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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
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$19.6M -$2.63M 1 0.27% Reduced
352
CIBC World Markets
CIBC World Markets
New York
$19.5M -$4.97M 1 0.13% Reduced
353
IFM Investors
IFM Investors
Australia
$19.4M +$32.5K 1 0.4% Increased
354
BBI
Baxter Bros Inc
Connecticut
$19.4M +$217K 1 3.1% Increased
355
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$19.3M +$7.42M 2 0.24% Increased
356
SRC
Shufro Rose & Co
New York
$19.2M +$32.9K 1 1.5% Increased
357
TSAM
Trinity Street Asset Management
United Kingdom
$19.1M -$51.9K 1 2.35% Reduced
358
DWM
Doyle Wealth Management
Florida
$19.1M +$124K 1 1.52% Increased
359
GW & Wade
GW & Wade
Massachusetts
$19.1M -$84.1K 1 0.91% Reduced
360
DY
Dowling & Yahnke
California
$19.1M +$697K 1 1.06% Increased
361
SG Americas Securities
SG Americas Securities
New York
$18.9M -$11.4M 2 0.09% Reduced
362
GIM
Goelzer Investment Management
Indiana
$18.8M -$916K 1 1.65% Reduced
363
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$18.8M -$9.05M 2 0.19% Reduced
364
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$18.8M -$2.39M 1 0.29% Reduced
365
OC
Oakworth Capital
Alabama
$18.4M +$1.66M 1 1.78% Increased
366
Park National Corp
Park National Corp
Ohio
$18.4M +$3.26M 1 0.77% Increased
367
MAM
Mark Asset Management
New York
$18.3M -$44.8K 1 1.97% Reduced
368
H
HoyleCohen
California
$18.2M -$1.32M 1 1.73% Reduced
369
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.2M +$4.4K 1 0.21% Increased
370
Wolverine Trading
Wolverine Trading
Illinois
$18.1M -$12.7M 2 0.02% Reduced
371
IHL
Investment House LLC
California
$18M +$1.56M 1 1.31% Increased
372
GIPM
G2 Investment Partners Management
New York
$17.9M +$2.53M 1 3.11% Increased
373
FHCM
Force Hill Capital Management
New York
$17.8M +$19.6M 1 4.4% New
374
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$17.6M +$351K 1 0.25% Increased
375
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$17.6M -$621K 1 0.35% Reduced