1 0.27% Reduced
343
UR
USCA RIA
Texas
$10.1M $0 1 1.3% Maintained
344
Destination Wealth Management
Destination Wealth Management
California
$10M +$868K 1 0.64% Increased
345
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$10M +$193K 1 0.27% Increased
346
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$9.97M -$762K 1 0.06% Reduced
347
DnB Asset Management
DnB Asset Management
Norway
$9.97M +$1.89M 1 0.13% Increased
348
FG
Formula Growth
Quebec, Canada
$9.96M +$10M 1 1.57% New
349
Old National Bancorp
Old National Bancorp
Indiana
$9.94M -$1.03M 1 0.54% Reduced
350
NPA
Nichols & Pratt Advisers
Massachusetts
$9.79M -$197K 1 0.88% Reduced