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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
New York Life Investment Management
New York Life Investment Management
New York
$25.3M -$238K 1 0.26% Reduced
352
YC
Yarbrough Capital
Tennessee
$25.3M $0 1 1.09% Maintained
353
LBP AM
LBP AM
France
$25.3M +$16.6M 1 0.39% Increased
354
Janus Henderson Group
Janus Henderson Group
$25.2M -$6.39M 2 0.01% Reduced
355
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$25.2M -$253K 1 0.36% Reduced
356
Rakuten Investment Management
Rakuten Investment Management
Japan
$24.9M +$26.5M 1 0.11% New
357
&Partners
&Partners
Tennessee
$24.8M +$12.8M 1 0.26% Increased
358
Busey Bank
Busey Bank
Illinois
$24.8M +$443K 1 0.83% Increased
359
CI Investments Inc
CI Investments Inc
Ontario, Canada
$24.7M -$2.54M 1 0.1% Reduced
360
Alpha Cubed Investments
Alpha Cubed Investments
California
$24.7M +$2.65M 1 1.1% Increased
361
MPMG
Minneapolis Portfolio Management Group
Minnesota
$24.5M -$27.1K 1 3.41% Reduced
362
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$24.5M +$5.23M 1 0.2% Increased
363
NPA
Nichols & Pratt Advisers
Massachusetts
$24.5M +$280K 1 1.67% Increased
364
PJWM
Philip James Wealth Mangement
Georgia
$24.4M -$42.7K 1 2.97% Reduced
365
GHA
GW Henssler & Associates
Georgia
$24.1M +$851K 1 1.38% Increased
366
SIMG
Sonora Investment Management Group
Arizona
$24.1M -$447K 1 1.91% Reduced
367
KeyBank National Association
KeyBank National Association
Ohio
$24M -$1.29M 1 0.1% Reduced
368
SAM
SP Asset Management
California
$23.9M -$928K 1 2.1% Reduced
369
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$23.5M +$16.9M 1 0.07% Increased
370
HCPC
Hamilton Capital Partners (Canada)
$23.5M +$2.53M 1 1.51% Increased
371
MIG
McGuire Investment Group
Rhode Island
$23.1M +$67.3K 1 3.43% Increased
372
SRC
Shufro Rose & Co
New York
$23M -$270K 1 1.81% Reduced
373
HP
Holowesko Partners
Bahamas
$22.8M $0 1 8.52% Maintained
374
Yousif Capital Management
Yousif Capital Management
Michigan
$22.8M -$477K 1 0.26% Reduced
375
SteelPeak Wealth
SteelPeak Wealth
California
$22.7M +$14.1M 2 0.94% Increased