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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
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$5.79M +$2.2M 1 0.11% Increased
502
TI
TT International
United Kingdom
$5.75M -$414K 1 1.6% Reduced
503
SCM
Stonebridge Capital Management
California
$5.73M +$630K 1 2.31% Increased
504
MAM
Mastrapasqua Asset Management
Tennessee
$5.71M +$245K 1 1.27% Increased
505
SAM
Sompo Asset Management
Japan
$5.67M +$5.74M 1 0.71% New
506
MCIM
Meadow Creek Investment Management
Georgia
$5.66M +$1.12M 1 0.14% Increased
507
ANI
American National Insurance
Texas
$5.65M $0 1 0.31% Maintained
508
Andra AP-fonden
Andra AP-fonden
Sweden
$5.63M -$325K 1 0.13% Reduced
509
WC
Woodstock Corp
Massachusetts
$5.62M -$255K 1 1.13% Reduced
510
OAMG
Odey Asset Management Group
United Kingdom
$5.56M +$5.63M 1 0.57% New
511
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.56M +$5.62M 2 0.1% New
512
North Star Asset Management
North Star Asset Management
Wisconsin
$5.52M -$313K 1 0.58% Reduced
513
Greenleaf Trust
Greenleaf Trust
Michigan
$5.48M -$680K 2 0.13% Reduced
514
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$5.43M +$42.4K 2 0.26% Increased
515
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$5.43M -$724K 1 0.42% Reduced
516
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$5.41M +$470K 1 0.16% Increased
517
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$5.38M -$5.22M 1 0.15% Reduced
518
Partners Value Investments
Partners Value Investments
Bermuda
$5.34M +$5.41M 1 0.9% New
519
CC
Colrain Capital
Massachusetts
$5.33M +$5.4M 1 1.6% New
520
First National Trust
First National Trust
Pennsylvania
$5.32M +$1.33M 1 0.69% Increased
521
IAM
Integre Asset Management
New York
$5.3M +$2.4M 1 3.09% Increased
522
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$5.27M -$75.1K 2 0.26% Reduced
523
AR
Advisory Research
Illinois
$5.26M +$5.33M 1 0.08% New
524
IMOV
Investment Management of Virginia
Virginia
$5.26M +$224K 1 1.29% Increased
525
First Allied Advisory Services
First Allied Advisory Services
California
$5.24M +$10.4K 1 0.27% Increased