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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
AHC
Adell Harriman & Carpenter
Texas
$12.3M +$803K 1 1.51% Increased
452
Frontier Capital Management
Frontier Capital Management
Massachusetts
$12.2M +$15.1M 1 0.14% New
453
MC
Middleton & Co
Massachusetts
$12.2M +$262K 1 1.56% Increased
454
Highbridge Capital Management
Highbridge Capital Management
New York
$12.2M +$3.96M 1 0.28% Increased
455
Banco Santander
Banco Santander
Spain
$12.2M -$948K 1 0.16% Reduced
456
Huntington National Bank
Huntington National Bank
Ohio
$12.2M -$1.35M 1 0.13% Reduced
457
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$12.1M -$451K 1 0.2% Reduced
458
SAM
Securian Asset Management
Minnesota
$12.1M -$164K 1 0.29% Reduced
459
Artemis Investment Management
Artemis Investment Management
United Kingdom
$12M -$11.1M 1 0.12% Reduced
460
Norinchukin Bank
Norinchukin Bank
Japan
$12M -$3.09M 1 0.23% Reduced
461
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.9M +$1.11M 1 0.09% Increased
462
TIM
Thompson Investment Management
Wisconsin
$11.8M +$854K 1 2.06% Increased
463
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$11.8M -$510K 1 0.19% Reduced
464
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$11.8M -$1.91M 1 0.45% Reduced
465
TM
Tiger Management
New York
$11.8M -$9.64M 1 5.21% Reduced
466
Atria Investments
Atria Investments
North Carolina
$11.7M -$709K 1 0.25% Reduced
467
Wealthfront Advisers
Wealthfront Advisers
California
$11.7M +$802K 1 0.06% Increased
468
TS
Tamar Securities
California
$11.7M +$1.03M 1 3.85% Increased
469
HCM
Howland Capital Management
Massachusetts
$11.7M +$12.4M 1 0.72% New
470
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$11.6M +$260K 1 0.49% Increased
471
KFP
KMG Fiduciary Partners
Ohio
$11.6M +$285K 1 2.16% Increased
472
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$11.6M -$186K 2 0.7% Reduced
473
OPFM
Optimus Prime Fund Management
Cayman Islands
$11.5M +$12.2M 1 1.23% New
474
LIA
LS Investment Advisors
Michigan
$11.5M +$156K 1 2.14% Increased
475
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$11.4M +$760K 1 1% Increased