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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
Ariel Investments
Ariel Investments
Illinois
$25.2M +$12.3M 2 0.28% Increased
227
SIM
Sprucegrove Investment Management
Ontario, Canada
$25.1M +$836K 1 1.62% Increased
228
Arizona State Retirement System
Arizona State Retirement System
Arizona
$25.1M -$1.03M 1 0.24% Reduced
229
DFO
Duquesne Family Office
New York
$25M +$22.9M 1 1.19% New
230
SEI Investments
SEI Investments
Pennsylvania
$24.9M +$714K 2 0.09% Increased
231
Macquarie Group
Macquarie Group
Australia
$24.9M -$31.8M 1 0.04% Reduced
232
DWM
Doyle Wealth Management
Florida
$24.9M -$82.2K 1 3.86% Reduced
233
PointState Capital
PointState Capital
New York
$24.8M +$13.3M 1 0.33% Increased
234
OI
Oakbrook Investments
Illinois
$24.7M -$1.59M 1 1.37% Reduced
235
GIM
Greylin Investment Management
Virginia
$24.5M -$2.12M 2 5.29% Reduced
236
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$24.4M +$856K 2 0.33% Increased
237
Vaughan David Investments
Vaughan David Investments
Illinois
$24.4M -$1.05M 1 1.03% Reduced
238
MAA
Matrix Asset Advisors
New York
$24.2M -$1.17M 1 3.86% Reduced
239
MSL
Mackay Shields LLC
New York
$23.8M +$4.06M 1 0.18% Increased
240
Nuveen
Nuveen
North Carolina
$23.6M +$1.66M 1 0.13% Increased
241
SAM
Shell Asset Management
Netherlands
$23.5M -$591K 2 0.46% Reduced
242
R.M. Davis Inc
R.M. Davis Inc
Maine
$23.1M +$275K 1 0.84% Increased
243
TPSF
Texas Permanent School Fund
Texas
$22.7M -$3.03M 1 0.31% Reduced
244
HBK Investments
HBK Investments
Texas
$22.7M -$306M 1 0.18% Reduced
245
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$22.7M +$7.37M 2 0.17% Increased
246
TCW Group
TCW Group
California
$22.6M +$20.6M 1 0.19% New
247
KeyBank National Association
KeyBank National Association
Ohio
$22.3M -$3.84M 1 0.12% Reduced
248
Advisors Asset Management
Advisors Asset Management
Colorado
$22.3M -$2M 1 0.36% Reduced
249
UBS O'Connor
UBS O'Connor
Illinois
$21.6M -$9.87M 1 0.5% Reduced
250
Saba Capital Management
Saba Capital Management
New York
$21.3M +$19.5M 1 1.1% New