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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
Citadel Advisors
Citadel Advisors
Florida
$35.8M -$42.3M 2 0.04% Reduced
302
HAM
HHR Asset Management
New Jersey
$35.6M -$670K 1 1.46% Reduced
303
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$35.5M -$371K 1 0.29% Reduced
304
R.M. Davis Inc
R.M. Davis Inc
Maine
$35.2M +$711K 1 2.14% Increased
305
IRF
IBM Retirement Fund
New York
$35.1M -$18.5M 1 0.7% Reduced
306
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$34.9M +$234K 1 0.79% Increased
307
Wilmington Trust
Wilmington Trust
Delaware
$34.6M -$357K 1 0.6% Reduced
308
Dorsal Capital Management
Dorsal Capital Management
California
$34.3M +$753K 1 6.14% Increased
309
Capital International Investors
Capital International Investors
California
$34M $0 1 0.09% Maintained
310
MSA
Mason Street Advisors
Wisconsin
$34M -$4.52K 1 0.28% Reduced
311
HI
Honeywell International
North Carolina
$33.5M -$7.72M 1 0.81% Reduced
312
Royal London Asset Management
Royal London Asset Management
United Kingdom
$33.4M +$856K 1 0.78% Increased
313
IAM
Impala Asset Management
Florida
$33M +$7.42M 1 1.19% Increased
314
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$33M -$180K 1 1.93% Reduced
315
Analytic Investors
Analytic Investors
California
$33M +$31.5M 1 0.5% New
316
Nomura Holdings
Nomura Holdings
Japan
$32.6M -$75.2M 1 0.01% Reduced
317
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$32.6M +$4.07M 1 0.69% Increased
318
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$32.5M +$2.42M 1 0.86% Increased
319
BIM
Barton Investment Management
Pennsylvania
$32.3M -$623K 1 13.23% Reduced
320
ACM
Alta Capital Management
Utah
$32.3M +$1.28M 1 3.13% Increased
321
IC
Inverness Counsel
New York
$32.3M +$1.76M 1 2.57% Increased
322
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$32M -$2.63M 1 1.44% Reduced
323
GH
GAM Holding
Switzerland
$32M -$4.78M 1 0.51% Reduced
324
Huntington National Bank
Huntington National Bank
Ohio
$31.5M +$3.78M 1 0.6% Increased
325
Cincinnati Insurance
Cincinnati Insurance
Ohio
$31.3M $0 1 1.16% Maintained