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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
Profund Advisors
Profund Advisors
Maryland
$30.6M +$921K 2 1% Increased
327
AE Wealth Management
AE Wealth Management
Kansas
$30.5M +$1.82M 2 0.21% Increased
328
EULAV Asset Management
EULAV Asset Management
Florida
$30.4M -$799K 1 0.77% Reduced
329
WestEnd Advisors
WestEnd Advisors
North Carolina
$30.1M +$26.3M 1 0.82% New
330
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$30M +$12M 3 0.52% Increased
331
TM
Tiger Management
New York
$29.9M $0 1 5.87% Maintained
332
Comerica Bank
Comerica Bank
Texas
$29.9M -$2.22M 2 0.22% Reduced
333
KeyBank National Association
KeyBank National Association
Ohio
$29.8M -$234K 1 0.12% Reduced
334
MAA
Matrix Asset Advisors
New York
$29.8M -$31.1K 1 3.88% Reduced
335
Artisan Partners
Artisan Partners
Wisconsin
$29.5M +$10.7M 1 0.03% Increased
336
FFA
First Foundation Advisors
California
$29.4M -$299K 1 1.01% Reduced
337
CLCM
Crawford Lake Capital Management
New Jersey
$29.4M +$11.5M 2 8.95% Increased
338
Two Sigma Advisers
Two Sigma Advisers
New York
$29.2M -$501M 2 0.07% Reduced
339
GHA
GW Henssler & Associates
Georgia
$29.2M +$33.6K 1 1.86% Increased
340
Welch & Forbes
Welch & Forbes
Massachusetts
$29M +$208K 1 0.43% Increased
341
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$28.9M -$5.58M 2 0.44% Reduced
342
Mutual of America Capital Management
Mutual of America Capital Management
New York
$28.8M -$114K 1 0.29% Reduced
343
MC
Maplelane Capital
New York
$28.8M +$6.12M 1 1.06% Increased
344
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$28.8M $0 1 1.09% Maintained
345
SIMG
Sonora Investment Management Group
Arizona
$28.8M +$25.2M 1 3.34% New
346
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28.8M -$1.67M 1 0.1% Reduced
347
GIP
Greatmark Investment Partners
Georgia
$28.5M +$188K 1 4.79% Increased
348
Mercer Global Advisors
Mercer Global Advisors
Colorado
$28.5M -$1.58M 1 0.18% Reduced
349
Swiss Life Asset Management
Swiss Life Asset Management
$28.5M -$3.73M 1 0.37% Reduced
350
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$28.5M -$5.73M 1 0.41% Reduced