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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
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$73.5M -$14.7M 2 0.07% Reduced
202
CF
Cypress Funds
California
$73.2M $0 1 6% Maintained
203
Robeco Schweiz
Robeco Schweiz
Switzerland
$73.1M -$4.48M 1 0.95% Reduced
204
Twin Tree Management
Twin Tree Management
Texas
$72.9M +$52.9M 2 0.15% Increased
205
ING Group
ING Group
Netherlands
$72.6M +$44.9M 1 0.65% Increased
206
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$72.1M -$2.66M 1 1.08% Reduced
207
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$71.7M -$17.8M 1 0.26% Reduced
208
OA
Oak Associates
Ohio
$71.5M -$2.6M 2 3.81% Reduced
209
RCW
Rheos Capital Works
Japan
$70.5M -$4.8M 1 3.08% Reduced
210
Nomura Asset Management
Nomura Asset Management
Japan
$70.4M +$4.66M 1 0.36% Increased
211
William Blair & Company
William Blair & Company
Illinois
$70.2M +$8.21M 1 0.22% Increased
212
Royal London Asset Management
Royal London Asset Management
United Kingdom
$70M -$2.71M 1 0.26% Reduced
213
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$69.1M -$792K 1 0.66% Reduced
214
NCA
Newbrook Capital Advisors
New York
$68.8M -$1.8M 1 5.38% Reduced
215
Commerce Bank
Commerce Bank
Missouri
$68.7M -$35.9M 1 0.45% Reduced
216
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$68.5M -$98.8M 1 0.74% Reduced
217
TCM
Tybourne Capital Management
Hong Kong
$66.5M +$58.2M 1 1.97% New
218
DP
Dearborn Partners
Illinois
$65.4M -$244K 1 2.37% Reduced
219
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$63.4M +$8.03M 2 0.31% Increased
220
CCM
Compass Capital Management
Minnesota
$63.4M -$3.94M 1 4.24% Reduced
221
Vaughan David Investments
Vaughan David Investments
Illinois
$62.2M -$1.28M 1 1.82% Reduced
222
CMG
Cavalry Management Group
California
$62.1M +$18.1M 1 7.06% Increased
223
KC
KCL Capital
New York
$60.9M +$15.7M 1 6.18% Increased
224
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$60.3M -$3.79M 2 1.36% Reduced
225
Manning & Napier Group
Manning & Napier Group
New York
$60.2M -$3.54M 1 0.5% Reduced