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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
276
D.E. Shaw & Co
D.E. Shaw & Co
New York
$41.9M -$1.62M 2 0.06% Reduced
277
Davenport & Co
Davenport & Co
Virginia
$41.9M +$931K 1 0.76% Increased
278
PHAM
Pacific Heights Asset Management
California
$40.6M $0 1 1.4% Maintained
279
PineBridge Investments
PineBridge Investments
New York
$39.6M -$1.85M 1 1.31% Reduced
280
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$39.4M +$371K 1 1.75% Increased
281
Foresters Investment Management
Foresters Investment Management
New York
$39.2M -$2.3M 1 0.85% Reduced
282
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$39M +$4.79M 1 0.87% Increased
283
QGM
Quality Growth Management
California
$38.9M $0 1 31.75% Maintained
284
Aperio Group
Aperio Group
California
$38.7M +$36.9M 1 0.54% New
285
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$38.7M +$881K 1 0.77% Increased
286
Natixis Advisors
Natixis Advisors
Massachusetts
$38.5M +$3.72M 1 0.59% Increased
287
LSV Asset Management
LSV Asset Management
Illinois
$38.4M +$8.48M 1 0.09% Increased
288
Polar Capital
Polar Capital
United Kingdom
$38.4M +$10.5M 1 0.88% Increased
289
First Trust Advisors
First Trust Advisors
Illinois
$37.8M +$11.7M 1 0.17% Increased
290
PTC
Philadelphia Trust Company
Pennsylvania
$37.6M +$40.6K 1 2.37% Increased
291
Castleark Management
Castleark Management
Illinois
$37.6M -$16.6M 1 1.07% Reduced
292
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$37.3M -$358K 1 0.73% Reduced
293
EWM
Endurance Wealth Management
Rhode Island
$37M -$1.57M 1 7.19% Reduced
294
Boston Trust Walden
Boston Trust Walden
Massachusetts
$37M +$500K 1 0.55% Increased
295
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$36.8M +$180K 1 0.15% Increased
296
Check Capital Management
Check Capital Management
California
$36.8M +$1.57M 1 3.79% Increased
297
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$36.7M -$917K 1 0.77% Reduced
298
CP
Cumberland Partners
Ontario, Canada
$36.2M +$664K 1 4.23% Increased
299
SAM
Shell Asset Management
Netherlands
$36.2M +$381K 1 0.6% Increased
300
Wasatch Advisors
Wasatch Advisors
Utah
$36.1M -$159K 1 0.35% Reduced