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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
$10.6M -$66.8K 1 0.31% Reduced
377
BOK Financial
BOK Financial
Oklahoma
$10.6M +$729K 1 0.37% Increased
378
AL
Airain Ltd
Guernsey
$10.5M -$2.17M 1 0.61% Reduced
379
USS Investment Management
USS Investment Management
United Kingdom
$10.5M +$617K 1 0.18% Increased
380
BIM
Barton Investment Management
Pennsylvania
$10.4M -$5.3M 1 3.78% Reduced
381
Shelton Capital Management
Shelton Capital Management
Colorado
$10.3M +$240K 1 0.91% Increased
382
NPA
Nichols & Pratt Advisers
Massachusetts
$10.1M +$291K 1 0.92% Increased
383
AC
Ascend Capital
California
$10M -$8.58M 1 0.66% Reduced
384
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$10M -$289K 1 0.08% Reduced
385
ERIM
Eagle Ridge Investment Management
Connecticut
$9.99M +$6.23M 1 2.29% Increased
386
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$9.93M +$497K 1 1.54% Increased
387
Braun Stacey Associates
Braun Stacey Associates
New York
$9.91M +$3.27M 1 0.64% Increased
388
DY
Dowling & Yahnke
California
$9.58M +$249K 1 1.15% Increased
389
Tredje AP-fonden
Tredje AP-fonden
Sweden
$9.52M +$571K 1 0.43% Increased
390
AF
Ally Financial
Michigan
$9.38M $0 1 1.57% Maintained
391
VW
Vantage Wealth
California
$9.36M -$252K 1 5.96% Reduced
392
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$9.36M -$5.6M 2 0.09% Reduced
393
TIAA CREF Trust
TIAA CREF Trust
Missouri
$9.35M +$541K 1 0.09% Increased
394
DCM
Dupont Capital Management
Delaware
$9.33M +$2.36M 2 0.21% Increased
395
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$9.17M +$253K 1 0.41% Increased
396
LAM
Lebenthal Asset Management
New York
$9.09M +$4.46M 1 1.18% Increased
397
LH
Lebenthal Holdings
New York
$9.09M +$3.42M 1 1.13% Increased
398
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$9.01M $0 1 0.4% Maintained
399
SIM
Sonora Investment Management
Arizona
$9M -$56.1K 2 2.07% Reduced
400
MIM
Marco Investment Management
Georgia
$8.99M +$161K 1 1.67% Increased