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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
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$8.65M -$547K 1 0.6% Reduced
427
QS Investors
QS Investors
New York
$8.65M -$1.72M 1 0.09% Reduced
428
MIM
Marco Investment Management
Georgia
$8.65M +$152K 1 1.71% Increased
429
KLWA
Kelly Lawrence W & Associates
California
$8.63M +$422K 1 2% Increased
430
OI
Oakbrook Investments
Illinois
$8.55M -$810K 1 0.56% Reduced
431
FL
Fort LP
Maryland
$8.51M +$5.68M 1 4.38% Increased
432
PRA
Parametric Risk Advisors
Connecticut
$8.45M $0 1 0.55% Maintained
433
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.44M -$232K 1 0.1% Reduced
434
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$8.35M -$528K 1 0.88% Reduced
435
Natixis
Natixis
France
$8.29M +$9.17M 1 0.17% New
436
TIAA CREF Trust
TIAA CREF Trust
Missouri
$8.28M -$1.09M 1 0.09% Reduced
437
ECM
Estabrook Capital Management
New York
$8.28M -$741K 1 1.19% Reduced
438
Asset Management One
Asset Management One
Japan
$8.26M -$2.01M 1 0.13% Reduced
439
Westwood Holdings Group
Westwood Holdings Group
Texas
$8.14M +$494K 1 0.07% Increased
440
LIM
Lathrop Investment Management
Arkansas
$8.13M +$1.08M 1 2.78% Increased
441
EP Wealth Advisors
EP Wealth Advisors
California
$8.06M -$266K 1 1.54% Reduced
442
Shelton Capital Management
Shelton Capital Management
Colorado
$8.06M -$441K 1 0.89% Reduced
443
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$8.04M +$8.89M 1 0.24% New
444
BPB
Badgley, Phelps & Bell
Washington
$8.03M -$65.1K 1 0.84% Reduced
445
SAM
Securian Asset Management
Minnesota
$7.93M -$402K 1 0.26% Reduced
446
DC
Deere & Company
Illinois
$7.83M -$691K 1 0.49% Reduced
447
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$7.83M -$10.4M 2 0.04% Reduced
448
CISOA
Capital Investment Services of America
Wisconsin
$7.82M +$106K 1 1.87% Increased
449
CA
Cullinan Associates
Kentucky
$7.8M -$23.8K 1 0.71% Reduced
450
NIT
NumerixS Investment Technologies
British Columbia, Canada
$7.71M +$4.8M 1 0.88% Increased