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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
351
DILH
Dai-ichi Life Holdings
Japan
$19.8M +$20.6M 1 0.7% New
352
CBOA
Commonwealth Bank of Australia
Australia
$19.5M +$20.4M 1 0.15% New
353
Oppenheimer & Co
Oppenheimer & Co
New York
$19.5M +$20.3M 2 0.75% New
354
AAM
AMI Asset Management
California
$19.4M +$20.3M 1 3.03% New
355
Aperio Group
Aperio Group
California
$19.3M +$20.2M 1 0.46% New
356
WesBanco Bank
WesBanco Bank
West Virginia
$19.2M +$20.1M 1 1.26% New
357
South Texas Money Management
South Texas Money Management
Texas
$19.2M +$20.1M 1 1.57% New
358
Old National Bancorp
Old National Bancorp
Indiana
$19.2M +$20.1M 1 2.03% New
359
LIA
LS Investment Advisors
Michigan
$19.2M +$20.1M 1 2.47% New
360
Utah Retirement Systems
Utah Retirement Systems
Utah
$19M +$19.8M 1 0.64% New
361
FFA
First Foundation Advisors
California
$18.9M +$19.8M 1 3.7% New
362
MAI Capital Management
MAI Capital Management
Ohio
$18.9M +$19.7M 1 2.46% New
363
Jefferies Group
Jefferies Group
New York
$18.9M +$19.7M 1 0.2% New
364
TU
TDAM USA
Ontario, Canada
$18.7M +$18.8M 1 0.85% New
365
CCM
Cadence Capital Management
Massachusetts
$18.6M +$19.4M 2 0.87% New
366
CPIM
Columbia Partners Investment Management
Virginia
$18.6M +$18M 2 0.88% New
367
Highbridge Capital Management
Highbridge Capital Management
New York
$18.6M +$19.4M 1 0.18% New
368
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$18.4M +$19.2M 1 0.12% New
369
QIM
Quest Investment Management
Oregon
$18.1M +$18.9M 1 1.37% New
370
RIL
Rothschild Investment LLC
Illinois
$17.8M +$18.6M 1 2.89% New
371
RCM
Riverhead Capital Management
Delaware
$17.5M +$18.3M 1 0.58% New
372
CI Investments Inc
CI Investments Inc
Ontario, Canada
$17.5M +$18.3M 1 0.19% New
373
CIA
CCM Investment Advisers
South Carolina
$17.5M +$18.2M 1 1.8% New
374
ECM
Estabrook Capital Management
New York
$17.4M +$18.2M 1 1.85% New
375
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$17.4M +$18.2M 1 1.32% New