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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
AL
AJO LP
Pennsylvania
$36.5M -$20.4M 1 0.16% Reduced
277
Nomura Asset Management
Nomura Asset Management
Japan
$36.4M -$789K 1 0.64% Reduced
278
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$35.9M +$1.32M 1 0.29% Increased
279
HAM
HHR Asset Management
New Jersey
$35.8M +$2.66M 1 1.4% Increased
280
SAM
Shell Asset Management
Netherlands
$35.8M -$167K 1 0.56% Reduced
281
R.M. Davis Inc
R.M. Davis Inc
Maine
$35.5M +$790K 1 2.04% Increased
282
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$35.5M +$585K 1 0.62% Increased
283
Foresters Investment Management
Foresters Investment Management
New York
$35.4M -$1.34M 1 0.75% Reduced
284
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$35.4M +$15.3K 1 0.65% Increased
285
Citadel Advisors
Citadel Advisors
Florida
$35.3M +$30.8M 2 0.04% Increased
286
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$35.1M +$131K 1 0.14% Increased
287
Davenport & Co
Davenport & Co
Virginia
$34.9M -$4.9M 1 0.61% Reduced
288
EWM
Endurance Wealth Management
Rhode Island
$34.8M -$34.6K 1 6.5% Reduced
289
Discovery Capital Management
Discovery Capital Management
Connecticut
$34.8M +$35.6M 1 0.39% New
290
PIM
Profit Investment Management
Maryland
$34.7M -$4.54M 1 1.81% Reduced
291
CC
Curian Capital
Colorado
$34.5M +$3.08M 1 0.61% Increased
292
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$34.5M -$2.09M 1 1.91% Reduced
293
Wasatch Advisors
Wasatch Advisors
Utah
$34.3M $0 1 0.36% Maintained
294
Renaissance Technologies
Renaissance Technologies
New York
$34.1M -$182M 2 0.09% Reduced
295
OAM
Origin Asset Management
United Kingdom
$34M -$12.6M 2 2.2% Reduced
296
Boston Trust Walden
Boston Trust Walden
Massachusetts
$33.9M -$1.01M 1 0.52% Reduced
297
FAS
Formuepleje A/S
Denmark
$33.7M -$17.3M 1 4.41% Reduced
298
SIC
Schwartz Investment Counsel
Michigan
$33.4M +$8.46M 1 2.39% Increased
299
CI Investments Inc
CI Investments Inc
Ontario, Canada
$33.3M -$2.04M 1 0.35% Reduced
300
CCMH
Cornerstone Capital Management Holdings
New York
$33.3M -$2.54M 1 0.36% Reduced