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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
Nissay Asset Management
Nissay Asset Management
Japan
$16.1M -$54.5K 1 0.14% Reduced
402
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$16.1M +$4.23M 1 0.34% Increased
403
Capital Investment Advisors
Capital Investment Advisors
Georgia
$16.1M +$605K 1 0.55% Increased
404
PTC
Philadelphia Trust Company
Pennsylvania
$16.1M -$196K 1 1.11% Reduced
405
Stephens Inc
Stephens Inc
Arkansas
$16M +$3.64M 1 0.24% Increased
406
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$15.8M -$320K 2 0.03% Reduced
407
Group One Trading
Group One Trading
Illinois
$15.5M +$7.25M 3 0.02% Increased
408
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$15.4M -$5.49M 1 0.62% Reduced
409
BOTW
Bank of the West
California
$15.4M +$1.05M 1 1.57% Increased
410
Norinchukin Bank
Norinchukin Bank
Japan
$15.2M +$96K 1 0.22% Increased
411
JC
Jacobs & Co
California
$15M -$175K 1 1.73% Reduced
412
Evergreen Capital Management
Evergreen Capital Management
Washington
$15M +$538K 1 0.72% Increased
413
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$15M +$647K 1 0.75% Increased
414
Tiedemann Advisors
Tiedemann Advisors
New York
$15M -$7.16K 1 0.6% Reduced
415
WC
Woodstock Corp
Massachusetts
$14.9M +$32.2K 1 1.76% Increased
416
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$14.7M -$20.6M 1 0.17% Reduced
417
SSA
South Street Advisors
New York
$14.7M +$13.9M 1 2.73% New
418
OKSA
O'Keefe Stevens Advisory
New York
$14.6M +$1.45M 1 7.77% Increased
419
APC
Alta Park Capital
California
$14.5M +$13.7M 1 1.17% New
420
PVH
Psagot Value Holdings
Israel
$14.5M -$12.6M 1 0.52% Reduced
421
NPA
Nichols & Pratt Advisers
Massachusetts
$14.4M +$441K 1 1.09% Increased
422
KPCM
Kings Point Capital Management
New York
$14.3M +$602K 1 1.3% Increased
423
TCM
Tributary Capital Management
Nebraska
$14.3M -$336K 1 1.08% Reduced
424
Gotham Asset Management
Gotham Asset Management
New York
$14.2M +$300K 1 0.6% Increased
425
AlphaCore Capital
AlphaCore Capital
California
$14.2M +$13.1M 1 7.56% Increased