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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
Walleye Trading
Walleye Trading
New York
$40.6M +$5.46M 2 0.13% Increased
277
Creative Planning
Creative Planning
Kansas
$40.6M +$187K 1 0.07% Increased
278
SFA
Spectrum Financial Alliance
Kentucky
$40M +$35M 1 19.53% New
279
Advisors Capital Management
Advisors Capital Management
New Jersey
$39.4M -$5.06M 1 1.07% Reduced
280
PEAK6 Investments
PEAK6 Investments
Illinois
$39.3M -$10.7M 2 0.08% Reduced
281
TI
Think Investments
California
$39.1M $0 1 7.43% Maintained
282
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$38.9M -$677K 1 1.36% Reduced
283
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$38.8M +$15.1M 2 0.35% Increased
284
Connectus Wealth
Connectus Wealth
Ohio
$38.6M +$33.7M 1 1.49% New
285
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$38.3M $0 2 0.43% Maintained
286
Cerity Partners
Cerity Partners
New York
$38.2M +$4.63M 2 0.58% Increased
287
Rockefeller Capital Management
Rockefeller Capital Management
New York
$38.2M +$641K 3 0.18% Increased
288
MIM
Marco Investment Management
Georgia
$37.9M +$181K 1 3.72% Increased
289
Squarepoint
Squarepoint
New York
$37.8M +$30M 2 0.1% Increased
290
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$37.5M +$1.72M 1 1.63% Increased
291
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$37.5M +$1.08M 2 0.17% Increased
292
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$37.5M -$6.15M 1 0.53% Reduced
293
JLBC
J.L. Bainbridge & Co
Florida
$37.5M +$800 1 4.17% Increased
294
Utah Retirement Systems
Utah Retirement Systems
Utah
$37.4M +$80K 1 0.46% Increased
295
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$36.8M +$8.99M 1 0.49% Increased
296
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$36.7M -$143K 2 0.15% Reduced
297
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$36.6M +$1.16M 1 0.2% Increased
298
OC
Oakmont Corp
California
$36.6M $0 1 2.9% Maintained
299
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$36.2M +$2.64M 2 0.25% Increased
300
Shelton Capital Management
Shelton Capital Management
Colorado
$36.1M +$2.02M 1 1.28% Increased