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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
201
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$27.8M +$31.9M 1 1.15% New
202
Bartlett & Co
Bartlett & Co
Ohio
$27.8M -$102K 1 1.15% Reduced
203
HighTower Advisors
HighTower Advisors
Illinois
$27.6M -$1.63M 1 0.23% Reduced
204
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$27.4M -$41.7K 2 0.8% Reduced
205
Group One Trading
Group One Trading
Illinois
$27.2M +$27M 2 0.27% Increased
206
KeyBank National Association
KeyBank National Association
Ohio
$26.5M -$14.4M 1 0.16% Reduced
207
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$26.4M +$653K 1 0.45% Increased
208
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$26.1M +$741K 2 0.14% Increased
209
Renaissance Technologies
Renaissance Technologies
New York
$26.1M +$10.5M 3 0.03% Increased
210
PDM
Penn Davis McFarland
Texas
$26M -$226K 1 7.95% Reduced
211
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$25.9M -$174K 1 0.34% Reduced
212
Profund Advisors
Profund Advisors
Maryland
$25.2M +$877K 1 1% Increased
213
HM Payson & Co
HM Payson & Co
Maine
$25.2M -$1.64M 1 1.04% Reduced
214
MetLife Investment Management
MetLife Investment Management
New Jersey
$24.7M -$677K 1 0.29% Reduced
215
TPCM
Tide Point Capital Management
Connecticut
$24.2M -$14.4M 1 1.86% Reduced
216
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$24.2M +$236K 1 0.19% Increased
217
Cincinnati Insurance
Cincinnati Insurance
Ohio
$23.7M $0 1 0.71% Maintained
218
ST
Sabal Trust
Florida
$23.4M +$533K 1 2.24% Increased
219
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$23.3M +$52.9K 1 0.36% Increased
220
CCM
Compass Capital Management
Minnesota
$23.3M +$1.52M 1 3.48% Increased
221
Aberdeen Group
Aberdeen Group
United Kingdom
$23M +$72.5K 1 0.05% Increased
222
SAM
Shell Asset Management
Netherlands
$23M -$733K 2 0.46% Reduced
223
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$22.8M -$1.09M 1 0.47% Reduced
224
PEAK6 Group
PEAK6 Group
Illinois
$22.8M +$2.19M 2 0.1% Increased
225
DFO
Duquesne Family Office
New York
$22.8M +$26.2M 1 1.26% New