← All themes Artificial Intelligence

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
276
Gotham Asset Management
Gotham Asset Management
New York
$48.3M -$23.2M 1 0.11% Reduced
277
Trexquant Investment
Trexquant Investment
Connecticut
$48.2M +$42.8M 2 0.28% Increased
278
BSL
Blue Sparrow LLC
Delaware
$47.9M +$48.4M 1 0.46% New
279
Huntington National Bank
Huntington National Bank
Ohio
$47.1M -$22.5M 3 0.23% Reduced
280
GF Fund Management
GF Fund Management
China
$47M +$6.52M 1 0.56% Increased
281
MetLife Investment Management
MetLife Investment Management
New Jersey
$46.8M -$3.31M 3 0.21% Reduced
282
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$46.7M +$38M 1 0.06% Increased
283
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$46.7M -$322K 1 0.69% Reduced
284
Harvest Fund Management
Harvest Fund Management
China
$46.6M +$32.4M 1 1.54% Increased
285
Appaloosa LP
Appaloosa LP
New Jersey
$46.2M -$46.5M 1 0.6% Reduced
286
Primecap Management
Primecap Management
California
$45.8M -$87.2M 2 0.03% Reduced
287
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$45.8M +$19.4M 2 0.03% Increased
288
MML Investors Services
MML Investors Services
Massachusetts
$45.6M -$824K 1 0.09% Reduced
289
IFM Investors
IFM Investors
Australia
$45.2M +$2.45M 1 0.3% Increased
290
MAA
Matrix Asset Advisors
New York
$45.1M -$8.11M 1 3.66% Reduced
291
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$44.6M -$37.8M 1 0.1% Reduced
292
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$44.4M +$2.43M 1 0.51% Increased
293
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$44.2M -$12.9M 1 0.55% Reduced
294
Pinnacle Associates
Pinnacle Associates
New York
$44.2M -$1.34M 2 0.48% Reduced
295
Meyer Handelman Company
Meyer Handelman Company
New York
$44.1M -$2.61M 1 1.25% Reduced
296
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$44.1M -$55.2M 2 0.4% Reduced
297
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$43.5M -$409M 2 0.16% Reduced
298
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$43M -$2.95M 1 0.21% Reduced
299
USS Investment Management
USS Investment Management
United Kingdom
$41.9M +$6.3M 2 0.15% Increased
300
UniSuper Management
UniSuper Management
Australia
$41.4M +$754K 1 0.21% Increased