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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
501
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$6.21M +$1.87M 1 0.15% Increased
502
Spot Trading
Spot Trading
Illinois
$6.21M -$6.63M 2 0.06% Reduced
503
BL
Bolton LP
Connecticut
$6.19M +$9.68M 2 0.92% Increased
504
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$6.17M -$238K 1 0.32% Reduced
505
North Star Asset Management
North Star Asset Management
Wisconsin
$6.14M +$382K 1 0.77% Increased
506
Evercore Wealth Management
Evercore Wealth Management
New York
$6.14M -$169K 2 0.29% Reduced
507
IHL
Investment House LLC
California
$6.08M -$8.32K 1 1.06% Reduced
508
MAM
Mastrapasqua Asset Management
Tennessee
$6.05M -$9.8K 1 1.6% Reduced
509
CC
Clearline Capital
New York
$5.99M -$16.7M 1 1.01% Reduced
510
BAM
Berkshire Asset Management
Pennsylvania
$5.99M +$487K 1 1.07% Increased
511
CW
Cabot-Wellington
Massachusetts
$5.91M -$3.5M 1 3.55% Reduced
512
RAM
RK Asset Management
Michigan
$5.9M +$161K 1 5.15% Increased
513
ACM
Academy Capital Management
Texas
$5.84M +$373K 1 1.16% Increased
514
CIBC World Markets
CIBC World Markets
New York
$5.84M +$3.68M 1 0.16% Increased
515
PAM
Palisade Asset Management
Minnesota
$5.82M +$56.1K 1 1.3% Increased
516
Profund Advisors
Profund Advisors
Maryland
$5.81M -$1.82M 1 0.33% Reduced
517
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$5.79M +$1.1M 1 0.24% Increased
518
NCM
Nelson Capital Management
California
$5.79M +$239K 1 2.22% Increased
519
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$5.79M -$127K 1 0.5% Reduced
520
OAM
Origin Asset Management
United Kingdom
$5.76M -$515K 1 0.48% Reduced
521
AMF Tjänstepension
AMF Tjänstepension
Sweden
$5.75M +$1.21M 1 0.09% Increased
522
CBOA
Commonwealth Bank of Australia
Australia
$5.74M -$14.7K 1 0.07% Reduced
523
WFG
Windsor Financial Group
Minnesota
$5.7M +$33.6K 1 2.74% Increased
524
WIC
Willis Investment Counsel
Georgia
$5.67M +$398K 1 0.55% Increased
525
JAM
JCIC Asset Management
Ontario, Canada
$5.62M -$454K 1 1.38% Reduced