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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
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$56.3M +$2.27M 1 0.87% Increased
227
LCM
Lakewood Capital Management
New York
$54.8M $0 1 4.34% Maintained
228
1919 Investment Counsel
1919 Investment Counsel
Maryland
$53.3M +$89.9K 1 1.11% Increased
229
Placemark Investments
Placemark Investments
Illinois
$53.1M +$2.51M 1 0.87% Increased
230
AL
AJO LP
Pennsylvania
$52.8M +$48.7M 1 0.23% Increased
231
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$52.8M +$2.31M 1 1.06% Increased
232
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$52.6M -$5.83M 1 1.05% Reduced
233
Soros Fund Management
Soros Fund Management
New York
$52.2M +$49.6M 1 0.44% New
234
GAI
General American Investors
New York
$52M $0 1 4.22% Maintained
235
Castleark Management
Castleark Management
Illinois
$51.7M +$48.5M 1 1.5% Increased
236
IRF
IBM Retirement Fund
New York
$51.3M -$1.74M 1 0.67% Reduced
237
ProShare Advisors
ProShare Advisors
Maryland
$51.1M +$22.9M 1 0.76% Increased
238
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$50.9M -$17.9M 1 1.75% Reduced
239
SM
Seminole Management
New York
$50.8M -$4.56M 1 2.51% Reduced
240
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$49.4M +$981K 1 0.64% Increased
241
EA
Euclid Advisors
Connecticut
$48.8M -$2.58M 1 0.4% Reduced
242
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$48.6M -$65.2M 2 0.02% Reduced
243
Tocqueville Asset Management
Tocqueville Asset Management
New York
$48M +$28.1M 1 0.64% Increased
244
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$47.8M -$494K 1 1.76% Reduced
245
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$46.6M +$3.99M 1 0.29% Increased
246
Todd Asset Management
Todd Asset Management
Kentucky
$46M -$3.63M 1 1.33% Reduced
247
SoftBank Group
SoftBank Group
Japan
$45.9M +$43.6M 1 0.1% New
248
Gofen & Glossberg
Gofen & Glossberg
Illinois
$45.7M -$135K 1 2.14% Reduced
249
PIA
Piedmont Investment Advisors
North Carolina
$45.2M -$5.14M 1 2.42% Reduced
250
SEI Trust Company
SEI Trust Company
Pennsylvania
$45M +$10.8M 1 0.43% Increased