← All themes Artificial Intelligence

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
QI
Qualcomm Inc
California
$43.5M -$141K 1 90.27% Reduced
202
Wolverine Asset Management
Wolverine Asset Management
Illinois
$43.5M +$35.3M 2 0.45% Increased
203
Royal London Asset Management
Royal London Asset Management
United Kingdom
$43.5M +$1.79M 1 0.19% Increased
204
CCM
Compass Capital Management
Minnesota
$43.2M +$2.22M 1 3.54% Increased
205
Brown Advisory
Brown Advisory
Maryland
$42.5M +$21M 1 0.08% Increased
206
SCM
Scopia Capital Management
New York
$42.2M +$34.2M 1 3.86% New
207
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$41.7M $0 1 0.59% Maintained
208
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$41.6M -$36.5K 1 0.84% Reduced
209
OA
Oak Associates
Ohio
$41.2M -$106K 2 3.46% Reduced
210
Squarepoint
Squarepoint
New York
$40.8M +$32.8M 1 0.16% Increased
211
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$40.8M +$4.19M 1 0.74% Increased
212
William Blair & Company
William Blair & Company
Illinois
$40.2M -$3M 2 0.17% Reduced
213
Aberdeen Group
Aberdeen Group
United Kingdom
$40.1M +$3.34M 1 0.11% Increased
214
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$39.7M -$12.7M 2 0.29% Reduced
215
DP
Dearborn Partners
Illinois
$38.9M -$223K 1 1.57% Reduced
216
Vaughan David Investments
Vaughan David Investments
Illinois
$38.8M +$620K 1 1.15% Increased
217
Creative Planning
Creative Planning
Kansas
$38.7M +$1.48M 1 0.06% Increased
218
MetLife Investment Management
MetLife Investment Management
New Jersey
$38.7M -$840K 2 0.29% Reduced
219
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$38.3M +$448K 1 0.47% Increased
220
CF
Cypress Funds
California
$38M $0 1 6.61% Maintained
221
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$36.8M +$28M 3 0.21% Increased
222
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$36M -$3.15M 2 0.28% Reduced
223
MAI Capital Management
MAI Capital Management
Ohio
$35.8M -$962K 1 0.6% Reduced
224
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$35.8M +$23.4K 1 0.25% Increased
225
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$35.4M +$290K 1 0.44% Increased