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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
MSA
Mason Street Advisors
Wisconsin
$13.1M +$14.7K 1 0.29% Increased
352
Oppenheimer & Co
Oppenheimer & Co
New York
$13.1M -$2.44M 2 0.34% Reduced
353
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$13.1M -$8.25M 1 0.11% Reduced
354
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$13.1M +$2.77M 1 0.18% Increased
355
Destination Wealth Management
Destination Wealth Management
California
$13M +$594K 1 0.79% Increased
356
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$12.8M -$71.3K 1 0.13% Reduced
357
RCM
Redwood Capital Management
New York
$12.8M -$11.7M 1 1.06% Reduced
358
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$12.7M +$211K 1 0.74% Increased
359
CCM
Cadence Capital Management
Massachusetts
$12.6M -$3.55M 1 0.8% Reduced
360
Shelton Capital Management
Shelton Capital Management
Colorado
$12.6M -$4.71M 1 0.81% Reduced
361
FIB
First Interstate Bank
Montana
$12.6M -$187K 2 2.67% Reduced
362
GIM
Goelzer Investment Management
Indiana
$12.5M -$164K 1 1.41% Reduced
363
Norinchukin Bank
Norinchukin Bank
Japan
$12.4M +$457K 1 0.22% Increased
364
PHS
Pekin Hardy Strauss
Illinois
$12.4M +$727K 1 2.26% Increased
365
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$12.3M -$837K 1 0.39% Reduced
366
Calamos Advisors
Calamos Advisors
Illinois
$12.2M -$2.42M 1 0.06% Reduced
367
Amalgamated Bank
Amalgamated Bank
New York
$12.2M +$1.02M 2 0.33% Increased
368
Capital International Sarl
Capital International Sarl
California
$12.1M +$6.97M 1 1.13% Increased
369
NPA
Nichols & Pratt Advisers
Massachusetts
$12.1M -$67.9K 1 1.04% Reduced
370
UR
USCA RIA
Texas
$12M +$323K 1 1.33% Increased
371
BCM
BTR Capital Management
California
$11.9M +$1.12M 1 2.34% Increased
372
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$11.9M -$61.6K 1 0.07% Reduced
373
H
HoyleCohen
California
$11.9M +$11.3M 1 2.35% New
374
RIL
Rothschild Investment LLC
Illinois
$11.6M -$1.88M 1 1.26% Reduced
375
CA
Cullinan Associates
Kentucky
$11.6M -$3.51M 1 0.85% Reduced