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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
Nomura Asset Management
Nomura Asset Management
Japan
$23M -$754K 1 0.23% Reduced
227
SIM
Sprucegrove Investment Management
Ontario, Canada
$22.8M -$1.2M 1 1.44% Reduced
228
HT
HAP Trading
New York
$22.3M -$6.3M 2 1.72% Reduced
229
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$22.1M -$4.23M 1 0.2% Reduced
230
Arizona State Retirement System
Arizona State Retirement System
Arizona
$22.1M +$4.27M 1 0.26% Increased
231
ING Group
ING Group
Netherlands
$22M +$21.2M 1 0.38% New
232
MSL
Mackay Shields LLC
New York
$22M +$5.99M 1 0.15% Increased
233
PDM
Penn Davis McFarland
Texas
$22M -$10.4M 1 7.42% Reduced
234
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$21.9M -$105K 1 0.37% Reduced
235
Candriam SCA
Candriam SCA
Luxembourg
$21.9M -$286K 2 0.27% Reduced
236
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$21.8M -$493K 1 1.15% Reduced
237
Man Group
Man Group
United Kingdom
$21.5M +$10.9M 2 0.08% Increased
238
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$21.3M +$1.71M 1 0.17% Increased
239
SAM
Shell Asset Management
Netherlands
$21.3M -$1.76M 2 0.47% Reduced
240
MAI Capital Management
MAI Capital Management
Ohio
$21.2M +$1.28M 1 0.96% Increased
241
Wolverine Trading
Wolverine Trading
Illinois
$21.2M +$13.9M 2 0.06% Increased
242
MAA
Matrix Asset Advisors
New York
$21.2M -$5.64M 1 3.75% Reduced
243
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$21.1M -$33.7M 1 0.17% Reduced
244
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$20.8M -$7.83M 1 0.46% Reduced
245
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.7M +$4.08M 1 0.3% Increased
246
PineBridge Investments
PineBridge Investments
New York
$20.6M +$4.9M 1 0.33% Increased
247
OC
Oakmont Corp
California
$20.1M +$19.4M 1 3.06% New
248
Todd Asset Management
Todd Asset Management
Kentucky
$20.1M +$2.23M 1 0.55% Increased
249
Artisan Partners
Artisan Partners
Wisconsin
$19.9M -$659K 1 0.04% Reduced
250
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$19.9M +$1.12M 2 0.41% Increased