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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
401
AC
Ascend Capital
California
$9.65M +$10.7M 1 0.38% New
402
DILH
Dai-ichi Life Holdings
Japan
$9.62M +$23.7K 1 0.3% Increased
403
AWCI
Alpine Woods Capital Investors
New York
$9.56M -$698K 2 0.52% Reduced
404
Intact Investment Management
Intact Investment Management
Quebec, Canada
$9.51M +$2.32M 1 0.42% Increased
405
HCMNY
Howard Capital Management (New York)
New York
$9.48M +$189K 1 1.93% Increased
406
LHC
Levy Harkins & Co
New York
$9.46M -$166K 1 5.17% Reduced
407
HCM
Howland Capital Management
Massachusetts
$9.44M -$328K 1 1.03% Reduced
408
AF
Ally Financial
Michigan
$9.4M $0 1 0.95% Maintained
409
FMT
First Mercantile Trust
Tennessee
$9.36M +$74.2K 1 0.94% Increased
410
NPF
Norris Perne & French
Michigan
$9.27M -$156K 1 2.22% Reduced
411
AQR Capital Management
AQR Capital Management
Connecticut
$9.22M +$3.06M 2 0.02% Increased
412
LRPA
L. Roy Papp & Associates
Arizona
$9.13M -$1.93M 1 2.26% Reduced
413
Michael & Susan Dell Foundation
Michael & Susan Dell Foundation
New York
$9.1M $0 1 6.64% Maintained
414
AL
Agran Libbie
California
$9.09M -$140K 1 2.54% Reduced
415
Norinchukin Bank
Norinchukin Bank
Japan
$9.07M -$310K 1 0.24% Reduced
416
Waverton Investment Management
Waverton Investment Management
United Kingdom
$8.94M -$190K 1 0.72% Reduced
417
EA
Euclid Advisors
Connecticut
$8.92M -$3.06M 1 0.4% Reduced
418
SSB
Sandy Spring Bank
Maryland
$8.9M +$135K 1 1.09% Increased
419
WAM
World Asset Management
Michigan
$8.87M -$164K 1 0.36% Reduced
420
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$8.79M -$110K 1 0.56% Reduced
421
Andra AP-fonden
Andra AP-fonden
Sweden
$8.75M $0 1 0.26% Maintained
422
PR
Payden & Rygel
California
$8.75M +$9.65M 1 1.26% Increased
423
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$8.72M $0 1 0.46% Maintained
424
BUB
BBVA USA Bancshares
Texas
$8.7M +$73.1K 1 0.68% Increased
425
GGI
Godsey & Gibb Inc
Virginia
$8.69M -$281K 1 1.78% Reduced