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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
MUFG Americas
MUFG Americas
New York
$23.8M +$1.72M 1 0.39% Increased
327
WestEnd Advisors
WestEnd Advisors
North Carolina
$23.6M -$17.6M 0 – Closed
328
Driehaus Capital Management
Driehaus Capital Management
Illinois
$23.5M +$15.5M 1 0.31% Increased
329
TCW Group
TCW Group
California
$23.5M +$1.89M 1 0.2% Increased
330
TM
Tiger Management
New York
$23.4M $0 1 4.08% Maintained
331
KeyBank National Association
KeyBank National Association
Ohio
$23.2M -$484K 1 0.1% Reduced
332
FFA
First Foundation Advisors
California
$23.2M +$248K 1 0.89% Increased
333
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$22.9M -$2.63M 1 0.41% Reduced
334
Welch & Forbes
Welch & Forbes
Massachusetts
$22.6M +$944K 1 0.38% Increased
335
Mutual of America Capital Management
Mutual of America Capital Management
New York
$22.5M +$125K 1 0.22% Increased
336
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$22.5M $0 1 0.89% Maintained
337
FCI
Financial Counselors Inc
Kansas
$22.5M +$592K 1 0.49% Increased
338
SIM
Sonora Investment Management
Arizona
$22.5M +$879K 2 2.94% Increased
339
MAA
Matrix Asset Advisors
New York
$22.4M +$2.81M 1 3.22% Increased
340
HRT Financial
HRT Financial
New York
$22.3M +$21.1M 3 0.2% New
341
Gofen & Glossberg
Gofen & Glossberg
Illinois
$22.3M +$514K 1 0.53% Increased
342
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$22M +$1.54M 2 0.39% Increased
343
GIP
Greatmark Investment Partners
Georgia
$21.9M +$197K 1 3.96% Increased
344
Busey Bank
Busey Bank
Illinois
$21.9M +$367K 1 1.02% Increased
345
GIM
Goelzer Investment Management
Indiana
$21.8M -$712K 1 1.81% Reduced
346
MML Investors Services
MML Investors Services
Massachusetts
$21.7M +$3.26M 1 0.18% Increased
347
H
HoyleCohen
California
$21.6M -$59.2K 1 1.68% Reduced
348
IFM Investors
IFM Investors
Australia
$21.5M +$3.92M 1 0.44% Increased
349
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$21.5M +$4.63M 1 0.22% Increased
350
BBI
Baxter Bros Inc
Connecticut
$21.3M +$770K 1 3.37% Increased