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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
476
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$17.5M +$9.31M 1 0.18% Increased
477
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$17.4M +$1.97M 1 0.15% Increased
478
Horizon Investments
Horizon Investments
North Carolina
$17.2M +$2.36M 1 0.19% Increased
479
GGHC
Gilder Gagnon Howe & Co
New York
$17.2M +$17.4M 1 0.18% New
480
Sapient Capital
Sapient Capital
Indiana
$17.1M +$2.93M 1 0.22% Increased
481
Hosking Partners
Hosking Partners
United Kingdom
$17.1M +$1.3M 1 0.57% Increased
482
SIC
SFE Investment Counsel
California
$17M -$1.64M 1 2.3% Reduced
483
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$16.9M +$6.05M 1 0.02% Increased
484
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$16.8M -$150K 1 0.54% Reduced
485
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$16.4M -$7.24M 1 1.25% Reduced
486
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$16.3M +$160K 1 0.17% Increased
487
XTX Topco
XTX Topco
Cayman Islands
$16.3M +$4.48M 4 0.21% Increased
488
Manning & Napier Advisors
Manning & Napier Advisors
New York
$16.3M -$710K 1 0.21% Reduced
489
JC
Jacobs & Co
California
$16.3M -$897K 1 1.39% Reduced
490
KCM
Kanawha Capital Management
Virginia
$16.1M +$50.9K 1 1.05% Increased
491
HT
Heritage Trust
Oklahoma
$16.1M +$214K 1 1.39% Increased
492
GXJ
Global X Japan
Japan
$15.8M -$7.18M 2 0.58% Reduced
493
OGF
Orin Green Financial
California
$15.8M -$162K 1 5.83% Reduced
494
Farther Finance Advisors
Farther Finance Advisors
California
$15.8M +$717K 3 0.12% Increased
495
Candriam SCA
Candriam SCA
Luxembourg
$15.8M -$920K 1 0.07% Reduced
496
TA
Trivest Advisors
Hong Kong
$15.7M +$15.9M 1 0.49% New
497
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$15.7M -$12.6M 2 0.07% Reduced
498
Ancora Advisors
Ancora Advisors
Ohio
$15.7M -$7.72M 2 0.3% Reduced
499
AustralianSuper
AustralianSuper
Australia
$15.6M -$18.8M 1 0.07% Reduced
500
Advisors Asset Management
Advisors Asset Management
Colorado
$15.6M +$3.01M 2 0.24% Increased