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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
226
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$49M +$51.2M 1 4.1% New
227
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$49M +$51.2M 1 1.29% New
228
PIA
Piedmont Investment Advisors
North Carolina
$48.4M +$50.5M 1 2.17% New
229
City National Bank
City National Bank
Delaware
$48.2M +$50.4M 1 0.9% New
230
OCAM
Onex Canada Asset Management
Ontario, Canada
$47.9M +$47.6M 1 3.13% New
231
CAM
ClariVest Asset Management
California
$47.8M +$49.9M 1 2.14% New
232
Irish Life Investment Managers
Irish Life Investment Managers
Ireland
$46.6M +$48.7M 1 0.59% New
233
Todd Asset Management
Todd Asset Management
Kentucky
$46.4M +$48.5M 1 1.52% New
234
DL
Delta Lloyd
Netherlands
$45.9M +$47.9M 1 1.77% New
235
Waverton Investment Management
Waverton Investment Management
United Kingdom
$44.8M +$46.8M 1 3.91% New
236
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$43.8M +$45.7M 1 1.38% New
237
ACP
Ashfield Capital Partners
California
$43.6M +$45.5M 1 2.35% New
238
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$43.5M +$45.4M 1 0.2% New
239
SEI Trust Company
SEI Trust Company
Pennsylvania
$43.5M +$45.4M 1 0.53% New
240
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$43.2M +$45.1M 1 0.83% New
241
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$42.9M +$44.8M 1 0.51% New
242
1919 Investment Counsel
1919 Investment Counsel
Maryland
$42.8M +$44.7M 1 1% New
243
GAI
General American Investors
New York
$42.8M +$44.7M 1 3.89% New
244
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$41.5M +$43.3M 1 0.11% New
245
RCP
RIT Capital Partners
United Kingdom
$41.2M +$43.1M 1 15.58% New
246
ICM
IronBridge Capital Management
Illinois
$39.8M +$41.6M 1 0.78% New
247
Ninety One (UK)
Ninety One (UK)
United Kingdom
$39.7M +$41.5M 1 0.3% New
248
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$39.5M +$41.2M 1 1.64% New
249
Raymond James & Associates
Raymond James & Associates
Florida
$39.5M +$41.2M 2 0.37% New
250
Two Sigma Investments
Two Sigma Investments
New York
$39.2M +$40.9M 2 0.27% New