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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
HP
Holowesko Partners
Bahamas
$23M +$3.46M 1 6.45% Increased
327
Utah Retirement Systems
Utah Retirement Systems
Utah
$22.4M -$668K 1 0.23% Reduced
328
NPA
Nichols & Pratt Advisers
Massachusetts
$22.2M -$347K 1 1.43% Reduced
329
New York Life Investment Management
New York Life Investment Management
New York
$21.9M +$1.61M 1 0.19% Increased
330
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$21.8M -$191K 3 0.19% Reduced
331
Nomura Holdings
Nomura Holdings
Japan
$21.7M -$5.69M 1 0.06% Reduced
332
TS
Tamar Securities
California
$21.6M +$3.59M 1 2.32% Increased
333
MPMG
Minneapolis Portfolio Management Group
Minnesota
$21.6M +$699K 1 2.29% Increased
334
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$21.5M -$2.27M 1 0.11% Reduced
335
Kestra Advisory Services
Kestra Advisory Services
Texas
$21.4M +$2.57M 1 0.08% Increased
336
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$21.4M +$23.7M 1 0.08% Increased
337
Martingale Asset Management
Martingale Asset Management
Massachusetts
$21.3M +$2.51M 1 0.53% Increased
338
Algert Global
Algert Global
California
$21.1M +$12.6M 1 0.32% Increased
339
Allworth Financial
Allworth Financial
California
$21M +$1.36M 4 0.09% Increased
340
FMLI
Fukoku Mutual Life Insurance
Japan
$21M -$5.11M 1 1.37% Reduced
341
JB Capital
JB Capital
Connecticut
$20.8M +$12.7M 1 0.84% Increased
342
CISOA
Capital Investment Services of America
Wisconsin
$20.7M -$168K 1 2.16% Reduced
343
Busey Bank
Busey Bank
Illinois
$20.7M +$460K 1 0.56% Increased
344
KeyBank National Association
KeyBank National Association
Ohio
$20.6M -$76.3K 1 0.08% Reduced
345
NewEdge Advisors
NewEdge Advisors
Louisiana
$20.4M -$35.7M 3 0.07% Reduced
346
Grimes & Company
Grimes & Company
Massachusetts
$20.4M -$139K 1 0.57% Reduced
347
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$20M +$435K 1 0.38% Increased
348
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$19.9M -$1.37M 1 0.68% Reduced
349
OA
Oak Associates
Ohio
$19.9M -$4.07M 2 1.34% Reduced
350
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$19.9M -$15.1M 1 0.21% Reduced