← All themes Artificial Intelligence

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
PVH
Psagot Value Holdings
Israel
$5.27M -$1.02K 1 0.22% Reduced
502
Ruffer LLP
Ruffer LLP
United Kingdom
$5.27M +$3.81M 1 0.22% Increased
503
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$5.26M +$2.47M 1 0.26% Increased
504
CCA
Cobblestone Capital Advisors
New York
$5.24M +$2.34M 1 0.77% Increased
505
SIC
SFE Investment Counsel
California
$5.21M +$814K 1 2.41% Increased
506
SFG
Sather Financial Group
Texas
$5.19M +$635K 1 2.09% Increased
507
WC
Woodstock Corp
Massachusetts
$5.19M +$37.8K 1 1.09% Increased
508
TCM
Tradition Capital Management
New Jersey
$5.16M +$935K 1 1.71% Increased
509
TCTC Holdings
TCTC Holdings
Texas
$5.16M +$606K 1 0.32% Increased
510
DL
Delta Lloyd
Netherlands
$5.13M -$770K 1 0.17% Reduced
511
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$5.11M -$258K 1 0.27% Reduced
512
GIP
Greatmark Investment Partners
Georgia
$5.1M +$90.5K 1 2.31% Increased
513
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.06M +$119K 1 0.94% Increased
514
ACM
Academy Capital Management
Texas
$5.03M +$3.19M 1 1.22% Increased
515
Spot Trading
Spot Trading
Illinois
$5M +$368K 2 0.09% Increased
516
Bridges Investment Management
Bridges Investment Management
Nebraska
$4.99M +$37.5K 1 0.91% Increased
517
NCM
Noesis Capital Mangement
Florida
$4.99M +$19.7K 1 2.27% Increased
518
MPM
Meritage Portfolio Management
Kansas
$4.97M +$2.42M 1 0.56% Increased
519
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$4.96M +$6.87K 1 0.33% Increased
520
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$4.95M +$161K 1 0.21% Increased
521
FCI
Financial Counselors Inc
Kansas
$4.93M +$1.22M 1 0.31% Increased
522
CCM
Concourse Capital Management
Georgia
$4.92M +$4.69M 1 2.96% New
523
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$4.87M -$8.13M 1 0.02% Reduced
524
SCM
Stonebridge Capital Management
California
$4.85M -$322K 1 2.08% Reduced
525
Grimes & Company
Grimes & Company
Massachusetts
$4.82M +$379K 1 0.62% Increased