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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
Asset Management One
Asset Management One
Japan
$9.92M +$1.88M 1 0.14% Increased
377
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$9.83M -$305K 1 0.07% Reduced
378
Shelton Capital Management
Shelton Capital Management
Colorado
$9.64M +$92.9K 1 0.87% Increased
379
Edge Asset Management
Edge Asset Management
Washington
$9.62M -$42.2K 1 0.09% Reduced
380
USS Investment Management
USS Investment Management
United Kingdom
$9.45M $0 1 0.16% Maintained
381
NPA
Nichols & Pratt Advisers
Massachusetts
$9.4M +$422K 1 0.87% Increased
382
RIG
Roosevelt Investment Group
New York
$9.4M +$8.96M 1 0.84% New
383
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$9.39M -$16.7M 1 0.08% Reduced
384
BOK Financial
BOK Financial
Oklahoma
$9.37M +$3.89M 1 0.34% Increased
385
T
TOBAM
France
$9.34M +$2.1M 1 0.37% Increased
386
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$9.31M +$3.28M 1 0.29% Increased
387
VW
Vantage Wealth
California
$9.18M +$1.26M 1 5.82% Increased
388
B
BP
United Kingdom
$9.1M $0 1 0.37% Maintained
389
PR
Payden & Rygel
California
$9.03M +$615K 1 1.1% Increased
390
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$9M +$8.58M 1 1.47% New
391
AF
Ally Financial
Michigan
$8.95M $0 1 1.25% Maintained
392
DY
Dowling & Yahnke
California
$8.91M -$111K 1 1.1% Reduced
393
SIM
Sonora Investment Management
Arizona
$8.87M -$305K 2 2.13% Reduced
394
Tredje AP-fonden
Tredje AP-fonden
Sweden
$8.71M +$5.06M 1 0.4% Increased
395
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$8.6M $0 1 0.4% Maintained
396
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$8.51M +$434K 1 0.41% Increased
397
EP Wealth Advisors
EP Wealth Advisors
California
$8.45M +$1.78M 1 1.3% Increased
398
MIM
Marco Investment Management
Georgia
$8.43M +$424K 1 1.22% Increased
399
GIM
Goelzer Investment Management
Indiana
$8.41M +$4.6M 2 1.2% Increased
400
TIAA CREF Trust
TIAA CREF Trust
Missouri
$8.4M +$572K 1 0.08% Increased