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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
Foresters Investment Management
Foresters Investment Management
New York
$40.1M +$3.53M 1 0.74% Increased
227
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$40.1M -$2.31M 1 0.72% Reduced
228
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$39.5M +$3.97M 2 0.33% Increased
229
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$39.5M +$2.65M 2 0.02% Increased
230
PDM
Penn Davis McFarland
Texas
$38.5M -$426K 1 9.86% Reduced
231
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$38.3M +$21.1M 2 0.83% Increased
232
CCM
Criterion Capital Management
California
$37.7M +$33M 2 1.51% New
233
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$37.2M +$243K 1 0.29% Increased
234
Bartlett & Co
Bartlett & Co
Ohio
$36.9M -$93.2K 1 1.78% Reduced
235
Becker Capital Management
Becker Capital Management
Oregon
$36.8M -$11.7M 1 1.44% Reduced
236
HighTower Advisors
HighTower Advisors
Illinois
$36.4M +$1.59M 2 0.42% Increased
237
ALPS Advisors
ALPS Advisors
Colorado
$36.1M +$1.61M 2 0.3% Increased
238
TCM
Tetrem Capital Management
Manitoba, Canada
$36M +$13.6M 1 1.35% Increased
239
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$35.9M -$21.2M 1 1.08% Reduced
240
PWLP
Prio Wealth Limited Partnership
Massachusetts
$34.1M +$184K 1 1.81% Increased
241
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$34M -$20.5M 1 1.48% Reduced
242
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$33.5M -$15.5M 1 0.57% Reduced
243
Samlyn Capital
Samlyn Capital
New York
$33.4M +$29.7M 1 0.8% New
244
Zacks Investment Management
Zacks Investment Management
Illinois
$33.3M +$2.47M 1 0.94% Increased
245
DnB Asset Management
DnB Asset Management
Norway
$32.9M -$17.7M 1 0.65% Reduced
246
Conning Inc
Conning Inc
Connecticut
$32.8M +$209K 1 1.31% Increased
247
Arizona State Retirement System
Arizona State Retirement System
Arizona
$32.7M -$2.34M 1 0.5% Reduced
248
Numeric Investors
Numeric Investors
Massachusetts
$31.9M +$26.2M 1 0.3% Increased
249
PFU
Parus Finance (UK)
United Kingdom
$31.8M +$28.2M 1 4.79% New
250
DP
Dearborn Partners
Illinois
$31.3M +$4.26M 1 2.64% Increased