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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
Beck Mack & Oliver
Beck Mack & Oliver
New York
$60.9M -$860K 1 1.42% Reduced
202
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$60.7M +$830K 1 0.26% Increased
203
Aware Super
Aware Super
Australia
$59.6M +$43.2M 1 0.8% New
204
CCM
Compass Capital Management
Minnesota
$59.5M -$1.84M 1 4.21% Reduced
205
Point72 Asset Management
Point72 Asset Management
Connecticut
$59.3M +$16.7M 2 0.14% Increased
206
AIG
American International Group
New York
$59.3M -$372K 2 0.24% Reduced
207
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$59.2M -$7.96M 1 0.49% Reduced
208
Advisors Capital Management
Advisors Capital Management
New Jersey
$58.8M +$1.23M 1 1.2% Increased
209
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$58.4M -$8.24M 2 1.56% Reduced
210
SM
Senvest Management
New York
$56.2M +$48.1M 1 2.16% New
211
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$54.6M -$519K 1 1.23% Reduced
212
DF Dent & Co
DF Dent & Co
Maryland
$54.2M -$4.19M 1 0.72% Reduced
213
Welch Group
Welch Group
Alabama
$53.9M +$874K 1 2.9% Increased
214
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$53.5M -$524K 1 0.2% Reduced
215
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$53.3M -$25.4K 1 1.04% Reduced
216
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$53.3M +$5.89M 2 0.38% Increased
217
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$53.1M -$2.65M 1 0.86% Reduced
218
Bartlett & Co
Bartlett & Co
Ohio
$53.1M -$2.65M 1 0.86% Reduced
219
Creative Planning
Creative Planning
Kansas
$52.9M -$1.34M 1 0.1% Reduced
220
DP
Dearborn Partners
Illinois
$51.4M -$664K 1 1.87% Reduced
221
D.E. Shaw & Co
D.E. Shaw & Co
New York
$49.5M -$38.3M 2 0.04% Reduced
222
TC
Tairen Capital
Hong Kong
$48.3M +$41.4M 1 3.38% New
223
SFG
Sather Financial Group
Texas
$48.2M +$739K 1 3.57% Increased
224
William Blair & Company
William Blair & Company
Illinois
$47.9M -$896K 2 0.16% Reduced
225
MAI Capital Management
MAI Capital Management
Ohio
$47.5M -$828K 1 0.63% Reduced