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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
201
Nomura Asset Management
Nomura Asset Management
Japan
$41.2M -$3.63M 2 0.74% Reduced
202
JCG
JHL Capital Group
Illinois
$40.8M +$18.5M 1 3.16% Increased
203
Check Capital Management
Check Capital Management
California
$40.7M +$1.85M 1 3.1% Increased
204
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$40.3M -$23.4M 1 0.43% Reduced
205
SoftBank Group
SoftBank Group
Japan
$40.3M $0 1 0.13% Maintained
206
BAPIM
British Airways Pensions Investment Management
United Kingdom
$40.1M +$24.3M 1 1.16% Increased
207
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$39.7M +$1.67M 1 0.74% Increased
208
Numeric Investors
Numeric Investors
Massachusetts
$39.6M +$9.56M 1 0.36% Increased
209
ProShare Advisors
ProShare Advisors
Maryland
$39.4M +$11.5M 2 0.44% Increased
210
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$38.6M -$4.32M 1 0.82% Reduced
211
WBC
Westpac Banking Corp
Australia
$38.3M +$6.63M 1 0.36% Increased
212
Country Trust Bank
Country Trust Bank
Illinois
$38M -$488K 1 1.93% Reduced
213
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$37.7M +$38.9M 1 0.07% New
214
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$37.7M -$1.91M 1 0.46% Reduced
215
Första AP-fonden
Första AP-fonden
Sweden
$37.6M -$8.84M 1 1.21% Reduced
216
JCM
Janney Capital Management
Pennsylvania
$37.2M -$1.17M 1 1.71% Reduced
217
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$37M -$4.51M 1 0.32% Reduced
218
VanEck Associates
VanEck Associates
New York
$35.9M -$16M 1 0.18% Reduced
219
PDM
Penn Davis McFarland
Texas
$35.9M -$811K 1 9.85% Reduced
220
HighTower Advisors
HighTower Advisors
Illinois
$35.8M +$1.19M 1 0.39% Increased
221
ORIO
Old Republic International (ORI)
Illinois
$35.5M $0 1 1.28% Maintained
222
DF Dent & Co
DF Dent & Co
Maryland
$35.5M -$7.68M 1 1% Reduced
223
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$35.2M +$3.98M 2 0.68% Increased
224
PFU
Parus Finance (UK)
United Kingdom
$35.1M +$4.99M 1 6.18% Increased
225
Bartlett & Co
Bartlett & Co
Ohio
$34.8M -$290K 1 1.64% Reduced