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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
BCM
BTR Capital Management
California
$21.6M +$72.8K 1 3.1% Increased
327
FMLI
Fukoku Mutual Life Insurance
Japan
$21.5M -$93.3K 1 1.83% Reduced
328
TIAA FSB
TIAA FSB
Florida
$21.5M +$6.34M 1 0.08% Increased
329
Rathbones Group
Rathbones Group
United Kingdom
$21.4M -$1.76M 1 0.25% Reduced
330
GIP
Greatmark Investment Partners
Georgia
$21.3M +$1.18M 1 4.09% Increased
331
WMC
Westwood Management Corporation
Illinois
$21.3M -$888K 1 2.67% Reduced
332
Voloridge Investment Management
Voloridge Investment Management
Florida
$21.2M -$90M 1 0.11% Reduced
333
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$21.2M +$282K 2 0.39% Increased
334
GIM
Greylin Investment Management
Virginia
$21.1M -$17.8K 1 4.07% Reduced
335
YC
Yarbrough Capital
Tennessee
$21.1M +$3.67M 1 1.59% Increased
336
Park National Corp
Park National Corp
Ohio
$20.9M +$2.47M 1 1% Increased
337
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.8M +$1.67M 1 0.22% Increased
338
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$20.8M +$4.39M 1 0.38% Increased
339
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$20.7M -$36.8M 4 0.46% Reduced
340
GHA
GW Henssler & Associates
Georgia
$20.7M +$293K 1 1.53% Increased
341
FFA
First Foundation Advisors
California
$20.6M +$22K 1 0.91% Increased
342
MIG
McGuire Investment Group
Rhode Island
$20.6M -$76.9K 1 4.44% Reduced
343
KeyBank National Association
KeyBank National Association
Ohio
$20.5M -$295K 1 0.1% Reduced
344
Welch & Forbes
Welch & Forbes
Massachusetts
$20.5M -$282K 1 0.38% Reduced
345
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$20.3M -$5.7M 2 0.59% Reduced
346
EULAV Asset Management
EULAV Asset Management
Florida
$20.2M -$950K 1 0.83% Reduced
347
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$20.1M $0 1 0.96% Maintained
348
SIMG
Sonora Investment Management Group
Arizona
$20M -$76.3K 1 1.89% Reduced
349
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$19.8M -$14.6M 3 0.12% Reduced
350
BBI
Baxter Bros Inc
Connecticut
$19.5M +$304K 1 3.5% Increased