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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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$15.1M +$34.4K 1 0.33% Increased
327
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$15M -$2.15M 1 0.41% Reduced
328
GHA
GW Henssler & Associates
Georgia
$15M +$407K 1 1.4% Increased
329
Ariel Investments
Ariel Investments
Illinois
$14.9M +$188K 1 0.17% Increased
330
William Blair & Company
William Blair & Company
Illinois
$14.7M -$595K 1 0.1% Reduced
331
MAI Capital Management
MAI Capital Management
Ohio
$14.7M -$693K 1 0.84% Reduced
332
CBOA
Commonwealth Bank of Australia
Australia
$14.7M +$441K 1 0.14% Increased
333
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$14.5M -$28.5M 1 0.19% Reduced
334
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.4M -$139K 1 0.26% Reduced
335
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$14.1M +$583K 1 1.36% Increased
336
Manning & Napier Group
Manning & Napier Group
New York
$14.1M +$13.4M 1 0.13% New
337
Meyer Handelman Company
Meyer Handelman Company
New York
$14.1M -$4.71M 1 0.68% Reduced
338
BAM
Berkshire Asset Management
Pennsylvania
$14.1M +$1.16M 1 1.37% Increased
339
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$14.1M +$1.64M 1 0.33% Increased
340
Gofen & Glossberg
Gofen & Glossberg
Illinois
$14M -$462K 1 0.5% Reduced
341
HCM
Howland Capital Management
Massachusetts
$13.9M -$521K 1 1.12% Reduced
342
Scotia Capital
Scotia Capital
Ontario, Canada
$13.8M -$1.25M 1 0.18% Reduced
343
Victory Capital Management
Victory Capital Management
Texas
$13.6M +$4.15M 2 0.03% Increased
344
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$13.6M -$309K 1 0.73% Reduced
345
SFG
Sather Financial Group
Texas
$13.4M -$201K 1 3.34% Reduced
346
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$13.3M -$4.86M 1 0.23% Reduced
347
CAM
Capco Asset Management
Florida
$13.3M -$20.9K 1 9.96% Reduced
348
LIA
LS Investment Advisors
Michigan
$13.2M -$40K 1 0.77% Reduced
349
Winton Group
Winton Group
United Kingdom
$13.2M -$3.13M 1 0.38% Reduced
350
11A
10-15 Associates
New York
$13.2M -$369K 1 3.15% Reduced