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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
Cresset Asset Management
Cresset Asset Management
Illinois
$31.6M +$618K 2 0.14% Increased
327
TCM
Telos Capital Management
California
$31.5M -$326K 1 3.02% Reduced
328
Driehaus Capital Management
Driehaus Capital Management
Illinois
$31.5M +$27.7M 1 0.23% New
329
Nomura Holdings
Nomura Holdings
Japan
$31.4M +$24.3M 1 0.05% Increased
330
USS Investment Management
USS Investment Management
United Kingdom
$31.3M $0 1 0.14% Maintained
331
DCP
Distillate Capital Partners
Illinois
$31.3M -$411K 1 1.62% Reduced
332
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$31.3M +$2.4M 1 0.2% Increased
333
Destination Wealth Management
Destination Wealth Management
California
$30.6M +$968K 1 0.84% Increased
334
OA
Oak Associates
Ohio
$30.3M -$460K 2 1.85% Reduced
335
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$30M +$1.4M 3 0.24% Increased
336
RFM
Ranmore Fund Management
United Kingdom
$29.9M +$28.6M 1 8.11% New
337
CI Investments Inc
CI Investments Inc
Ontario, Canada
$29.8M -$18.4K 1 0.11% Reduced
338
Utah Retirement Systems
Utah Retirement Systems
Utah
$29.7M -$751K 1 0.29% Reduced
339
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$29.6M -$9.41M 1 0.34% Reduced
340
GIP
Greatmark Investment Partners
Georgia
$29.5M +$425K 1 3.54% Increased
341
Railway Pension Investments
Railway Pension Investments
United Kingdom
$29.4M +$1.38M 1 0.4% Increased
342
NPA
Nichols & Pratt Advisers
Massachusetts
$28.8M +$1.27M 1 1.82% Increased
343
Tredje AP-fonden
Tredje AP-fonden
Sweden
$28.3M -$39.5M 1 0.23% Reduced
344
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$28.1M +$2.42M 1 0.17% Increased
345
Grimes & Company
Grimes & Company
Massachusetts
$28.1M -$1.86M 1 0.69% Reduced
346
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$28M -$409K 1 0.37% Reduced
347
CISOA
Capital Investment Services of America
Wisconsin
$27.9M +$80.3K 1 2.48% Increased
348
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$27.8M -$4.28K 1 0.92% Reduced
349
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$27.5M +$23.9M 1 0.09% Increased
350
QRG Capital Management
QRG Capital Management
Illinois
$27.4M -$38.4M 1 0.33% Reduced