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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$7.99M -$16.7M 2 0.03% Reduced
402
Intact Investment Management
Intact Investment Management
Quebec, Canada
$7.99M -$2.88M 1 0.35% Reduced
403
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.95M +$1.65M 1 0.39% Increased
404
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$7.92M +$2.38M 1 0.14% Increased
405
BPB
Badgley, Phelps & Bell
Washington
$7.91M -$124K 1 0.62% Reduced
406
TIM
Thompson Investment Management
Wisconsin
$7.89M +$394K 1 1.48% Increased
407
DZ Bank
DZ Bank
Germany
$7.85M +$1.09M 1 0.04% Increased
408
PFU
Parus Finance (UK)
United Kingdom
$7.82M -$55.3K 1 1.38% Reduced
409
PWP
Private Wealth Partners
California
$7.82M -$880K 1 1.7% Reduced
410
Raymond James Trust
Raymond James Trust
Florida
$7.79M +$1.18M 1 0.58% Increased
411
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$7.79M +$684K 1 0.65% Increased
412
TIAA FSB
TIAA FSB
Florida
$7.64M +$7.73M 1 0.05% New
413
BIM
Barton Investment Management
Pennsylvania
$7.57M -$1.01M 1 2% Reduced
414
BUB
BBVA USA Bancshares
Texas
$7.49M -$691K 1 0.49% Reduced
415
WAM
World Asset Management
Michigan
$7.48M -$1.18M 1 0.26% Reduced
416
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$7.44M +$2.89M 1 0.44% Increased
417
HC
Hourglass Capital
Texas
$7.43M +$3.78M 1 1.86% Increased
418
Grimes & Company
Grimes & Company
Massachusetts
$7.42M +$49.6K 1 0.83% Increased
419
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$7.42M -$136K 1 0.44% Reduced
420
SIC
SFE Investment Counsel
California
$7.4M -$214K 1 3.01% Reduced
421
GHCM
Glen Harbor Capital Management
California
$7.33M +$396K 1 0.18% Increased
422
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$7.3M -$693K 1 0.35% Reduced
423
SWM
SVA Wealth Management
Wisconsin
$7.21M +$795K 1 0.94% Increased
424
CC
Cornerstone Capital
California
$7.21M -$79.4K 1 1.37% Reduced
425
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$7.13M +$125K 1 0.49% Increased