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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
326
Highbridge Capital Management
Highbridge Capital Management
New York
$14.8M +$16.3M 1 0.23% New
327
CC
Carlson Capital
Texas
$14.7M -$8.25M 1 0.17% Reduced
328
SEI Investments
SEI Investments
Pennsylvania
$14.6M +$4.29M 1 0.13% Increased
329
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$14.6M +$10.2M 2 0.1% Increased
330
BIM
Barton Investment Management
Pennsylvania
$14.5M -$1.42M 1 5.28% Reduced
331
SW
SVB Wealth
Massachusetts
$14.5M -$6.55M 1 0.56% Reduced
332
MFBTD
MB Financial Bank - Trust Department
Illinois
$14.3M +$636K 1 1.74% Increased
333
Renaissance Technologies
Renaissance Technologies
New York
$14.1M -$38.7M 2 0.03% Reduced
334
Perpetual Ltd
Perpetual Ltd
Australia
$14.1M +$13.1M 1 1.68% Increased
335
Everett Harris & Co
Everett Harris & Co
California
$14.1M -$19.1M 1 0.52% Reduced
336
CCM
Compass Capital Management
Minnesota
$14.1M +$511K 1 3.15% Increased
337
OA
Oak Associates
Ohio
$13.9M -$722K 2 1.84% Reduced
338
LPL Financial
LPL Financial
California
$13.9M -$3.32M 2 0.08% Reduced
339
Mutual of America Capital Management
Mutual of America Capital Management
New York
$13.8M +$2.59M 2 0.33% Increased
340
CC
CQS Cayman
Cayman Islands
$13.8M +$15.2M 1 1.15% New
341
PFM
Parsec Financial Management
North Carolina
$13.7M -$94.9K 1 1.49% Reduced
342
Advisors Asset Management
Advisors Asset Management
Colorado
$13.5M +$1.34M 2 0.22% Increased
343
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$13.4M -$23.2K 1 1.01% Reduced
344
NPIT
National Penn Investors Trust
Pennsylvania
$13.4M -$354K 1 1.55% Reduced
345
MAI
Marble Arch Investments
New York
$13.3M $0 1 1.02% Maintained
346
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$13.3M -$80.7M 2 0.03% Reduced
347
RIL
Rothschild Investment LLC
Illinois
$13.1M -$553K 1 1.73% Reduced
348
HM Payson & Co
HM Payson & Co
Maine
$12.9M -$4.24M 1 0.7% Reduced
349
WesBanco Bank
WesBanco Bank
West Virginia
$12.8M -$3.25M 1 0.78% Reduced
350
SPC
Stewart & Patten Company
California
$12.8M +$559K 1 2.86% Increased