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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
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$10.6M $0 1 0.13% Maintained
502
CICI
Capital Investment Counsel Inc
North Carolina
$10.5M +$7.43K 1 1.83% Increased
503
GCM
Greenland Capital Management
New York
$10.5M +$8.96M 1 0.98% New
504
SBIA
Sheaff Brock Investment Advisors
Indiana
$10.4M -$42.7K 1 0.81% Reduced
505
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.3M +$4.44M 2 0.05% Increased
506
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$10.3M -$529K 1 0.38% Reduced
507
EP Wealth Advisors
EP Wealth Advisors
California
$10.3M -$282K 1 0.13% Reduced
508
SAM
Sompo Asset Management
Japan
$10.2M +$1.54M 1 1.85% Increased
509
SAM
Securian Asset Management
Minnesota
$10.2M -$1.19M 1 0.29% Reduced
510
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$10.2M -$1.94M 1 0.6% Reduced
511
RNC Capital Management
RNC Capital Management
California
$10.2M +$149K 1 0.61% Increased
512
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$10.1M +$827K 1 0.12% Increased
513
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$10.1M +$827K 1 0.12% Increased
514
Ancora Advisors
Ancora Advisors
Ohio
$9.83M -$841K 1 0.23% Reduced
515
CWA Asset Management Group
CWA Asset Management Group
Florida
$9.82M +$18.8K 1 0.67% Increased
516
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$9.8M +$1.28M 1 0.25% Increased
517
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.76M -$456K 2 0.09% Reduced
518
LBP AM
LBP AM
France
$9.74M +$1.17M 1 0.21% Increased
519
PCMH
Polymer Capital Management (HK)
Hong Kong
$9.72M +$8.32M 1 3.36% New
520
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$9.58M +$534K 1 0.2% Increased
521
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$9.56M +$118K 1 0.91% Increased
522
NewEdge Advisors
NewEdge Advisors
Louisiana
$9.52M -$1.39M 2 0.09% Reduced
523
RIL
Rothschild Investment LLC
Illinois
$9.46M -$1.13M 1 0.79% Reduced
524
Metis Global Partners
Metis Global Partners
California
$9.43M +$612K 1 0.38% Increased
525
Moran Wealth Management
Moran Wealth Management
Florida
$9.4M -$8.89M 1 0.33% Reduced