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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
Laurion Capital Management
Laurion Capital Management
New York
$41.1M +$43.9M 1 0.17% Increased
227
Calamos Advisors
Calamos Advisors
Illinois
$41.1M +$3.16M 1 0.18% Increased
228
M&G Investment Management
M&G Investment Management
United Kingdom
$41M -$1.02M 2 0.1% Reduced
229
CA
Capitolis Advisors
New York
$40.6M +$15.3M 1 0.37% Increased
230
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$40.2M -$979K 1 0.37% Reduced
231
MC
Montag & Caldwell
Georgia
$39.8M -$247K 1 3.67% Reduced
232
MAI Capital Management
MAI Capital Management
Ohio
$38.9M +$677K 1 0.75% Increased
233
KSCM
King Street Capital Management
New York
$38.8M -$6.93M 1 3.28% Reduced
234
RAM
RWC Asset Management
United Kingdom
$38.7M +$1.42M 1 1.18% Increased
235
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$38.4M -$427K 1 0.39% Reduced
236
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$38.3M -$9.18M 2 0.21% Reduced
237
EWM
Endurance Wealth Management
Rhode Island
$37.9M -$300K 1 4.22% Reduced
238
MPMG
Minneapolis Portfolio Management Group
Minnesota
$37.6M -$206K 1 4.21% Reduced
239
Meyer Handelman Company
Meyer Handelman Company
New York
$37M +$1.49M 1 1.52% Increased
240
PEAK6 Investments
PEAK6 Investments
Illinois
$36.9M +$19.7M 2 0.08% Increased
241
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$36.5M -$40.3M 1 0.21% Reduced
242
MetLife Investment Management
MetLife Investment Management
New Jersey
$34.7M -$1.03M 2 0.31% Reduced
243
Welch Group
Welch Group
Alabama
$34.5M +$73.6K 1 2.34% Increased
244
Marshall Wace
Marshall Wace
United Kingdom
$34.3M +$17.2M 3 0.14% Increased
245
Vontobel Holding
Vontobel Holding
Switzerland
$34.3M -$1.01M 1 0.3% Reduced
246
Capstone Investment Advisors
Capstone Investment Advisors
New York
$33.7M +$35.1M 1 0.07% Increased
247
Amalgamated Bank
Amalgamated Bank
New York
$33.6M -$1.83M 2 0.28% Reduced
248
KC
KCL Capital
New York
$33.6M -$48.3M 1 1.55% Reduced
249
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33.6M -$1.03M 1 0.33% Reduced
250
Becker Capital Management
Becker Capital Management
Oregon
$33.5M +$784K 1 1.41% Increased