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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
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$15.2M +$1.12M 1 0.36% Increased
452
Achmea Investment Management
Achmea Investment Management
Netherlands
$15.2M +$16.6M 1 0.4% New
453
LW
Linscomb Wealth
Texas
$15.1M -$81.9K 1 0.72% Reduced
454
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$15M -$1.13M 1 0.2% Reduced
455
Atria Investments
Atria Investments
North Carolina
$14.8M +$1.94M 1 0.26% Increased
456
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$14.7M +$2.96M 2 0.53% Increased
457
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$14.7M +$3.1M 1 0.21% Increased
458
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$14.7M +$1.84M 2 0.75% Increased
459
SAM
Securian Asset Management
Minnesota
$14.7M -$113K 1 0.29% Reduced
460
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$14.6M +$627K 1 0.09% Increased
461
ECG
Edge Capital Group
Georgia
$14.5M -$340K 1 0.99% Reduced
462
XF
XML Financial
Maryland
$14.4M +$333K 1 1.72% Increased
463
MC
Middleton & Co
Massachusetts
$14.3M -$95.4K 1 1.53% Reduced
464
TCM
Tributary Capital Management
Nebraska
$14.3M +$9.29M 2 1.13% Increased
465
JCM
Jag Capital Management
Missouri
$14M -$11.7M 1 1.38% Reduced
466
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.9M -$2.27M 2 0.13% Reduced
467
BOTW
Bank of the West
California
$13.9M -$1.61M 1 1.43% Reduced
468
GW&K Investment Management
GW&K Investment Management
Massachusetts
$13.8M -$9.29M 1 0.12% Reduced
469
AHC
Adell Harriman & Carpenter
Texas
$13.8M +$70.4K 1 1.34% Increased
470
Montag & Associates
Montag & Associates
Georgia
$13.7M +$823K 1 0.73% Increased
471
SG Americas Securities
SG Americas Securities
New York
$13.7M +$1.3M 2 0.1% Increased
472
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$13.6M +$3.13M 1 0.07% Increased
473
LIA
LS Investment Advisors
Michigan
$13.6M -$222K 1 2.15% Reduced
474
CJL
Cyrus J. Lawrence
New York
$13.5M +$14.9M 1 3.1% New
475
KFP
KMG Fiduciary Partners
Ohio
$13.5M +$963K 1 2.16% Increased