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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
301
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$32.7M -$1.15M 1 0.76% Reduced
302
Natixis Advisors
Natixis Advisors
Massachusetts
$32.5M +$2.22M 1 0.53% Increased
303
R.M. Davis Inc
R.M. Davis Inc
Maine
$32.5M +$1.05M 1 1.99% Increased
304
FQ
First Quadrant
California
$32.4M +$21.8M 1 0.76% Increased
305
Aperio Group
Aperio Group
California
$32.4M -$26.4M 0 – Closed
306
Highbridge Capital Management
Highbridge Capital Management
New York
$32.2M +$5.82M 1 0.39% Increased
307
Capital International Investors
Capital International Investors
California
$32M $0 1 0.1% Maintained
308
MSA
Mason Street Advisors
Wisconsin
$32M -$15.2M 1 0.26% Reduced
309
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$31.9M +$30.4M 1 0.71% New
310
Two Sigma Advisers
Two Sigma Advisers
New York
$31.6M +$14.9M 3 0.31% Increased
311
Dorsal Capital Management
Dorsal Capital Management
California
$31.6M +$30M 1 5.45% New
312
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$31.2M +$330K 1 2.05% Increased
313
BIM
Barton Investment Management
Pennsylvania
$31.1M +$73.6K 1 12.44% Increased
314
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$30.2M -$10.6M 1 0.7% Reduced
315
Royal London Asset Management
Royal London Asset Management
United Kingdom
$30M -$420K 1 0.76% Reduced
316
Cincinnati Insurance
Cincinnati Insurance
Ohio
$29.5M $0 1 1.1% Maintained
317
Nomura Asset Management
Nomura Asset Management
Japan
$29.4M +$2.13M 1 0.53% Increased
318
ACM
Alta Capital Management
Utah
$29.2M +$995K 1 3% Increased
319
IC
Inverness Counsel
New York
$28.7M -$907K 1 2.28% Reduced
320
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$28.6M +$521K 1 3.9% Increased
321
RG
Renaissance Group
Kentucky
$28.4M -$1.07M 1 1.14% Reduced
322
Evercore Wealth Management
Evercore Wealth Management
New York
$27.9M +$1.81M 1 1.53% Increased
323
MUFG Americas
MUFG Americas
New York
$27.8M +$129K 1 0.92% Increased
324
LSV Asset Management
LSV Asset Management
Illinois
$27.8M +$14.4M 1 0.07% Increased
325
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$27.7M -$4.44M 1 0.79% Reduced