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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
426
Sculptor Capital
Sculptor Capital
New York
$17.4M -$7.65M 1 0.06% Reduced
427
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$17.4M +$16.6M 1 0.74% New
428
NRS
Neville Rodie & Shaw
New York
$17.4M +$101K 1 1.88% Increased
429
UMB Bank
UMB Bank
Missouri
$17.3M +$1.01M 1 0.97% Increased
430
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$17.3M -$2.09M 1 0.74% Reduced
431
FMT
First Mercantile Trust
Tennessee
$17.3M -$801K 1 1.26% Reduced
432
HP
Hikari Power
Japan
$17.1M +$16.3M 1 2.08% New
433
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$16.8M -$8.46M 1 0.5% Reduced
434
LRPA
L. Roy Papp & Associates
Arizona
$16.7M -$1.48M 1 3.9% Reduced
435
JCM
Jag Capital Management
Missouri
$16.6M -$185K 1 3.39% Reduced
436
Mutual of America Capital Management
Mutual of America Capital Management
New York
$16.5M -$349K 1 0.4% Reduced
437
HCM
Howland Capital Management
Massachusetts
$16.5M +$1.1M 1 1.87% Increased
438
CA
Cortland Associates
Missouri
$16.3M +$156K 1 3.34% Increased
439
Destination Wealth Management
Destination Wealth Management
California
$16.3M +$70.9K 1 1.75% Increased
440
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.2M +$1.25M 1 0.19% Increased
441
CCM
Compass Capital Management
Minnesota
$16.1M +$12.9K 1 3.22% Increased
442
ANI
American National Insurance
Texas
$15.9M $0 1 1.02% Maintained
443
F&C Asset Management
F&C Asset Management
United Kingdom
$15.8M -$649K 1 0.2% Reduced
444
SPC
Stewart & Patten Company
California
$15.8M +$523K 1 3.22% Increased
445
Bridgewater Associates
Bridgewater Associates
Connecticut
$15.7M +$512K 1 0.13% Increased
446
Trillium Asset Management
Trillium Asset Management
Massachusetts
$15.7M +$243K 1 1.47% Increased
447
FSA
Franklin Street Advisors
North Carolina
$15.7M -$433K 1 3.14% Reduced
448
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$15.6M -$208K 1 0.86% Reduced
449
Allstate Corporation
Allstate Corporation
Illinois
$15.5M +$14.8M 1 0.5% New
450
Scotia Capital
Scotia Capital
Ontario, Canada
$15.4M -$1.04M 1 0.34% Reduced