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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
DILH
Dai-ichi Life Holdings
Japan
$13.7M +$2.85M 2 0.42% Increased
377
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$13.5M -$361K 1 1.76% Reduced
378
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$13.5M -$7.31M 1 0.24% Reduced
379
USS Investment Management
USS Investment Management
United Kingdom
$13.5M $0 1 0.21% Maintained
380
NPA
Nichols & Pratt Advisers
Massachusetts
$13.2M +$187K 1 1.21% Increased
381
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$13.1M +$337K 1 1.96% Increased
382
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$13M -$1.02M 1 0.26% Reduced
383
BIM
Barton Investment Management
Pennsylvania
$12.9M -$372K 1 4.33% Reduced
384
Daiwa Securities Group
Daiwa Securities Group
Japan
$12.7M -$2.07M 2 0.08% Reduced
385
OIMU
Orbis Investment Management (US)
California
$12.7M -$2.88M 1 9.03% Reduced
386
DCM
Dupont Capital Management
Delaware
$12.7M +$421K 2 0.28% Increased
387
Federated Hermes
Federated Hermes
Pennsylvania
$12.7M -$10.4M 2 0.04% Reduced
388
Creative Planning
Creative Planning
Kansas
$12.6M +$2.75M 2 0.08% Increased
389
JCM
Jag Capital Management
Missouri
$12.5M +$9.73M 1 2.45% Increased
390
IIM
Ivory Investment Management
New York
$12.4M -$15.1M 1 0.36% Reduced
391
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$12.4M -$376K 1 0.09% Reduced
392
CPM
Crescent Park Management
California
$12.3M +$11M 1 2.16% New
393
Norinchukin Bank
Norinchukin Bank
Japan
$12.3M -$2.67M 1 0.3% Reduced
394
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$12.3M +$5.31M 1 0.36% Increased
395
CIBC World Market
CIBC World Market
Ontario, Canada
$12.3M +$3.84M 1 0.05% Increased
396
TIAA CREF Trust
TIAA CREF Trust
Missouri
$12.2M +$261K 1 0.1% Increased
397
Shelton Capital Management
Shelton Capital Management
Colorado
$12M -$1.05M 1 1% Reduced
398
AF
Ally Financial
Michigan
$12M $0 1 2.1% Maintained
399
MIM
Marco Investment Management
Georgia
$12M +$400K 1 2.14% Increased
400
VW
Vantage Wealth
California
$11.9M -$54.3K 1 6.78% Reduced