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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
Daiwa Securities Group
Daiwa Securities Group
Japan
$6.88M +$1.61M 1 0.06% Increased
377
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$6.87M -$984K 1 0.57% Reduced
378
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$6.81M -$374K 1 0.31% Reduced
379
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$6.78M -$287M 1 0.05% Reduced
380
Laurion Capital Management
Laurion Capital Management
New York
$6.76M -$151M 1 0.09% Reduced
381
SIC
SFE Investment Counsel
California
$6.66M +$84.5K 1 3% Increased
382
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$6.61M +$1.23M 1 0.16% Increased
383
JC
Jacobs & Co
California
$6.53M +$90.1K 1 1.11% Increased
384
PTC
Philadelphia Trust Company
Pennsylvania
$6.44M -$147K 1 0.57% Reduced
385
MCM
Mengis Capital Management
Oregon
$6.39M +$40.8K 1 3.57% Increased
386
RIM
Redpoint Investment Management
Australia
$6.36M $0 1 0.32% Maintained
387
BRA
Biechele Royce Advisors
Indiana
$6.31M -$50.3K 1 4.08% Reduced
388
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$6.28M -$11.8M 1 0.05% Reduced
389
First Allied Advisory Services
First Allied Advisory Services
California
$6.27M -$404K 1 0.21% Reduced
390
HAM
Harber Asset Management
North Carolina
$6.26M +$5.93M 1 1.78% New
391
FNT
First Nebraska Trust
Nebraska
$6.21M +$364K 1 1.12% Increased
392
TBA
Tower Bridge Advisors
Pennsylvania
$6.2M -$1.59M 1 0.72% Reduced
393
MC
Middleton & Co
Massachusetts
$6.18M -$89.3K 1 0.99% Reduced
394
RIL
Rothschild Investment LLC
Illinois
$6.16M -$42.8K 2 0.72% Reduced
395
Stephens Inc
Stephens Inc
Arkansas
$6.15M +$151K 2 0.15% Increased
396
Bridges Investment Management
Bridges Investment Management
Nebraska
$6.15M -$407K 1 0.25% Reduced
397
NAM
North American Management
Massachusetts
$6.07M +$69.5K 1 1.01% Increased
398
Gratus Capital
Gratus Capital
Georgia
$5.98M +$135K 1 1% Increased
399
HCMT
Highland Capital Management (Tennessee)
Tennessee
$5.95M +$2.76M 1 0.45% Increased
400
Marshall Wace North America
Marshall Wace North America
New York
$5.91M +$5.59M 2 0.04% New