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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
376
RI
Redwood Investments
Massachusetts
$17.3M +$17.9M 2 2.67% New
377
People's United Financial
People's United Financial
Connecticut
$17M +$17.8M 1 1.11% New
378
CAM
Capstone Asset Management
Texas
$16.9M +$17.7M 1 0.45% New
379
GLG Inc
GLG Inc
New York
$16.9M +$17.7M 1 0.41% New
380
GA
Glenhill Advisors
New York
$16.9M +$17.6M 1 1.92% New
381
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$16.7M +$17.4M 1 0.68% New
382
ALA
Atherton Lane Advisers
California
$16.6M +$17.3M 1 1.22% New
383
TM
Tiger Management
New York
$16.6M +$17.3M 1 2.15% New
384
Tocqueville Asset Management
Tocqueville Asset Management
New York
$16.5M +$17.2M 1 0.22% New
385
Asset Management One
Asset Management One
Japan
$16.5M +$17.2M 1 0.27% New
386
First Trust Advisors
First Trust Advisors
Illinois
$16.2M +$16.9M 1 0.11% New
387
ORI
Oak Ridge Investments
Illinois
$16.1M +$16.9M 1 0.51% New
388
DJSG
D.J. St. Germain
Massachusetts
$16M +$16.7M 1 2.66% New
389
CNAM
Campbell Newman Asset Management
Wisconsin
$16M +$16.7M 1 3.57% New
390
Check Capital Management
Check Capital Management
California
$16M +$16.7M 1 2.22% New
391
IAM
Impax Asset Management
New Hampshire
$16M +$16.7M 1 1.08% New
392
Sculptor Capital
Sculptor Capital
New York
$15.9M +$16.7M 1 0.05% New
393
MCM
McKinley Capital Management
Alaska
$15.8M +$16.5M 1 0.79% New
394
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$15.7M +$16.4M 1 0.82% New
395
ZDA
Zweig-DiMenna Associates
New York
$15.4M +$16.1M 1 0.62% New
396
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$15.4M +$16.1M 1 2.87% New
397
Commerce Bank
Commerce Bank
Missouri
$15.4M +$16.1M 1 0.29% New
398
First Pacific Advisors
First Pacific Advisors
California
$15.3M +$15.9M 1 0.16% New
399
LHC
Levy Harkins & Co
New York
$15.2M +$15.8M 1 6.48% New
400
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$15.1M +$15.8M 1 1.24% New