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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
501
PI
Point72 Italy
Italy
$12.9M +$13.7M 1 12.73% New
502
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$12.9M -$53.7M 1 0.04% Reduced
503
Temasek Holdings
Temasek Holdings
Singapore
$12.8M +$28.7M 1 0.05% New
504
LS Investment Advisors
LS Investment Advisors
Michigan
$12.8M -$302K 1 1.97% Reduced
505
Heritage Trust
Heritage Trust
Oklahoma
$12.8M -$980K 1 1.55% Reduced
506
Tributary Capital Management
Tributary Capital Management
Nebraska
$12.7M -$3.26M 2 1.11% Reduced
507
Savoie Capital
Savoie Capital
Illinois
$12.7M $0 1 1.51% Maintained
508
P
Paradiem
Louisiana
$12.6M +$13.4M 1 3.48% New
509
CWA Asset Management Group
CWA Asset Management Group
Florida
$12.5M +$184K 1 0.6% Increased
510
Synovus Financial
Synovus Financial
Georgia
$12.4M +$4.77M 1 0.16% Increased
511
Ossiam
Ossiam
France
$12.3M -$1.54M 1 0.17% Reduced
512
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$12.2M +$8.28M 1 0.13% Increased
513
PEAK6
PEAK6
Illinois
$12.2M +$12.3M 2 0.03% Increased
514
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$12.1M +$3.11M 1 0.72% Increased
515
Generali Asset Management
Generali Asset Management
Italy
$12M -$315K 1 0.3% Reduced
516
OFI Invest Asset Management
OFI Invest Asset Management
France
$12M -$28.2M 2 0.31% Reduced
517
TAM
Townsend Asset Management
North Carolina
$12M +$897K 1 4.61% Increased
518
PCG
PFC Capital Group
California
$11.9M -$586K 1 6% Reduced
519
XML Financial
XML Financial
Maryland
$11.9M +$27.2K 1 1.11% Increased
520
OGF
Orin Green Financial
California
$11.8M +$14.1M 1 5.55% New
521
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$11.7M -$45.6K 1 0.36% Reduced
522
Artemis Investment Management
Artemis Investment Management
United Kingdom
$11.6M $0 1 0.18% Maintained
523
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$11.3M $0 1 0.13% Maintained
524
Foundry Partners
Foundry Partners
Minnesota
$11.2M -$491K 1 0.6% Reduced
525
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$11.2M +$924K 2 0.1% Increased