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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
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$20.9M -$1.23M 1 0.13% Reduced
377
FA
Friess Associates
Delaware
$20.8M +$15.8M 1 1.53% New
378
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$20.7M +$1.9M 1 0.55% Increased
379
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$20.4M +$18.7M 1 0.3% New
380
MAA
Matrix Asset Advisors
New York
$20.3M -$312K 1 3.43% Reduced
381
EULAV Asset Management
EULAV Asset Management
Florida
$20.1M +$1.53M 1 0.53% Increased
382
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$20M +$589K 1 0.59% Increased
383
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$19.9M +$5.09M 1 0.33% Increased
384
GIP
Granite Investment Partners
California
$19.8M +$10.3M 2 0.69% Increased
385
IHL
Investment House LLC
California
$19.5M +$36.8K 1 1.37% Increased
386
Busey Bank
Busey Bank
Illinois
$19.4M +$1.77M 1 1.11% Increased
387
Rathbones Group
Rathbones Group
United Kingdom
$19.3M +$7.38M 1 0.27% Increased
388
WestEnd Advisors
WestEnd Advisors
North Carolina
$19.1M +$17.4M 1 0.96% New
389
SAM
Shell Asset Management
Netherlands
$19M -$681K 2 0.39% Reduced
390
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$18.9M +$14.5M 2 0.21% New
391
1832 Asset Management
1832 Asset Management
Ontario, Canada
$18.8M -$19M 1 0.04% Reduced
392
AHB
Abner Herrman & Brock
New Jersey
$18.7M +$1.23M 1 2.92% Increased
393
RAM
RWC Asset Management
United Kingdom
$18.7M +$17.1M 1 0.62% New
394
BBI
Baxter Bros Inc
Connecticut
$18.6M +$2.13M 1 3.52% Increased
395
Advisors Asset Management
Advisors Asset Management
Colorado
$18.4M +$4.6M 1 0.29% Increased
396
JCM
Jag Capital Management
Missouri
$18.3M +$1.24M 1 1.65% Increased
397
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$18.2M +$8.69M 1 0.53% Increased
398
Shelton Capital Management
Shelton Capital Management
Colorado
$18M -$8.17M 1 0.81% Reduced
399
Oppenheimer & Co
Oppenheimer & Co
New York
$17.8M -$912K 1 0.38% Reduced
400
MML Investors Services
MML Investors Services
Massachusetts
$17.8M +$1.07M 1 0.19% Increased