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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
Ruffer LLP
Ruffer LLP
United Kingdom
$34.7M -$19.3M 1 2.06% Reduced
227
Becker Capital Management
Becker Capital Management
Oregon
$34.6M -$511K 1 1.28% Reduced
228
Todd Asset Management
Todd Asset Management
Kentucky
$34.1M +$11.9M 1 1.02% Increased
229
ING Group
ING Group
Netherlands
$34.1M -$5.27M 1 0.64% Reduced
230
SG Americas Securities
SG Americas Securities
New York
$33.2M +$30.9M 2 0.28% Increased
231
Pinnacle Associates
Pinnacle Associates
New York
$33M -$2.92M 2 0.67% Reduced
232
SIM
Sprucegrove Investment Management
Ontario, Canada
$32.9M -$11M 1 1.61% Reduced
233
CCMH
Cornerstone Capital Management Holdings
New York
$32.7M -$8.25M 1 0.25% Reduced
234
Zacks Investment Management
Zacks Investment Management
Illinois
$32.2M +$468K 1 0.92% Increased
235
Generation Investment Management
Generation Investment Management
United Kingdom
$31.9M -$274M 1 0.37% Reduced
236
Arizona State Retirement System
Arizona State Retirement System
Arizona
$31.8M +$719K 1 0.47% Increased
237
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$31.4M +$18M 1 0.3% Increased
238
PWLP
Prio Wealth Limited Partnership
Massachusetts
$31.3M -$1.17M 1 1.67% Reduced
239
DP
Dearborn Partners
Illinois
$30.5M +$698K 1 2.55% Increased
240
Conning Inc
Conning Inc
Connecticut
$30.5M -$790K 1 1.22% Reduced
241
RNC Capital Management
RNC Capital Management
California
$30.5M +$937K 1 2.52% Increased
242
SAM
Shell Asset Management
Netherlands
$30.4M -$7M 2 0.71% Reduced
243
HM Payson & Co
HM Payson & Co
Maine
$30.1M +$1.93M 1 1.43% Increased
244
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$29.7M +$1.23M 2 0.67% Increased
245
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$29.4M +$118K 1 0.45% Increased
246
Flossbach Von Storch
Flossbach Von Storch
Germany
$29.3M -$9.97M 1 0.48% Reduced
247
Voloridge Investment Management
Voloridge Investment Management
Florida
$29.2M -$74.8M 1 0.63% Reduced
248
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$29M +$12.1M 1 0.69% Increased
249
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$28.9M -$1.38M 2 0.01% Reduced
250
TPSF
Texas Permanent School Fund
Texas
$28.8M -$767K 1 0.38% Reduced