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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
CF
Cypress Funds
California
$61M $0 1 5.79% Maintained
202
SCM
Sirios Capital Management
Massachusetts
$60.9M -$5.6M 1 4.74% Reduced
203
OA
Oak Associates
Ohio
$60.1M +$297K 2 3.63% Increased
204
Acadian Asset Management
Acadian Asset Management
Massachusetts
$60M +$45.7M 3 0.23% Increased
205
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$59.8M +$4.99M 2 0.41% Increased
206
Korea Investment Corp
Korea Investment Corp
South Korea
$59.5M -$35.3M 1 0.18% Reduced
207
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$58.1M -$5.97M 2 0.35% Reduced
208
Nordea Investment Management
Nordea Investment Management
Sweden
$57.9M +$4.6M 2 0.09% Increased
209
Pinnacle Associates
Pinnacle Associates
New York
$57.1M -$2.75M 2 1.16% Reduced
210
KBC Group
KBC Group
Belgium
$56.3M -$824K 2 0.26% Reduced
211
WAM
WT Asset Management
Hong Kong
$56M +$51.2M 1 9.18% New
212
CC
Cannell & Co
New York
$54.6M -$2.62M 1 1.81% Reduced
213
Vaughan David Investments
Vaughan David Investments
Illinois
$54.3M -$725K 1 1.86% Reduced
214
SG Americas Securities
SG Americas Securities
New York
$53.8M +$22.2M 2 0.29% Increased
215
Federated Hermes
Federated Hermes
Pennsylvania
$53.2M +$23.5M 2 0.11% Increased
216
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$53M +$5.35M 1 0.03% Increased
217
Tocqueville Asset Management
Tocqueville Asset Management
New York
$52.9M -$768K 1 0.88% Reduced
218
Glenmede Trust
Glenmede Trust
Pennsylvania
$52.9M -$6.46M 1 0.29% Reduced
219
SIG
Senator Investment Group
New York
$52.6M -$49.4M 1 0.99% Reduced
220
NSLI
Nan Shan Life Insurance
Taiwan
$52.3M -$38.5M 2 1.08% Reduced
221
Fisher Asset Management
Fisher Asset Management
Washington
$51.5M +$82.6K 1 0.04% Increased
222
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$51.2M -$273K 2 0.25% Reduced
223
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$50.8M -$4.03M 2 0.31% Reduced
224
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$50.6M -$1.27M 1 0.48% Reduced
225
Arizona State Retirement System
Arizona State Retirement System
Arizona
$50.5M -$2.33M 2 0.46% Reduced