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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
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$19.1M +$2.96M 1 0.55% Increased
327
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$19M +$16.5M 1 0.52% Increased
328
TB
Terril Brothers
Missouri
$18.9M -$6.41M 1 5.81% Reduced
329
MAM
Mark Asset Management
New York
$18.9M -$327K 1 2.72% Reduced
330
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$18.8M -$3.42M 1 0.05% Reduced
331
DJSG
D.J. St. Germain
Massachusetts
$18.8M -$395K 1 1.53% Reduced
332
GIP
Greatmark Investment Partners
Georgia
$18.7M -$164K 1 4.7% Reduced
333
MSA
Mason Street Advisors
Wisconsin
$18.6M -$228K 1 0.36% Reduced
334
Mutual of America Capital Management
Mutual of America Capital Management
New York
$18.5M -$801K 1 0.25% Reduced
335
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$18.5M +$4.05M 1 0.67% Increased
336
Gofen & Glossberg
Gofen & Glossberg
Illinois
$18.5M -$721K 1 0.57% Reduced
337
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$18.4M +$2.63M 1 0.1% Increased
338
Pacer Advisors
Pacer Advisors
Pennsylvania
$18.4M -$8.13M 1 0.39% Reduced
339
Todd Asset Management
Todd Asset Management
Kentucky
$18.3M -$1.3M 1 0.55% Reduced
340
Cerity Partners
Cerity Partners
New York
$18.2M +$9.5M 1 0.75% Increased
341
Welch & Forbes
Welch & Forbes
Massachusetts
$18.1M +$59.6K 1 0.39% Increased
342
Gabelli Funds
Gabelli Funds
New York
$18M +$15.6M 1 0.14% Increased
343
Första AP-fonden
Första AP-fonden
Sweden
$17.8M +$1.48M 1 0.37% Increased
344
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$17.8M -$6.82M 2 0.41% Reduced
345
Moore Capital Management
Moore Capital Management
New York
$17.7M +$16.1M 1 0.34% New
346
ACM
Alight Capital Management
New York
$17.7M +$7.48M 1 6.26% Increased
347
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$17.5M -$1.55M 1 0.49% Reduced
348
Rockefeller Capital Management
Rockefeller Capital Management
New York
$17.2M +$161K 1 0.16% Increased
349
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$17.2M +$803K 1 0.11% Increased
350
SRC
Shufro Rose & Co
New York
$17.1M -$9.54M 1 1.65% Reduced