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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
Erste Asset Management
Erste Asset Management
Austria
$28.2M +$12.6M 1 0.24% Increased
327
GIP
Greatmark Investment Partners
Georgia
$27.9M +$771K 1 3.5% Increased
328
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$27.7M -$5.63M 1 0.16% Reduced
329
ARGA Investment Management
ARGA Investment Management
Connecticut
$27.6M +$965K 1 0.76% Increased
330
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$27.5M +$1.12M 1 0.2% Increased
331
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$27.2M +$603K 1 0.43% Increased
332
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$27.2M +$675K 2 0.25% Increased
333
HCPC
Hamilton Capital Partners (Canada)
$27.1M +$2.5M 1 1.38% Increased
334
Railway Pension Investments
Railway Pension Investments
United Kingdom
$26.8M +$18.3M 1 0.38% Increased
335
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$26.7M -$1.3M 2 0.09% Reduced
336
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$26.7M +$24.7M 1 0.23% New
337
CISOA
Capital Investment Services of America
Wisconsin
$26.6M +$79.5K 1 2.43% Increased
338
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$26.6M -$1.01M 1 0.94% Reduced
339
New York Life Investment Management
New York Life Investment Management
New York
$26.4M +$123K 1 0.25% Increased
340
NPA
Nichols & Pratt Advisers
Massachusetts
$26.3M +$859K 1 1.77% Increased
341
YC
Yarbrough Capital
Tennessee
$26.3M $0 1 0.94% Maintained
342
Vinva Investment Management
Vinva Investment Management
Australia
$26M +$11.3M 1 0.68% Increased
343
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$25.8M +$18.2M 3 0.18% Increased
344
MCP
Meridiem Capital Partners
Texas
$25.6M +$19.2M 1 1.81% Increased
345
Busey Bank
Busey Bank
Illinois
$25.5M -$172K 1 0.78% Reduced
346
GHA
GW Henssler & Associates
Georgia
$25.5M +$418K 1 1.36% Increased
347
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$25.4M -$196M 2 0.04% Reduced
348
MPMG
Minneapolis Portfolio Management Group
Minnesota
$25.4M -$64.6K 1 3.13% Reduced
349
PJWM
Philip James Wealth Mangement
Georgia
$25.4M +$18.6K 1 3.24% Increased
350
DP
DDD Partners
Washington
$24.6M +$5.18M 1 2.64% Increased