← All themes Artificial Intelligence

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	HP Holowesko Partners Nassau, Bahamas	$20.1M	$0	1	11.31%	Maintained
327	SIMG Sonora Investment Management Group Tucson, Arizona	$20M	+$27.5K	1	2.57%	Increased
328	Polar Asset Management Partners Toronto, Ontario, Canada	$20M	+$11.3M	2	0.24%	Increased
329	Yousif Capital Management Bloomfield Hills, Michigan	$19.9M	-$699K	1	0.28%	Reduced
330	USS Investment Management London, United Kingdom	$19.5M	-$10.6M	1	0.29%	Reduced
331	VHAM Van Hulzen Asset Management El Dorado Hills, California	$19.5M	-$645K	1	2.4%	Reduced
332	Federated Hermes Pittsburgh, Pennsylvania	$19.4M	-$11.3M	2	0.06%	Reduced
333	HVCM Hel Ved Capital Management Central, Hong Kong	$19.4M	+$23.6M	1	14.91%	New
334	GIP Greatmark Investment Partners Columbus, Georgia	$19.3M	+$478K	1	3.72%	Increased
335	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$19.1M	$0	1	1.79%	Maintained
336	BCM BTR Capital Management Oakland, California	$19M	-$191K	1	2.96%	Reduced
337	WMC Westwood Management Corporation Chicago, Illinois	$18.9M	+$151K	1	2.49%	Increased
338	Cetera Advisor Networks El Segundo, California	$18.8M	+$3.53M	1	0.23%	Increased
339	Cetera Investment Advisers Schaumburg, Illinois	$18.7M	-$4.72M	1	0.37%	Reduced
340	AAM Ardevora Asset Management London, United Kingdom	$18.7M	-$32.7M	1	0.34%	Reduced
341	Illinois Municipal Retirement Fund Oak Brook, Illinois	$18.7M	-$5.78M	1	0.46%	Reduced
342	Mutual of America Capital Management New York	$18.6M	-$2.74M	1	0.25%	Reduced
343	YC Yarbrough Capital Franklin, Tennessee	$18.6M	$0	1	1.49%	Maintained
344	GIM Greylin Investment Management Orange, Virginia	$18.6M	-$89.2K	1	3.86%	Reduced
345	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$18.6M	+$163K	1	0.19%	Increased
346	Jacobs Levy Equity Management Florham Park, New Jersey	$18.3M	+$7.12M	2	0.15%	Increased
347	FFA First Foundation Advisors Irvine, California	$18.3M	+$102K	1	0.9%	Increased
348	GHA GW Henssler & Associates Kennesaw, Georgia	$18.3M	+$64.3K	1	1.37%	Increased
349	MIG McGuire Investment Group Wakefield, Rhode Island	$18.2M	+$21.3K	1	4.16%	Increased
350	PR Payden & Rygel Los Angeles, California	$18.2M	-$7.24M	1	1.07%	Reduced