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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
T
TOBAM
France
$30.6M -$7.47M 1 1.88% Reduced
202
Artisan Partners
Artisan Partners
Wisconsin
$30.4M +$1.51M 1 0.05% Increased
203
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$30.3M -$1.33M 2 0.47% Reduced
204
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.9M +$28.4M 1 0.13% New
205
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$29.8M -$70.2M 2 0.29% Reduced
206
R.M. Davis Inc
R.M. Davis Inc
Maine
$29.8M +$1.41M 1 0.98% Increased
207
HT
HAP Trading
New York
$29.5M +$6.23M 1 1.61% Increased
208
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$29.3M +$26.2M 1 1.69% Increased
209
DY
Dowling & Yahnke
California
$29.2M -$149K 1 2.24% Reduced
210
SFG
Sather Financial Group
Texas
$28.6M +$292K 1 4.47% Increased
211
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$28.2M -$13.9M 1 0.42% Reduced
212
PineBridge Investments
PineBridge Investments
New York
$28.2M +$700K 1 0.43% Increased
213
PP
Paloma Partners
Connecticut
$28M +$25.4M 2 0.42% Increased
214
Natixis
Natixis
France
$27.9M -$29.5M 2 0.17% Reduced
215
Vident Investment Advisory
Vident Investment Advisory
Georgia
$27.9M +$1.37M 2 1.73% Increased
216
Nomura Asset Management
Nomura Asset Management
Japan
$27.8M +$1.05M 1 0.25% Increased
217
DF Dent & Co
DF Dent & Co
Maryland
$27.8M -$1.39M 1 0.47% Reduced
218
6M
6 Meridian
Kansas
$27.8M +$124K 1 2.43% Increased
219
TCW Group
TCW Group
California
$27.7M -$4.66M 1 0.31% Reduced
220
MetLife Investment Management
MetLife Investment Management
New Jersey
$27.6M -$2.3M 2 0.29% Reduced
221
EWM
Endurance Wealth Management
Rhode Island
$27.5M -$198K 1 4.21% Reduced
222
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$27.1M +$233K 1 0.81% Increased
223
Fisher Asset Management
Fisher Asset Management
Washington
$27.1M -$18.5M 1 0.03% Reduced
224
GIM
Greylin Investment Management
Virginia
$26.9M -$1.49M 1 5.94% Reduced
225
IC
InterOcean Capital
Illinois
$26.7M -$1.85M 1 2.07% Reduced