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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
451
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.58M -$1.35M 1 0.08% Reduced
452
CBOA
Commonwealth Bank of Australia
Australia
$6.57M +$1.31M 1 0.08% Increased
453
FCM
Firsthand Capital Management
California
$6.54M $0 2 5.04% Maintained
454
LIC
Lodestar Investment Counsel
Illinois
$6.5M -$3.42M 1 1.03% Reduced
455
LOAMU
Lombard Odier Asset Management (USA)
New York
$6.5M +$6.94M 1 0.63% New
456
EP Wealth Advisors
EP Wealth Advisors
California
$6.43M -$1.14M 1 1.08% Reduced
457
OPCM
Osborne Partners Capital Management
California
$6.42M -$23.3K 1 0.93% Reduced
458
RMCM
Reynders McVeigh Capital Management
Massachusetts
$6.39M -$3.38M 1 1.05% Reduced
459
People's United Financial
People's United Financial
Connecticut
$6.38M -$10.5M 1 0.34% Reduced
460
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$6.32M +$2.08M 1 0.91% Increased
461
SBWM
Sunflower Bank Wealth Management
Arizona
$6.31M +$162K 1 2.21% Increased
462
CIBC World Markets
CIBC World Markets
New York
$6.3M +$926K 1 0.13% Increased
463
HAM
Harber Asset Management
North Carolina
$6.28M +$3.8M 1 4.11% Increased
464
SFWA
Summit Financial Wealth Advisors
Louisiana
$6.27M +$3.87M 1 2.87% Increased
465
WesBanco Bank
WesBanco Bank
West Virginia
$6.22M -$6.12M 1 0.37% Reduced
466
NPF
Norris Perne & French
Michigan
$6.21M -$2.58M 1 1.3% Reduced
467
TIM
Thompson Investment Management
Wisconsin
$6.2M +$188K 1 1.29% Increased
468
NIP
Nicholas Investment Partners
California
$6.2M +$4.33M 2 0.43% Increased
469
Advent Capital Management
Advent Capital Management
New York
$6.11M +$1.87M 1 0.09% Increased
470
Winton Group
Winton Group
United Kingdom
$6.1M -$35.8M 1 0.05% Reduced
471
Federated Hermes
Federated Hermes
Pennsylvania
$6.1M +$2.03M 2 0.02% Increased
472
QS Investors
QS Investors
New York
$6.05M -$2.13M 1 0.06% Reduced
473
FSA
Franklin Street Advisors
North Carolina
$6.01M -$774K 1 1.18% Reduced
474
Moore Capital Management
Moore Capital Management
New York
$6M +$6.4M 1 0.19% New
475
ELC
Edgar Lomax Company
Virginia
$5.92M +$6.32M 1 0.43% New