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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
APG Asset Management
APG Asset Management
Netherlands
$27.3M +$1.16M 1 0.05% Increased
327
IFM Investors
IFM Investors
Australia
$27.2M +$4.82M 1 0.42% Increased
328
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$27.1M +$29.7M 1 1.58% New
329
Destination Wealth Management
Destination Wealth Management
California
$26.9M -$794K 1 1% Reduced
330
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$26.9M $0 1 0.36% Maintained
331
Artemis Investment Management
Artemis Investment Management
United Kingdom
$26.7M +$544K 1 0.21% Increased
332
WMC
Westwood Management Corporation
Illinois
$26.4M -$451K 1 2.51% Reduced
333
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$26.4M -$51.4M 1 0.17% Reduced
334
AE Wealth Management
AE Wealth Management
Kansas
$26.4M +$901K 1 0.18% Increased
335
FMLI
Fukoku Mutual Life Insurance
Japan
$25.9M -$53.7K 1 1.96% Reduced
336
Mercer Global Advisors
Mercer Global Advisors
Colorado
$25.9M +$2.22M 1 0.15% Increased
337
BCM
BTR Capital Management
California
$25.8M -$282K 1 3.17% Reduced
338
Group One Trading
Group One Trading
Illinois
$25.2M +$18.4M 2 0.02% Increased
339
GIM
Greylin Investment Management
Virginia
$25.2M -$630K 1 4.33% Reduced
340
EULAV Asset Management
EULAV Asset Management
Florida
$25.2M +$336K 1 0.75% Increased
341
WBC
Westpac Banking Corp
Australia
$25.2M +$6.23M 1 0.29% Increased
342
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$25M +$1.16M 2 0.39% Increased
343
TM
Tiger Management
New York
$25M $0 1 4.12% Maintained
344
KeyBank National Association
KeyBank National Association
Ohio
$24.9M -$1.17K 1 0.11% Reduced
345
Comerica Bank
Comerica Bank
Texas
$24.9M -$290K 2 0.18% Reduced
346
Welch & Forbes
Welch & Forbes
Massachusetts
$24.9M +$660K 1 0.39% Increased
347
MSL
Mackay Shields LLC
New York
$24.8M -$896K 1 0.22% Reduced
348
MAM
Mark Asset Management
New York
$24.8M +$1.8M 1 3.64% Increased
349
MIG
McGuire Investment Group
Rhode Island
$24.7M -$1.16M 1 4.54% Reduced
350
MML Investors Services
MML Investors Services
Massachusetts
$24.7M +$2.41M 1 0.17% Increased