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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
151
PAM
Private Asset Management
California
$48.8M -$2.37M 1 7.96% Reduced
152
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$48.7M -$2.41M 1 0.4% Reduced
153
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$48.5M +$495K 2 0.16% Increased
154
CIM
Chiron Investment Management
New York
$48.5M +$25.6M 1 6.84% Increased
155
Beck Mack & Oliver
Beck Mack & Oliver
New York
$47.7M -$1.37M 1 1.57% Reduced
156
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$46.5M -$2.31M 1 0.13% Reduced
157
Pinnacle Associates
Pinnacle Associates
New York
$46.4M +$1.77M 2 1.02% Increased
158
AIG
American International Group
New York
$45.8M -$1.02M 3 0.18% Reduced
159
MPMG
Minneapolis Portfolio Management Group
Minnesota
$45.6M -$757K 1 5.26% Reduced
160
DnB Asset Management
DnB Asset Management
Norway
$45.6M +$3.03M 1 0.45% Increased
161
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$45.3M -$2.88M 1 0.45% Reduced
162
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$45.3M +$20.4M 2 0.35% Increased
163
Railway Pension Investments
Railway Pension Investments
United Kingdom
$45.2M +$30.1M 1 0.51% Increased
164
Baird Financial Group
Baird Financial Group
Wisconsin
$44.9M -$6.56M 1 0.16% Reduced
165
MVP
Miller Value Partners
Florida
$44.7M +$318K 1 1.59% Increased
166
LPL Financial
LPL Financial
California
$44.5M +$777K 2 0.08% Increased
167
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$44M -$30.3M 1 0.27% Reduced
168
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$43.9M -$1.18M 1 0.78% Reduced
169
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$43.6M -$1.55M 1 0.24% Reduced
170
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$41.2M $0 1 0.87% Maintained
171
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$40.7M +$34.6M 2 0.74% Increased
172
Royal London Asset Management
Royal London Asset Management
United Kingdom
$40.4M -$1.97M 1 0.28% Reduced
173
DP
Dearborn Partners
Illinois
$39.8M +$2.3M 1 2.03% Increased
174
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$39.4M -$1.44M 2 0.34% Reduced
175
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$39.1M +$1.14M 2 0.15% Increased