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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
MAI Capital Management
MAI Capital Management
Ohio
$68.3M +$355K 1 0.67% Increased
227
SFG
Sather Financial Group
Texas
$68.3M +$933K 1 4.73% Increased
228
CI Investments Inc
CI Investments Inc
Ontario, Canada
$68.2M +$35M 1 0.27% Increased
229
Welch Group
Welch Group
Alabama
$68.1M -$2.11M 1 3.27% Reduced
230
Laurion Capital Management
Laurion Capital Management
New York
$67.6M +$64.1M 1 0.8% New
231
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$67.4M +$22.2M 1 0.71% Increased
232
Natixis
Natixis
France
$67.1M -$122M 1 0.38% Reduced
233
UIA
UG Investment Advisers
Taiwan
$66.5M -$21.9M 1 22.55% Reduced
234
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$65.3M +$46.5M 2 0.33% Increased
235
Arizona State Retirement System
Arizona State Retirement System
Arizona
$65M +$531K 2 0.43% Increased
236
DF Dent & Co
DF Dent & Co
Maryland
$64.6M -$3.06M 1 0.84% Reduced
237
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$64.5M +$340K 1 0.33% Increased
238
OA
Oak Associates
Ohio
$63.8M -$448K 2 4.23% Reduced
239
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$63.6M +$38.1M 1 1.04% Increased
240
Osaic Holdings
Osaic Holdings
Arizona
$63.1M -$9.03M 3 0.15% Reduced
241
Meyer Handelman Company
Meyer Handelman Company
New York
$61.8M -$240K 1 2.18% Reduced
242
D.E. Shaw & Co
D.E. Shaw & Co
New York
$61.3M -$7.37M 2 0.06% Reduced
243
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$61.1M -$522K 1 1.17% Reduced
244
BAM
Berkshire Asset Management
Pennsylvania
$61M +$2.91M 1 3.04% Increased
245
CCM
Compass Capital Management
Minnesota
$60.6M -$12.8M 1 4.06% Reduced
246
Munro Partners
Munro Partners
Australia
$60.5M +$57.4M 1 2.24% New
247
Wedge Capital Management
Wedge Capital Management
North Carolina
$60.3M +$56.7M 1 1.07% Increased
248
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$59.9M +$2.02M 1 0.54% Increased
249
R.M. Davis Inc
R.M. Davis Inc
Maine
$59.7M -$1.9M 1 1.21% Reduced
250
UniSuper Management
UniSuper Management
Australia
$59.5M +$5.86M 1 0.49% Increased