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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
PIA
Piedmont Investment Advisors
North Carolina
$12.3M -$6.08M 1 0.33% Reduced
327
Ariel Investments
Ariel Investments
Illinois
$12.3M -$1.75M 1 0.14% Reduced
328
EIC
ENA Investment Capital
United Kingdom
$12M -$19.4M 1 13.09% Reduced
329
Destination Wealth Management
Destination Wealth Management
California
$11.9M +$803K 1 0.73% Increased
330
Norinchukin Bank
Norinchukin Bank
Japan
$11.9M +$1.38M 1 0.2% Increased
331
Cohen & Steers
Cohen & Steers
New York
$11.7M +$13.5M 1 0.04% New
332
SFG
Sather Financial Group
Texas
$11.7M +$187K 1 2.74% Increased
333
CAM
Capco Asset Management
Florida
$11.7M +$199K 1 8.54% Increased
334
11A
10-15 Associates
New York
$11.7M +$319K 1 2.77% Increased
335
Simplex Trading
Simplex Trading
Illinois
$11.6M +$11.9M 1 0.51% Increased
336
AL
Arnhold LLC
New York
$11.6M +$13.3M 1 2.19% New
337
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$11.6M -$1.31M 1 0.27% Reduced
338
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.6M -$21.1M 2 0.03% Reduced
339
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$11.5M -$32.2K 1 0.2% Reduced
340
MSA
Mason Street Advisors
Wisconsin
$11.4M +$55.6K 1 0.26% Increased
341
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$11.4M -$357K 1 0.62% Reduced
342
Winton Group
Winton Group
United Kingdom
$11.3M -$112K 1 0.32% Reduced
343
LIA
LS Investment Advisors
Michigan
$11.3M -$204K 1 0.67% Reduced
344
Gofen & Glossberg
Gofen & Glossberg
Illinois
$11.3M -$988K 1 0.42% Reduced
345
Calamos Advisors
Calamos Advisors
Illinois
$11.1M +$603K 1 0.07% Increased
346
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$11M +$2.62M 1 0.05% Increased
347
CBOA
Commonwealth Bank of Australia
Australia
$11M -$1.95M 1 0.12% Reduced
348
AIM
Assured Investment Management
New York
$10.9M -$5M 2 0.25% Reduced
349
Laurion Capital Management
Laurion Capital Management
New York
$10.8M +$12.5M 1 0.09% New
350
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.8M -$4.77M 1 0.1% Reduced