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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
Balyasny Asset Management
Balyasny Asset Management
Illinois
$45.9M +$28.9M 1 0.07% Increased
252
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$45.5M +$214K 1 0.85% Increased
253
Wolverine Trading
Wolverine Trading
Illinois
$45.4M +$5.32M 2 0.04% Increased
254
DnB Asset Management
DnB Asset Management
Norway
$45.1M +$968K 1 0.19% Increased
255
Tredje AP-fonden
Tredje AP-fonden
Sweden
$44.9M +$23.6M 1 0.4% Increased
256
Boston Trust Walden
Boston Trust Walden
Massachusetts
$44.5M +$5.06M 1 0.31% Increased
257
Huntington National Bank
Huntington National Bank
Ohio
$44.4M +$8.06M 2 0.32% Increased
258
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$44.4M -$36.7K 1 0.49% Reduced
259
Xponance
Xponance
Pennsylvania
$44.3M +$1.08M 2 0.4% Increased
260
Sanctuary Advisors
Sanctuary Advisors
Indiana
$43.7M +$3.88M 1 0.28% Increased
261
MML Investors Services
MML Investors Services
Massachusetts
$43.6M +$1.19M 1 0.15% Increased
262
DP
Dearborn Partners
Illinois
$43M -$642K 1 1.8% Reduced
263
Lido Advisors
Lido Advisors
California
$42.6M +$29.4M 1 0.19% Increased
264
Becker Capital Management
Becker Capital Management
Oregon
$42.5M +$239K 1 1.39% Increased
265
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.4M -$75K 1 0.36% Reduced
266
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$42.3M -$83M 1 0.27% Reduced
267
Nomura Holdings
Nomura Holdings
Japan
$42.2M +$22.9M 1 0.06% Increased
268
Comerica Bank
Comerica Bank
Texas
$42M -$3.54M 1 0.17% Reduced
269
R.M. Davis Inc
R.M. Davis Inc
Maine
$42M -$1.21M 1 0.82% Reduced
270
UIA
UG Investment Advisers
Taiwan
$40.7M -$6.46M 1 15.94% Reduced
271
Capital Investment Advisors
Capital Investment Advisors
Georgia
$40.6M +$860K 1 0.83% Increased
272
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.4M +$10.7M 3 0.21% Increased
273
TCTC Holdings
TCTC Holdings
Texas
$40.3M +$76K 1 1.45% Increased
274
SFA
Spectrum Financial Alliance
Kentucky
$40.1M +$100K 1 13.92% Increased
275
Mediolanum International Funds
Mediolanum International Funds
Ireland
$40M +$10.9M 1 0.52% Increased