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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
MKP Capital Management
MKP Capital Management
New York
$15.9M +$14.7M 1 0.82% New
452
IEQ Capital
IEQ Capital
California
$15.8M -$1.17M 2 0.1% Reduced
453
Madison Asset Management
Madison Asset Management
Wisconsin
$15.8M +$1.17M 1 0.17% Increased
454
Manning & Napier Advisors
Manning & Napier Advisors
New York
$15.7M +$14.5M 1 0.19% New
455
NEI
Northwest & Ethical Investments
Ontario, Canada
$15.7M +$5.56M 1 0.39% Increased
456
JC
Jacobs & Co
California
$15.7M -$42.4K 1 1.56% Reduced
457
DJSG
D.J. St. Germain
Massachusetts
$15.7M -$49K 1 0.67% Reduced
458
TCM
Tributary Capital Management
Nebraska
$15.5M -$840K 2 1.37% Reduced
459
FFM
Fisher Funds Management
New Zealand
$15.3M -$1.57M 1 0.36% Reduced
460
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$15.3M +$5.85M 3 0.59% Increased
461
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$15.2M +$1.17M 1 0.51% Increased
462
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$15.2M +$932K 1 0.22% Increased
463
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$15.1M +$332K 1 0.2% Increased
464
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$15.1M -$29.4K 1 0.27% Reduced
465
SIC
SFE Investment Counsel
California
$15.1M +$505K 1 2.66% Increased
466
Cary Street Partners
Cary Street Partners
Virginia
$15M -$845K 1 0.42% Reduced
467
BBA
Baader Bank Aktiengesellschaft
Germany
$14.9M -$294K 1 1.07% Reduced
468
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$14.9M -$14.7K 1 0.51% Reduced
469
GXJ
Global X Japan
Japan
$14.8M +$1.3M 2 1.5% Increased
470
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$14.8M -$80.8K 3 0.12% Reduced
471
Norinchukin Bank
Norinchukin Bank
Japan
$14.7M +$1.07M 1 0.22% Increased
472
KFP
KMG Fiduciary Partners
Ohio
$14.7M +$322K 1 1.09% Increased
473
ATC
Argent Trust Co
Tennessee
$14.5M +$371K 1 0.55% Increased
474
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$14.3M +$66.7K 1 0.14% Increased
475
SCS Capital Management
SCS Capital Management
Massachusetts
$14.3M +$9.47M 1 0.16% Increased