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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
Andra AP-fonden
Andra AP-fonden
Sweden
$8.24M +$107K 1 0.24% Increased
402
AG
Artal Group
Luxembourg
$8.22M +$8.78M 1 0.15% New
403
WAM
World Asset Management
Michigan
$8.19M -$57K 1 0.31% Reduced
404
PR
Payden & Rygel
California
$8.19M +$52.5K 1 1.08% Increased
405
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.18M -$3.66M 1 0.21% Reduced
406
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$8.18M +$6.37M 2 0.48% Increased
407
CCT
Chemung Canal Trust
New York
$8.17M +$7.23M 1 1.89% Increased
408
Greenleaf Trust
Greenleaf Trust
Michigan
$8.16M +$6.91M 2 0.25% Increased
409
AL
Agran Libbie
California
$8.11M -$367K 1 2.14% Reduced
410
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.1M +$8.13M 1 0.98% Increased
411
Asset Management One
Asset Management One
Japan
$7.91M -$49.1K 1 0.12% Reduced
412
BUB
BBVA USA Bancshares
Texas
$7.88M -$234K 1 0.59% Reduced
413
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$7.87M -$1.38M 1 0.38% Reduced
414
LHC
Levy Harkins & Co
New York
$7.84M -$4M 1 3.46% Reduced
415
MIM
Marco Investment Management
Georgia
$7.8M -$259K 1 1.45% Reduced
416
FA
Friess Associates
Delaware
$7.79M +$7.88M 1 0.72% New
417
DC
Deere & Company
Illinois
$7.79M +$537K 1 0.45% Increased
418
ANI
American National Insurance
Texas
$7.79M -$2.45M 1 0.46% Reduced
419
VW
Vantage Wealth
California
$7.68M +$1.86M 1 4.41% Increased
420
TIAA CREF Trust
TIAA CREF Trust
Missouri
$7.62M -$89K 1 0.08% Reduced
421
Creative Planning
Creative Planning
Kansas
$7.62M +$716K 2 0.06% Increased
422
GP
GLG Partners
United Kingdom
$7.58M +$8.09M 1 0.24% New
423
Pinnacle Associates
Pinnacle Associates
New York
$7.51M +$381K 2 0.16% Increased
424
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$7.5M +$4.43M 1 0.14% Increased
425
QAM
Quentec Asset Management
New York
$7.5M +$8M 1 1.32% New