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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
376
MSA
Mason Street Advisors
Wisconsin
$9.81M -$370K 1 0.31% Reduced
377
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$9.79M -$2.89M 1 0.69% Reduced
378
Meyer Handelman Company
Meyer Handelman Company
New York
$9.77M -$58.7K 1 0.46% Reduced
379
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$9.62M -$109K 1 1.22% Reduced
380
CCM
Convector Capital Management
New York
$9.53M +$10.2M 1 8.98% New
381
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$9.48M +$9.58M 1 0.53% New
382
Edge Asset Management
Edge Asset Management
Washington
$9.45M -$289K 1 0.09% Reduced
383
Shelton Capital Management
Shelton Capital Management
Colorado
$9.32M +$1.95M 1 0.9% Increased
384
USS Investment Management
USS Investment Management
United Kingdom
$9.23M +$2.53M 1 0.15% Increased
385
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.2M -$1.78M 1 1.56% Reduced
386
PAM
Premier Asset Management
Illinois
$9.07M +$2.39M 2 2.26% Increased
387
Renaissance Technologies
Renaissance Technologies
New York
$9.07M -$4.51M 2 0.02% Reduced
388
UBS O'Connor
UBS O'Connor
Illinois
$9M +$9.6M 1 0.08% New
389
HM Payson & Co
HM Payson & Co
Maine
$8.91M -$3.32M 1 0.46% Reduced
390
B
BP
United Kingdom
$8.9M +$4.69M 1 0.36% Increased
391
DY
Dowling & Yahnke
California
$8.82M -$284K 1 1.11% Reduced
392
SIM
Sonora Investment Management
Arizona
$8.77M -$2.22M 2 2.28% Reduced
393
NPA
Nichols & Pratt Advisers
Massachusetts
$8.77M -$1.4M 1 0.84% Reduced
394
AF
Ally Financial
Michigan
$8.75M $0 1 1.22% Maintained
395
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$8.46M -$69.3M 1 0.19% Reduced
396
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$8.42M +$973K 2 0.04% Increased
397
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$8.4M +$309K 1 0.4% Increased
398
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.4M +$1.41M 1 0.82% Increased
399
HCMNY
Howard Capital Management (New York)
New York
$8.34M -$514K 1 1.64% Reduced
400
TCW Group
TCW Group
California
$8.34M -$8.04M 1 0.06% Reduced