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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
476
QIM
Quantitative Investment Management
Virginia
$10.8M +$10.5M 1 0.96% New
477
SSB
Sandy Spring Bank
Maryland
$10.8M +$582K 1 1.6% Increased
478
BUB
BBVA USA Bancshares
Texas
$10.7M +$122K 1 0.51% Increased
479
ZA
Zweig Advisers
Connecticut
$10.6M -$3.41M 1 1.58% Reduced
480
Perkins Investment Management
Perkins Investment Management
Illinois
$10.6M -$2.34M 1 0.07% Reduced
481
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$10.5M +$109K 1 0.97% Increased
482
CC
Cornerstone Capital
California
$10.5M +$35.4K 1 3.19% Increased
483
Scotia Capital
Scotia Capital
Ontario, Canada
$10.4M +$3.54M 1 0.28% Increased
484
Sculptor Capital
Sculptor Capital
New York
$10.4M -$7M 1 0.03% Reduced
485
VIM
Veritas Investment Management
United Kingdom
$10.4M +$10M 1 6.03% Increased
486
Sands Capital Management
Sands Capital Management
Virginia
$10.4M -$3.48M 1 0.03% Reduced
487
SAM
Securian Asset Management
Minnesota
$10.2M +$74.3K 1 0.41% Increased
488
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$10.2M -$16.3M 1 0.78% Reduced
489
Bridgewater Associates
Bridgewater Associates
Connecticut
$10.2M -$14.7M 1 0.09% Reduced
490
MRCM
M&R Capital Management
New Jersey
$10.1M +$200K 1 2.85% Increased
491
TM
Tiger Management
New York
$10.1M -$7.91M 1 1.55% Reduced
492
GGI
Godsey & Gibb Inc
Virginia
$10.1M +$264K 1 2.24% Increased
493
FLII
First Long Island Investors
New York
$10.1M -$697K 1 2.83% Reduced
494
GPCM
Greenbrier Partners Capital Management
Texas
$10.1M $0 1 3.09% Maintained
495
MJRIC
Mogy Joel R Investment Counsel
California
$10.1M +$534K 1 2.31% Increased
496
AIA
Affinity Investment Advisors
California
$10.1M -$5.77M 1 1.31% Reduced
497
HCMNY
Howard Capital Management (New York)
New York
$10M +$617K 1 2.44% Increased
498
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$9.99M +$128K 1 0.93% Increased
499
Mizuho Securities USA
Mizuho Securities USA
New York
$9.97M -$1.77M 1 0.63% Reduced
500
DC
Deere & Company
Illinois
$9.94M +$40K 1 0.57% Increased