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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
QIM
Quest Investment Management
Oregon
$13.1M +$9.87M 1 1.79% Increased
427
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$13.1M +$6.14M 2 0.31% Increased
428
Vaughan David Investments
Vaughan David Investments
Illinois
$13M -$27.6M 1 0.38% Reduced
429
TIP
Torray Investment Partners
Maryland
$13M +$1.98M 1 2.25% Increased
430
CM
Capital Management
Virginia
$13M +$2.8M 1 2.77% Increased
431
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$12.9M +$7.28M 1 0.08% Increased
432
Kestra Advisory Services
Kestra Advisory Services
Texas
$12.9M +$3.18M 1 0.13% Increased
433
Hosking Partners
Hosking Partners
United Kingdom
$12.8M +$797K 1 0.54% Increased
434
Penserra Capital Management
Penserra Capital Management
California
$12.7M -$613K 2 0.25% Reduced
435
NFT
Nan Fung Trinity
Hong Kong
$12.7M +$12.3M 1 3.13% New
436
JC
Jacobs & Co
California
$12.4M -$37.6K 1 1.47% Reduced
437
TIM
Thompson Investment Management
Wisconsin
$12.3M +$764K 1 2% Increased
438
NIG
NFJ Investment Group
Texas
$12.3M +$451K 1 0.33% Increased
439
Norinchukin Bank
Norinchukin Bank
Japan
$12.3M +$1.86M 1 0.21% Increased
440
Martingale Asset Management
Martingale Asset Management
Massachusetts
$12.3M +$5.43M 1 0.24% Increased
441
XF
XML Financial
Maryland
$12.1M +$328K 1 1.4% Increased
442
Davenport & Co
Davenport & Co
Virginia
$12.1M -$77.6M 1 0.09% Reduced
443
BOK Financial
BOK Financial
Oklahoma
$12M +$752K 1 0.25% Increased
444
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$12M +$60.9K 1 0.11% Increased
445
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$12M +$8.95M 1 0.89% Increased
446
RGC
Redwood Grove Capital
California
$12M -$920K 1 5.07% Reduced
447
ACM
Alight Capital Management
New York
$11.9M +$11.5M 1 4.5% New
448
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$11.6M +$7.24M 1 0.4% Increased
449
NRS
Neville Rodie & Shaw
New York
$11.6M -$2.39M 1 1% Reduced
450
LW
Linscomb Wealth
Texas
$11.6M -$421K 1 0.62% Reduced