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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
Eagle Global Advisors
Eagle Global Advisors
Texas
$8.74M +$3.82M 1 0.25% Increased
452
HSA
Hussman Strategic Advisors
Maryland
$8.7M +$7.72M 1 1.44% New
453
OPCM
Osborne Partners Capital Management
California
$8.68M +$50.7K 1 1.3% Increased
454
SSB
Sandy Spring Bank
Maryland
$8.56M +$614K 1 0.92% Increased
455
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.55M -$219K 1 0.69% Reduced
456
BCM
BTR Capital Management
California
$8.46M -$105K 1 1.9% Reduced
457
Martingale Asset Management
Martingale Asset Management
Massachusetts
$8.31M +$7.38M 1 0.12% New
458
FL
Fort LP
Maryland
$8.29M -$5.26M 1 2.86% Reduced
459
TCM
Twin Capital Management
Pennsylvania
$8.23M +$2.64M 1 0.55% Increased
460
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.15M +$7.24M 1 0.05% New
461
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$8.14M +$1.02M 1 0.29% Increased
462
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$8.12M -$34.7K 1 0.85% Reduced
463
SFWA
Summit Financial Wealth Advisors
Louisiana
$8.07M -$452K 1 3.5% Reduced
464
CC
Cornerstone Capital
California
$8.07M +$11.9K 1 1.74% Increased
465
SIM
Sentry Investment Management
Wisconsin
$8.07M -$3.65K 1 0.35% Reduced
466
Barings
Barings
North Carolina
$7.98M +$1.89M 1 0.21% Increased
467
PEAK6 Group
PEAK6 Group
Illinois
$7.93M -$8.74M 1 0.06% Reduced
468
FMT
First Mercantile Trust
Tennessee
$7.92M -$1.53M 2 1.06% Reduced
469
MUFG Americas
MUFG Americas
New York
$7.86M -$237K 1 0.27% Reduced
470
TM
Thrax Management
New York
$7.82M +$6.95M 1 2.79% New
471
LSA
L & S Advisors
California
$7.82M +$6.63M 1 2.16% Increased
472
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$7.71M -$747K 1 0.51% Reduced
473
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.71M +$558K 2 0.05% Increased
474
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$7.7M +$104K 1 0.35% Increased
475
M
MOTCO
Texas
$7.67M -$146K 1 0.86% Reduced