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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
226
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$54M $0 1 4.31% Maintained
227
PAM
Private Asset Management
California
$53.8M -$4.22M 1 10.32% Reduced
228
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$53.3M -$15.1M 1 1.14% Reduced
229
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$50.7M +$4.91M 1 0.12% Increased
230
SM
Seminole Management
New York
$50.4M +$39.6M 1 3.18% Increased
231
LCM
Lakewood Capital Management
New York
$49.7M -$6.56M 1 4.03% Reduced
232
AC
Amici Capital
New York
$49.1M -$42.7M 1 1.77% Reduced
233
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$48.8M +$1.25M 1 0.84% Increased
234
Korea Investment Corp
Korea Investment Corp
South Korea
$48.5M -$28.3M 1 0.52% Reduced
235
1919 Investment Counsel
1919 Investment Counsel
Maryland
$48.2M +$1.01M 1 1.08% Increased
236
IRF
IBM Retirement Fund
New York
$48.2M -$7.39M 1 0.66% Reduced
237
GAI
General American Investors
New York
$47.1M $0 1 4.1% Maintained
238
EA
Euclid Advisors
Connecticut
$46.7M +$31.4M 1 0.47% Increased
239
Waverton Investment Management
Waverton Investment Management
United Kingdom
$46.5M -$2.84M 1 2.73% Reduced
240
PIA
Piedmont Investment Advisors
North Carolina
$45.8M -$7.26M 1 2.4% Reduced
241
Placemark Investments
Placemark Investments
Illinois
$45.7M +$7.66M 1 0.87% Increased
242
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$45.6M +$3.18M 1 1.03% Increased
243
CAM
ClariVest Asset Management
California
$45.6M -$6.89M 1 2.08% Reduced
244
RCP
RIT Capital Partners
United Kingdom
$45.5M $0 1 17.44% Maintained
245
Todd Asset Management
Todd Asset Management
Kentucky
$45.1M -$5.88M 1 1.38% Reduced
246
Ninety One (UK)
Ninety One (UK)
United Kingdom
$44.1M +$282K 1 0.32% Increased
247
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$43.9M -$3.32M 1 0.54% Reduced
248
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$43.8M +$276K 1 1.75% Increased
249
MSA
Mason Street Advisors
Wisconsin
$43.5M -$11.5M 1 0.49% Reduced
250
HI
Honeywell International
North Carolina
$42.4M -$197K 1 1.09% Reduced