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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
126
Barclays
Barclays
United Kingdom
$117M -$4.04M 3 0.14% Reduced
127
DAC
Dividend Assets Capital
South Carolina
$117M -$5.81M 1 2.55% Reduced
128
Bessemer Group
Bessemer Group
New Jersey
$115M -$40.6M 1 0.59% Reduced
129
Citadel Advisors
Citadel Advisors
Florida
$114M +$61.8M 1 0.11% Increased
130
Two Sigma Advisers
Two Sigma Advisers
New York
$110M +$42.6M 2 0.81% Increased
131
WestEnd Advisors
WestEnd Advisors
North Carolina
$109M +$13.7M 1 4.91% Increased
132
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$108M -$2.09M 1 0.53% Reduced
133
Stifel Financial
Stifel Financial
Missouri
$108M -$4.37M 2 0.59% Reduced
134
DF Dent & Co
DF Dent & Co
Maryland
$108M +$23.3M 1 2.66% Increased
135
Point72 Asset Management
Point72 Asset Management
Connecticut
$107M +$108M 1 0.73% New
136
NFA
Nationwide Fund Advisors
Ohio
$106M +$5.99M 3 0.43% Increased
137
TD Asset Management
TD Asset Management
Ontario, Canada
$106M +$17.8M 1 0.19% Increased
138
STRS Ohio
STRS Ohio
Ohio
$105M +$6.29M 2 0.47% Increased
139
MC
Montag & Caldwell
Georgia
$105M +$19.3M 1 1.28% Increased
140
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$104M +$2.68M 1 2.02% Increased
141
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$104M +$1.31M 1 3.52% Increased
142
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101M -$11.1M 1 2.55% Reduced
143
Janus Henderson Group
Janus Henderson Group
$100M -$25.4M 1 0.77% Reduced
144
KeyBank National Association
KeyBank National Association
Ohio
$97M -$155K 1 0.63% Reduced
145
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$95.7M +$10.5M 1 2.07% Increased
146
EP
Edinburgh Partners
United Kingdom
$93.4M -$19.4M 1 10.87% Reduced
147
City National Bank
City National Bank
Delaware
$93.3M +$1.68M 1 0.79% Increased
148
JHC
JFB Holdings Corp
Georgia
$91.1M +$92.6M 1 2.35% New
149
Chevy Chase Trust
Chevy Chase Trust
Maryland
$90.6M +$2.31M 1 0.55% Increased
150
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$89.5M +$8.3M 1 1.23% Increased