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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
TIAA FSB
TIAA FSB
Florida
$25.9M -$2.72M 1 0.1% Reduced
327
Scotia Capital
Scotia Capital
Ontario, Canada
$25.7M +$5.12M 1 0.24% Increased
328
B
BP
United Kingdom
$25.7M -$5.9M 1 0.78% Reduced
329
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$25.6M +$4.14M 1 0.21% Increased
330
GIM
Goelzer Investment Management
Indiana
$25.1M -$694K 1 2.31% Reduced
331
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$25.1M +$1.14M 1 0.12% Increased
332
TM
Tiger Management
New York
$24.9M $0 1 5.65% Maintained
333
BCM
BTR Capital Management
California
$24.9M -$682K 1 3.89% Reduced
334
Wolverine Trading
Wolverine Trading
Illinois
$24.8M +$2.86M 2 0.04% Increased
335
HP
Holowesko Partners
Bahamas
$24.8M -$22.5M 1 6.67% Reduced
336
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$24.5M +$20.4M 1 0.49% Increased
337
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$24.1M +$195K 1 0.72% Increased
338
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$24M -$10.7M 1 0.61% Reduced
339
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$23.8M +$696K 2 0.5% Increased
340
MSA
Mason Street Advisors
Wisconsin
$23.8M -$341K 1 0.4% Reduced
341
GIP
Greatmark Investment Partners
Georgia
$23.7M -$502K 1 5.12% Reduced
342
Swiss Life Asset Management
Swiss Life Asset Management
$23.6M -$10.1M 1 0.35% Reduced
343
BOK Financial
BOK Financial
Oklahoma
$23.6M -$12.4M 1 0.45% Reduced
344
Cerity Partners
Cerity Partners
New York
$23.5M -$53.2K 1 0.75% Reduced
345
TB
Terril Brothers
Missouri
$23.5M -$925K 1 6.22% Reduced
346
Mutual of America Capital Management
Mutual of America Capital Management
New York
$23.4M -$515K 1 0.27% Reduced
347
Rockefeller Capital Management
Rockefeller Capital Management
New York
$23.3M +$891K 1 0.18% Increased
348
DJSG
D.J. St. Germain
Massachusetts
$23.1M -$1.16M 1 1.65% Reduced
349
Gofen & Glossberg
Gofen & Glossberg
Illinois
$23.1M -$752K 1 0.63% Reduced
350
Banco Santander
Banco Santander
Spain
$23.1M +$3.85M 1 0.17% Increased