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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
Manning & Napier Group
Manning & Napier Group
New York
$32.1M -$1.04M 1 0.42% Reduced
252
Conning Inc
Conning Inc
Connecticut
$31.6M -$5.54M 1 1.12% Reduced
253
SFG
Sather Financial Group
Texas
$31M +$314K 1 3.41% Increased
254
MPMG
Minneapolis Portfolio Management Group
Minnesota
$30.9M -$944K 1 5.15% Reduced
255
Twin Tree Management
Twin Tree Management
Texas
$30.5M -$11.2M 1 0.06% Reduced
256
Tredje AP-fonden
Tredje AP-fonden
Sweden
$30.5M +$23.4M 1 0.63% Increased
257
TCM
Tybourne Capital Management
Hong Kong
$30.5M -$10.5M 1 2.93% Reduced
258
WBC
Westpac Banking Corp
Australia
$30.2M +$6.88M 1 0.46% Increased
259
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.1M +$3.57K 1 0.39% Increased
260
MIM
Marco Investment Management
Georgia
$30M +$2.69M 1 3.8% Increased
261
Vident Investment Advisory
Vident Investment Advisory
Georgia
$29.7M +$244K 2 0.97% Increased
262
FLII
First Long Island Investors
New York
$29.7M -$364K 1 3.3% Reduced
263
TI
Think Investments
California
$29.5M $0 1 9.05% Maintained
264
Becker Capital Management
Becker Capital Management
Oregon
$29.4M +$151K 1 1.55% Increased
265
TCTC Holdings
TCTC Holdings
Texas
$29.4M +$41.8K 1 1.27% Increased
266
Rockefeller Capital Management
Rockefeller Capital Management
New York
$29.2M +$1.04M 3 0.15% Increased
267
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$29.1M +$10M 1 0.44% Increased
268
Vontobel Holding
Vontobel Holding
Switzerland
$29.1M -$3.93M 1 0.34% Reduced
269
Första AP-fonden
Första AP-fonden
Sweden
$28.9M -$4.27M 1 0.35% Reduced
270
M&G Investment Management
M&G Investment Management
United Kingdom
$28.2M +$7.6M 1 0.16% Increased
271
Scotia Capital
Scotia Capital
Ontario, Canada
$28M +$611K 1 0.23% Increased
272
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$27.9M +$528K 1 0.16% Increased
273
E Fund Management
E Fund Management
China
$27.7M +$25.7M 1 2.58% Increased
274
Laurion Capital Management
Laurion Capital Management
New York
$27.4M +$22.9M 1 0.16% Increased
275
FCI
Financial Counselors Inc
Kansas
$26.8M +$1.45M 1 0.66% Increased