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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
401
Ninety One (UK)
Ninety One (UK)
United Kingdom
$9.93M -$10.5M 1 0.04% Reduced
402
Soros Fund Management
Soros Fund Management
New York
$9.91M +$9.39M 1 0.23% New
403
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$9.86M +$746K 1 0.72% Increased
404
SIM
Sonora Investment Management
Arizona
$9.85M -$120K 2 1.58% Reduced
405
TIM
Thompson Investment Management
Wisconsin
$9.83M +$243K 1 1.73% Increased
406
Highbridge Capital Management
Highbridge Capital Management
New York
$9.77M +$9.02M 2 0.17% Increased
407
PTC
Philadelphia Trust Company
Pennsylvania
$9.58M -$7.49M 1 0.75% Reduced
408
SAM
Securian Asset Management
Minnesota
$9.57M -$31.9K 1 0.24% Reduced
409
SGCA
Steel Grove Capital Advisors
Tennessee
$9.49M +$2.81M 1 1.43% Increased
410
HCM
Horan Capital Management
Maryland
$9.33M -$166K 1 1.85% Reduced
411
V
ValueWorks
New York
$9.31M +$190K 1 6.92% Increased
412
IIA
IPG Investment Advisors
California
$9.29M +$35.2K 1 3.86% Increased
413
Raymond James Trust
Raymond James Trust
Florida
$9.25M +$89.5K 1 0.62% Increased
414
DP
DDD Partners
Washington
$9.25M +$8.76M 1 3.6% New
415
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.22M +$76.4K 1 0.41% Increased
416
Marshall Wace
Marshall Wace
United Kingdom
$9.2M +$8.72M 1 0.39% New
417
BCM
Bluefin Capital Management
New York
$9.15M +$7.53M 2 0.56% Increased
418
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$9.09M +$352K 1 0.34% Increased
419
PFU
Parus Finance (UK)
United Kingdom
$8.96M -$97.6K 1 1.62% Reduced
420
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$8.9M +$1.88M 1 0.17% Increased
421
BPB
Badgley, Phelps & Bell
Washington
$8.79M -$62.2K 1 0.6% Reduced
422
Tredje AP-fonden
Tredje AP-fonden
Sweden
$8.78M +$2.4M 1 0.3% Increased
423
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.66M +$8.21M 1 0% New
424
HC
Hourglass Capital
Texas
$8.65M -$61.3K 1 1.96% Reduced
425
Grimes & Company
Grimes & Company
Massachusetts
$8.61M -$20.6K 1 0.83% Reduced