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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
251
Pinnacle Associates
Pinnacle Associates
New York
$41.8M -$1.42M 2 0.74% Reduced
252
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$41.7M +$18.3M 2 0.35% Increased
253
MC
Montag & Caldwell
Georgia
$41.7M -$589K 1 4.64% Reduced
254
Optiver Holding
Optiver Holding
Netherlands
$41.6M +$45.7M 1 0.04% Increased
255
PineBridge Investments
PineBridge Investments
New York
$41.2M +$3.56M 1 0.44% Increased
256
BAM
Berkshire Asset Management
Pennsylvania
$41.2M +$1.48M 1 2.6% Increased
257
USS Investment Management
USS Investment Management
United Kingdom
$41.1M +$1.9M 1 0.34% Increased
258
SFG
Sather Financial Group
Texas
$40.6M +$899K 1 3.5% Increased
259
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40.4M +$867K 1 0.41% Increased
260
TI
Think Investments
California
$39.9M +$7.97M 1 11.33% Increased
261
Citadel Advisors
Citadel Advisors
Florida
$39.9M -$255M 3 0.01% Reduced
262
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$39.6M +$33.9M 1 0.32% Increased
263
Becker Capital Management
Becker Capital Management
Oregon
$39.5M +$239K 1 1.59% Increased
264
TCTC Holdings
TCTC Holdings
Texas
$39.3M -$345K 1 1.62% Reduced
265
Vontobel Holding
Vontobel Holding
Switzerland
$39M +$1.33M 1 0.34% Increased
266
FLII
First Long Island Investors
New York
$38.9M +$3.63M 1 3.31% Increased
267
Xponance
Xponance
Pennsylvania
$38.6M +$217K 1 0.64% Increased
268
RCW
Rheos Capital Works
Japan
$37.5M -$23.5M 1 1.8% Reduced
269
SFA
Spectrum Financial Alliance
Kentucky
$37.4M +$4.34M 1 18.42% Increased
270
Twin Tree Management
Twin Tree Management
Texas
$37.2M -$26M 1 0.06% Reduced
271
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$37.2M +$18.7M 1 0.65% Increased
272
Bartlett & Co
Bartlett & Co
Ohio
$37.2M +$18.7M 1 0.65% Increased
273
Första AP-fonden
Första AP-fonden
Sweden
$37M -$2.47M 1 0.42% Reduced
274
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$36.9M -$49.3K 1 0.38% Reduced
275
SCM
Sirios Capital Management
Massachusetts
$36.9M -$12.6M 1 4.91% Reduced