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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
HAM
HHR Asset Management
New Jersey
$32M +$4.1M 1 1.35% Increased
227
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$31.8M +$3.82M 1 3.87% Increased
228
Nomura Asset Management
Nomura Asset Management
Japan
$31.7M +$52.5K 1 0.64% Increased
229
Panagora Asset Management
Panagora Asset Management
Massachusetts
$31.3M -$50.9M 1 0.17% Reduced
230
Check Capital Management
Check Capital Management
California
$30.9M +$1.8M 1 3.02% Increased
231
IIM
Ivory Investment Management
New York
$30.7M +$33.9M 1 0.82% New
232
Bartlett & Co
Bartlett & Co
Ohio
$30.7M +$327K 1 1.68% Increased
233
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$30.6M -$3.77M 1 0.24% Reduced
234
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$30.3M -$19.4M 1 0.4% Reduced
235
TPSF
Texas Permanent School Fund
Texas
$30.1M -$1.96M 1 0.39% Reduced
236
Royal London Asset Management
Royal London Asset Management
United Kingdom
$30.1M +$33.3M 1 0.49% New
237
HighTower Advisors
HighTower Advisors
Illinois
$30.1M -$5.88K 1 0.4% Reduced
238
OCBV
Ownership Capital B.V.
Netherlands
$29M +$32.1M 1 5.09% New
239
SL
Summitry LLC
California
$29M +$5.65M 1 3.35% Increased
240
EC
Eminence Capital
New York
$28.9M $0 1 0.44% Maintained
241
GAI
General American Investors
New York
$28.8M $0 1 2.6% Maintained
242
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$28.7M +$31.7M 1 0.39% New
243
Becker Capital Management
Becker Capital Management
Oregon
$28.6M +$31.6M 1 1.29% New
244
Fidelity International
Fidelity International
Bermuda
$28.5M -$4.49M 1 0.1% Reduced
245
JCM
Janney Capital Management
Pennsylvania
$28.1M +$15.6M 1 1.28% Increased
246
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$27.8M -$234K 1 0.43% Reduced
247
PWLP
Prio Wealth Limited Partnership
Massachusetts
$27.7M -$860K 1 1.57% Reduced
248
MC
Montag & Caldwell
Georgia
$27.5M -$39.4M 1 0.46% Reduced
249
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$27.4M -$7.37M 1 0.24% Reduced
250
Truist Financial
Truist Financial
North Carolina
$27M -$379K 1 0.7% Reduced