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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
OAM
Origin Asset Management
United Kingdom
$10.8M -$6.88M 1 0.79% Reduced
427
AL
Agran Libbie
California
$10.7M -$85.9K 1 2.79% Reduced
428
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$10.7M +$546K 1 0.68% Increased
429
Waverton Investment Management
Waverton Investment Management
United Kingdom
$10.6M -$1.35M 1 0.79% Reduced
430
Michael & Susan Dell Foundation
Michael & Susan Dell Foundation
New York
$10.6M $0 1 6.1% Maintained
431
CW
Cabot-Wellington
Massachusetts
$10.6M -$111K 1 5.21% Reduced
432
Fiduciary Trust
Fiduciary Trust
Massachusetts
$10.6M -$4.87M 1 0.44% Reduced
433
WAM
World Asset Management
Michigan
$10.5M -$1.66M 1 0.41% Reduced
434
GGI
Godsey & Gibb Inc
Virginia
$10.4M +$354K 1 1.85% Increased
435
ECM
Estabrook Capital Management
New York
$10.4M -$3.17M 1 1.29% Reduced
436
First Manhattan
First Manhattan
New York
$10.4M +$233K 1 0.06% Increased
437
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$10.4M -$286K 1 0.6% Reduced
438
PHAM
Pacific Heights Asset Management
California
$10.3M -$3.41M 1 0.69% Reduced
439
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$10.3M +$86K 1 0.88% Increased
440
SSB
Sandy Spring Bank
Maryland
$10.2M +$172K 1 1.16% Increased
441
Andra AP-fonden
Andra AP-fonden
Sweden
$10.2M -$16M 1 0.29% Reduced
442
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$10.2M $0 1 0.5% Maintained
443
AAP
Ardsley Advisory Partners
Connecticut
$10.1M +$11M 1 1.27% New
444
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.1M -$2.37M 1 0.11% Reduced
445
BUB
BBVA USA Bancshares
Texas
$10.1M +$815K 1 0.56% Increased
446
Pinnacle Associates
Pinnacle Associates
New York
$10M -$2.26M 2 0.19% Reduced
447
Walleye Trading
Walleye Trading
New York
$9.99M -$959K 2 0.1% Reduced
448
MIM
Marco Investment Management
Georgia
$9.92M -$2M 1 1.66% Reduced
449
DC
Deere & Company
Illinois
$9.86M +$45.3K 1 0.53% Increased
450
Shelton Capital Management
Shelton Capital Management
Colorado
$9.86M -$83.5K 1 1.02% Reduced