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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
Beck Mack & Oliver
Beck Mack & Oliver
New York
$58.7M -$2.42M 1 1.14% Reduced
227
MetLife Investment Management
MetLife Investment Management
New Jersey
$58.6M -$1.68M 2 0.34% Reduced
228
SFG
Sather Financial Group
Texas
$58.5M +$206K 1 3.77% Increased
229
MAI Capital Management
MAI Capital Management
Ohio
$58.5M +$178K 1 0.56% Increased
230
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$58.3M +$942K 1 0.58% Increased
231
CCM
Compass Capital Management
Minnesota
$56.8M +$5.22M 1 3.6% Increased
232
Rockefeller Capital Management
Rockefeller Capital Management
New York
$56.4M -$21.8M 1 0.15% Reduced
233
Nissay Asset Management
Nissay Asset Management
Japan
$55.6M +$6.6M 1 0.35% Increased
234
Arizona State Retirement System
Arizona State Retirement System
Arizona
$55M -$613K 2 0.35% Reduced
235
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$54.6M -$494K 1 0.27% Reduced
236
UniSuper Management
UniSuper Management
Australia
$54.5M +$3.85M 1 0.41% Increased
237
OA
Oak Associates
Ohio
$54.3M -$333K 2 3.65% Reduced
238
DF Dent & Co
DF Dent & Co
Maryland
$54.1M -$1.06M 1 0.66% Reduced
239
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$53.2M +$3.98M 1 0.43% Increased
240
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$52.7M -$1.66M 1 0.91% Reduced
241
Trexquant Investment
Trexquant Investment
Connecticut
$52.5M +$14.1M 2 0.66% Increased
242
Meyer Handelman Company
Meyer Handelman Company
New York
$52.2M -$567K 1 1.76% Reduced
243
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$52.1M -$4.91M 2 0.19% Reduced
244
UIA
UG Investment Advisers
Taiwan
$51.8M -$5.16M 1 19.46% Reduced
245
Första AP-fonden
Första AP-fonden
Sweden
$51.3M +$5.97M 1 0.39% Increased
246
Vontobel Holding
Vontobel Holding
Switzerland
$51.2M +$13.8M 1 0.17% Increased
247
QRG Capital Management
QRG Capital Management
Illinois
$51.2M +$821K 1 0.55% Increased
248
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$51.1M +$461K 1 0.5% Increased
249
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$50.4M +$3.08M 1 0.36% Increased
250
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$50.2M +$61.4K 1 0.96% Increased