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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
Holocene Advisors
Holocene Advisors
New York
$36.2M +$16.2M 2 0.28% Increased
227
DK
Darrell & King
Virginia
$36M -$3.66M 1 7.4% Reduced
228
Pinnacle Associates
Pinnacle Associates
New York
$36M -$775K 2 0.85% Reduced
229
Becker Capital Management
Becker Capital Management
Oregon
$35.8M -$1.94M 1 1.99% Reduced
230
EWM
Endurance Wealth Management
Rhode Island
$35.5M -$992K 1 5.23% Reduced
231
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$35.2M -$13.9M 1 1.02% Reduced
232
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$35M -$107M 1 0.09% Reduced
233
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$35M +$571K 1 0.61% Increased
234
William Blair & Company
William Blair & Company
Illinois
$34.5M +$2.85M 1 0.15% Increased
235
MetLife Investment Management
MetLife Investment Management
New Jersey
$34.4M -$964K 2 0.38% Reduced
236
Jane Street
Jane Street
New York
$34.2M +$9.47M 2 0.02% Increased
237
WMC
Westwood Management Corporation
Illinois
$33.6M +$13.5M 1 3.06% Increased
238
Penserra Capital Management
Penserra Capital Management
California
$33.5M +$7.3M 2 1.27% Increased
239
KC
KCL Capital
New York
$33.2M -$8.38M 2 3.15% Reduced
240
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$33.2M +$30.2M 1 0.35% New
241
Advisors Capital Management
Advisors Capital Management
New Jersey
$33.1M -$6.76M 1 1.54% Reduced
242
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32.9M +$1.04M 1 0.41% Increased
243
PineBridge Investments
PineBridge Investments
New York
$32.5M +$3.19M 1 0.56% Increased
244
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$32.2M -$314K 1 0.45% Reduced
245
DnB Asset Management
DnB Asset Management
Norway
$32.1M -$20.3M 1 0.34% Reduced
246
APC
Alta Park Capital
California
$31.8M +$28.9M 1 4.61% New
247
Comerica Bank
Comerica Bank
Texas
$31.6M -$246K 1 0.23% Reduced
248
PDM
Penn Davis McFarland
Texas
$31.3M -$95.6K 1 8.15% Reduced
249
Vident Investment Advisory
Vident Investment Advisory
Georgia
$31.3M -$3.94M 2 1.55% Reduced
250
Manning & Napier Group
Manning & Napier Group
New York
$31.3M -$598K 1 0.32% Reduced