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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
Bartlett & Co
Bartlett & Co
Ohio
$27.4M -$1.24M 1 1.41% Reduced
227
Becker Capital Management
Becker Capital Management
Oregon
$27.3M +$743K 1 1.2% Increased
228
Royal London Asset Management
Royal London Asset Management
United Kingdom
$27.3M -$1.03M 1 0.42% Reduced
229
TPSF
Texas Permanent School Fund
Texas
$26.9M -$1.23M 1 0.33% Reduced
230
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$26.4M +$26.6M 1 0.14% Increased
231
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$26.3M +$1.76M 1 0.2% Increased
232
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$26.1M +$4.71M 1 3% Increased
233
Foresters Investment Management
Foresters Investment Management
New York
$25.8M +$3.33M 1 0.53% Increased
234
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$25.7M -$2.91M 1 0.2% Reduced
235
Balyasny Asset Management
Balyasny Asset Management
Illinois
$25M +$1.1M 2 0.17% Increased
236
JCM
Janney Capital Management
Pennsylvania
$24.7M -$1.58M 1 1.09% Reduced
237
Conning Inc
Conning Inc
Connecticut
$23.8M +$1.12M 1 1.02% Increased
238
LPL Financial
LPL Financial
California
$23.7M +$12.3M 2 0.07% Increased
239
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$23.5M +$648K 1 0.38% Increased
240
EC
Eminence Capital
New York
$23.4M -$4.48M 1 0.29% Reduced
241
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$23.3M -$507K 1 0.4% Reduced
242
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$23.2M -$738K 1 0.27% Reduced
243
GAI
General American Investors
New York
$23.1M -$4M 1 2.12% Reduced
244
PWLP
Prio Wealth Limited Partnership
Massachusetts
$23M -$3.01M 1 1.26% Reduced
245
SAM
Shell Asset Management
Netherlands
$22.7M -$1.28M 1 0.54% Reduced
246
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$22.6M -$3.36M 1 0.32% Reduced
247
Candriam SCA
Candriam SCA
Luxembourg
$22.3M -$10.5M 2 0.6% Reduced
248
Aperio Group
Aperio Group
California
$22.2M -$2.4M 1 0.2% Reduced
249
QGM
Quality Growth Management
California
$22M +$23.5M 1 24.3% New
250
NSLI
Nan Shan Life Insurance
Taiwan
$22M +$1.09M 1 1.26% Increased