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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
Gotham Asset Management
Gotham Asset Management
New York
$16M -$43.9M 1 0.22% Reduced
277
DJSG
D.J. St. Germain
Massachusetts
$16M +$362K 1 2.14% Increased
278
PTC
Philadelphia Trust Company
Pennsylvania
$16M -$1.32M 1 1.36% Reduced
279
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$15.8M -$397K 1 0.29% Reduced
280
Winton Group
Winton Group
United Kingdom
$15.8M -$3.12M 1 0.46% Reduced
281
CCMH
Cornerstone Capital Management Holdings
New York
$15.8M -$15.2M 1 0.12% Reduced
282
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$15.8M +$1.15M 1 0.19% Increased
283
SRC
Shufro Rose & Co
New York
$15.7M +$12.9M 1 1.68% Increased
284
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$15.7M -$6.82K 2 0.12% Reduced
285
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$15.7M -$2.48M 1 0.39% Reduced
286
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$15.5M -$20.6M 1 0.26% Reduced
287
MAA
Matrix Asset Advisors
New York
$15.5M +$129K 1 2.65% Increased
288
Vident Investment Advisory
Vident Investment Advisory
Georgia
$15.3M +$8.3M 2 1.26% Increased
289
ACPU
Arrowgrass Capital Partners (US)
Delaware
$15.2M +$4.39M 1 0.12% Increased
290
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15M -$39.4K 2 0.26% Reduced
291
Utah Retirement Systems
Utah Retirement Systems
Utah
$15M +$95K 1 0.35% Increased
292
MIS
Morningstar Investment Services
Illinois
$14.9M +$990K 1 0.35% Increased
293
LHC
Levy Harkins & Co
New York
$14.9M -$105K 1 5.2% Reduced
294
Manning & Napier Advisors
Manning & Napier Advisors
New York
$14.9M +$3.21M 1 0.13% Increased
295
FFA
First Foundation Advisors
California
$14.4M -$466K 1 0.85% Reduced
296
SCI
SkyBridge Capital II
New York
$14.3M +$14.4M 1 3.42% New
297
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$14.2M -$197K 1 0.89% Reduced
298
FLII
First Long Island Investors
New York
$14M +$561K 1 2.17% Increased
299
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$14M -$4.02K 1 0.13% Reduced
300
Wolverine Trading
Wolverine Trading
Illinois
$13.9M +$6.64M 3 0.06% Increased