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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
$30.2M -$1.16M 1 0.37% Reduced
252
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$30.1M +$8.86M 1 0.69% Increased
253
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.8M +$562K 1 0.37% Increased
254
Dorsal Capital Management
Dorsal Capital Management
California
$29.6M +$24M 1 1.76% New
255
TI
Think Investments
California
$29.6M +$901K 1 9.63% Increased
256
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$29.6M +$4.39M 2 0.15% Increased
257
Railway Pension Investments
Railway Pension Investments
United Kingdom
$29.5M -$7.51M 1 0.3% Reduced
258
Walleye Trading
Walleye Trading
New York
$29.4M +$16.2M 3 0.08% Increased
259
MPMG
Minneapolis Portfolio Management Group
Minnesota
$29.3M -$781K 1 4.17% Reduced
260
MIM
Marco Investment Management
Georgia
$29.2M +$34.2K 1 3.41% Increased
261
TCTC Holdings
TCTC Holdings
Texas
$28.8M +$235K 1 1.17% Increased
262
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$28.7M +$1.57M 1 0.19% Increased
263
TC
TwinBeech Capital
New York
$28.7M +$30.5M 1 0.54% New
264
SFA
Spectrum Financial Alliance
Kentucky
$28.6M +$30.4M 1 14.46% New
265
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$28.4M $0 1 0.41% Maintained
266
FLII
First Long Island Investors
New York
$28.3M -$616K 1 2.97% Reduced
267
Vontobel Holding
Vontobel Holding
Switzerland
$28.2M +$1.17M 1 0.28% Increased
268
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$28.2M -$35.9M 1 0.15% Reduced
269
E Fund Management
E Fund Management
China
$28.2M +$1.32M 1 2.34% Increased
270
M&G Investment Management
M&G Investment Management
United Kingdom
$28.1M +$710K 1 0.14% Increased
271
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$27.9M +$2.74M 1 0.55% Increased
272
National Bank of Canada
National Bank of Canada
Quebec, Canada
$27.9M -$39.3M 1 0.07% Reduced
273
Xponance
Xponance
Pennsylvania
$27.8M +$2.64M 1 0.45% Increased
274
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$27.6M +$2.93M 1 0.53% Increased
275
USS Investment Management
USS Investment Management
United Kingdom
$27.2M +$8.69M 1 0.38% Increased