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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
Guggenheim Capital
Guggenheim Capital
Illinois
$138M +$448K 2 0.97% Increased
127
Appaloosa LP
Appaloosa LP
New Jersey
$136M -$7.06M 1 2.02% Reduced
128
Bridgewater Associates
Bridgewater Associates
Connecticut
$136M +$134M 1 0.77% Increased
129
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$135M +$25.4M 1 0.29% Increased
130
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$134M -$7.28M 2 0.18% Reduced
131
Acadian Asset Management
Acadian Asset Management
Massachusetts
$134M -$45.8M 2 0.42% Reduced
132
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$133M +$88.4M 1 0.97% Increased
133
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$133M -$56.9M 2 0.31% Reduced
134
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$132M +$12.7M 2 0.39% Increased
135
Danske Bank
Danske Bank
Denmark
$131M -$5.33M 2 0.44% Reduced
136
Janus Henderson Group
Janus Henderson Group
$130M -$27.2M 2 0.07% Reduced
137
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$129M -$4.82M 2 0.23% Reduced
138
Storebrand Asset Management
Storebrand Asset Management
Norway
$129M +$2.8M 1 0.41% Increased
139
Jane Street
Jane Street
New York
$129M +$30.4M 2 0.03% Increased
140
ING Group
ING Group
Netherlands
$128M -$11M 1 0.74% Reduced
141
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$124M +$1.7M 1 5.55% Increased
142
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$123M -$48.9M 1 0.39% Reduced
143
Corient Private Wealth
Corient Private Wealth
Florida
$121M +$5.03M 1 0.19% Increased
144
Baird Financial Group
Baird Financial Group
Wisconsin
$118M +$8.14M 1 0.23% Increased
145
CIBC World Markets
CIBC World Markets
New York
$118M +$82.9M 1 0.85% Increased
146
Smead Capital Management
Smead Capital Management
Arizona
$117M +$4.09M 1 1.67% Increased
147
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$117M -$8.7M 1 0.29% Reduced
148
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$115M -$7.9M 1 0.43% Reduced
149
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$113M +$5.17M 2 0.34% Increased
150
Candriam SCA
Candriam SCA
Luxembourg
$109M +$5.94M 1 0.63% Increased