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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
Conning Inc
Conning Inc
Connecticut
$35.2M -$11.4M 1 1.27% Reduced
327
Engineers Gate Manager
Engineers Gate Manager
New York
$34.8M +$23.5M 2 0.78% Increased
328
Simplex Trading
Simplex Trading
Illinois
$34.7M +$32.7M 1 0.02% Increased
329
Destination Wealth Management
Destination Wealth Management
California
$34.4M -$2.12M 1 1.14% Reduced
330
Twin Tree Management
Twin Tree Management
Texas
$34.3M +$2.32M 1 0.08% Increased
331
Tidal Investments
Tidal Investments
Wisconsin
$34.1M +$8.12M 1 0.46% Increased
332
Optiver Holding
Optiver Holding
Netherlands
$33.9M +$32M 1 0.02% Increased
333
New York Life Investment Management
New York Life Investment Management
New York
$33.6M -$184K 1 0.34% Reduced
334
FMLI
Fukoku Mutual Life Insurance
Japan
$33.4M +$189K 1 2.57% Increased
335
GIM
Greylin Investment Management
Virginia
$33M -$2.47M 1 5.53% Reduced
336
GIP
Greatmark Investment Partners
Georgia
$33M -$2.14M 1 4.81% Reduced
337
YC
Yarbrough Capital
Tennessee
$32.8M $0 1 1.36% Maintained
338
Martingale Asset Management
Martingale Asset Management
Massachusetts
$32.6M +$6.66M 1 0.71% Increased
339
Mediolanum International Funds
Mediolanum International Funds
Ireland
$32.6M -$2.27M 1 0.53% Reduced
340
MPMG
Minneapolis Portfolio Management Group
Minnesota
$32.6M -$305K 1 4.41% Reduced
341
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$32.4M -$62.7K 1 1.01% Reduced
342
SAM
SP Asset Management
California
$32M -$393K 1 2.91% Reduced
343
RG
Renaissance Group
Kentucky
$32M +$30.3M 1 1.25% New
344
Penserra Capital Management
Penserra Capital Management
California
$31.9M -$1.14M 1 0.4% Reduced
345
DP
DDD Partners
Washington
$31.9M +$152K 1 3.69% Increased
346
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$31.6M +$16.9M 4 0.53% Increased
347
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$31.3M +$856K 1 0.63% Increased
348
Welch & Forbes
Welch & Forbes
Massachusetts
$31.3M -$284K 1 0.42% Reduced
349
SIM
Sprucegrove Investment Management
Ontario, Canada
$31.2M +$378K 1 1.62% Increased
350
KeyBank National Association
KeyBank National Association
Ohio
$31.2M +$399K 1 0.13% Increased