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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
Optiver Holding
Optiver Holding
Netherlands
$26.7M +$4.23M 1 0.02% Increased
277
Saba Capital Management
Saba Capital Management
New York
$26.5M $0 1 0.3% Maintained
278
Renaissance Technologies
Renaissance Technologies
New York
$26.1M -$4.48M 3 0.04% Reduced
279
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$26M -$4.95K 1 0.53% Reduced
280
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$26M -$1.14M 1 0.15% Reduced
281
Xponance
Xponance
Pennsylvania
$26M +$637K 1 0.5% Increased
282
Soros Fund Management
Soros Fund Management
New York
$25.6M -$444K 1 0.44% Reduced
283
PDM
Penn Davis McFarland
Texas
$25.6M +$229K 1 5.12% Increased
284
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$25.5M +$459K 1 0.58% Increased
285
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$25.5M +$164K 1 1.16% Increased
286
Pinnacle Associates
Pinnacle Associates
New York
$25.4M -$516K 2 0.58% Reduced
287
TCM
Telos Capital Management
California
$25M +$398K 1 4.11% Increased
288
Glenmede Trust
Glenmede Trust
Pennsylvania
$24.8M +$1.11M 2 0.16% Increased
289
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$24.8M +$9.1M 1 0.47% Increased
290
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$24.7M -$1.62M 1 0.35% Reduced
291
JLBC
J.L. Bainbridge & Co
Florida
$24.4M +$584K 1 3.73% Increased
292
Shelton Capital Management
Shelton Capital Management
Colorado
$23.9M +$1.62M 1 1.14% Increased
293
CCM
Cinctive Capital Management
New York
$23.7M +$24.7M 2 0.99% Increased
294
APG Asset Management
APG Asset Management
Netherlands
$23.7M -$9.63M 1 0.06% Reduced
295
MML Investors Services
MML Investors Services
Massachusetts
$23.6M +$1.28M 1 0.18% Increased
296
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$23.6M -$397K 1 1.11% Reduced
297
Brown Advisory
Brown Advisory
Maryland
$23.4M +$17.1M 1 0.05% Increased
298
Raymond James Trust
Raymond James Trust
Florida
$23.1M +$722K 1 0.86% Increased
299
Connectus Wealth
Connectus Wealth
Ohio
$23M +$1.25M 1 0.48% Increased
300
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$23M +$6.13M 2 0.75% Increased