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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
351
Manning & Napier Advisors
Manning & Napier Advisors
New York
$12.1M -$450K 1 0.09% Reduced
352
Janus Henderson Group
Janus Henderson Group
$12M -$113M 1 0.08% Reduced
353
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$11.9M +$1.07M 1 0.78% Increased
354
DIA
Denver Investment Advisors
Colorado
$11.8M -$900K 1 0.53% Reduced
355
MSA
Mason Street Advisors
Wisconsin
$11.7M +$121K 1 0.3% Increased
356
Renaissance Technologies
Renaissance Technologies
New York
$11.7M -$12.6M 2 0.02% Reduced
357
LIA
LS Investment Advisors
Michigan
$11.6M -$180K 1 0.74% Reduced
358
SPC
Stewart & Patten Company
California
$11.6M -$114K 1 2.13% Reduced
359
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$11.4M -$1.93M 1 0.08% Reduced
360
AL
Airain Ltd
Guernsey
$11.4M -$3.45M 1 0.56% Reduced
361
CAM
Capco Asset Management
Florida
$11.4M +$545K 1 9.51% Increased
362
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$11.3M +$242K 1 1.21% Increased
363
FIB
First Interstate Bank
Montana
$11.3M +$2.36M 2 2.34% Increased
364
Intact Investment Management
Intact Investment Management
Quebec, Canada
$11.3M +$1.18M 1 0.46% Increased
365
ACPU
Arrowgrass Capital Partners (US)
Delaware
$11.2M +$10.3M 1 0.12% Increased
366
SFG
Sather Financial Group
Texas
$11.2M +$5.36M 1 3.51% Increased
367
QIM
Quantitative Investment Management
Virginia
$11.2M +$11.4M 1 0.17% New
368
Nomura Holdings
Nomura Holdings
Japan
$11.1M +$1.44M 1 0.03% Increased
369
GIM
Goelzer Investment Management
Indiana
$11.1M -$817K 1 1.38% Reduced
370
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$11M -$22.3M 1 0.19% Reduced
371
NPA
Nichols & Pratt Advisers
Massachusetts
$11M +$53.1K 1 1.02% Increased
372
11A
10-15 Associates
New York
$10.9M +$10.3M 1 2.99% Increased
373
A
Aetna
Connecticut
$10.9M $0 1 24.93% Maintained
374
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$10.8M -$11.5M 1 0.1% Reduced
375
MAI Capital Management
MAI Capital Management
Ohio
$10.8M +$1.86M 1 0.73% Increased