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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
Check Capital Management
Check Capital Management
California
$31.2M +$1.16M 1 2.54% Increased
227
Flossbach Von Storch
Flossbach Von Storch
Germany
$30.6M -$220M 1 0.53% Reduced
228
PDM
Penn Davis McFarland
Texas
$30.5M -$1.07M 1 8.11% Reduced
229
Nomura Asset Management
Nomura Asset Management
Japan
$30.4M -$330K 1 0.57% Reduced
230
First Eagle Investment Management
First Eagle Investment Management
New York
$30.1M -$30.7M 1 0.08% Reduced
231
KBI Global Investors
KBI Global Investors
Ireland
$30.1M +$29.6M 1 0.8% New
232
ORIO
Old Republic International (ORI)
Illinois
$29.2M +$2.95M 1 1.3% Increased
233
Bartlett & Co
Bartlett & Co
Ohio
$28.9M -$338K 1 1.43% Reduced
234
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$28.9M +$190K 1 0.23% Increased
235
Foresters Investment Management
Foresters Investment Management
New York
$28.2M +$456K 1 0.54% Increased
236
GH
GAM Holding
Switzerland
$28.1M -$12.2M 1 0.44% Reduced
237
Natixis
Natixis
France
$27.9M +$16.2M 1 0.52% Increased
238
Arizona State Retirement System
Arizona State Retirement System
Arizona
$27.6M -$4.3M 1 0.39% Reduced
239
VanEck Associates
VanEck Associates
New York
$27.5M +$12M 1 0.14% Increased
240
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$27.5M -$10.9M 1 0.36% Reduced
241
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$27.4M -$760K 1 0.23% Reduced
242
Lazard Asset Management
Lazard Asset Management
New York
$27.3M -$3.04M 1 0.06% Reduced
243
Royal London Asset Management
Royal London Asset Management
United Kingdom
$27M +$7.26M 1 0.44% Increased
244
OI
Oakbrook Investments
Illinois
$27M +$7.39M 1 1.49% Increased
245
HighTower Advisors
HighTower Advisors
Illinois
$26.9M -$752K 2 0.34% Reduced
246
ALPS Advisors
ALPS Advisors
Colorado
$26.8M +$3.71M 2 0.24% Increased
247
PWLP
Prio Wealth Limited Partnership
Massachusetts
$26.5M +$476K 1 1.45% Increased
248
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$25.6M -$126M 2 0.01% Reduced
249
TPSF
Texas Permanent School Fund
Texas
$25.5M -$2.07M 1 0.34% Reduced
250
Conning Inc
Conning Inc
Connecticut
$25.5M +$1.02M 1 1.05% Increased