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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
DP
Dearborn Partners
Illinois
$27.9M +$1.13M 1 2.17% Increased
227
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$27.7M +$119K 1 0.25% Increased
228
Federated Hermes
Federated Hermes
Pennsylvania
$27.7M +$4.73M 2 0.08% Increased
229
Candriam SCA
Candriam SCA
Luxembourg
$27.1M +$4.15M 2 0.52% Increased
230
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$27.1M +$1.82M 1 0.72% Increased
231
PWLP
Prio Wealth Limited Partnership
Massachusetts
$26.8M -$724K 1 1.38% Reduced
232
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$26.2M +$342K 1 0.38% Increased
233
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$25.9M +$4.46M 2 0.17% Increased
234
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.8M -$58.6K 2 0.11% Reduced
235
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$25.7M -$9.7M 1 0.24% Reduced
236
TPSF
Texas Permanent School Fund
Texas
$24.7M -$630K 1 0.32% Reduced
237
Advisors Capital Management
Advisors Capital Management
New Jersey
$24.7M +$8.33M 1 2.13% Increased
238
Cincinnati Insurance
Cincinnati Insurance
Ohio
$24.5M $0 1 0.78% Maintained
239
SIM
Sprucegrove Investment Management
Ontario, Canada
$24.1M -$4.82M 1 1.24% Reduced
240
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$23.9M +$4.93M 1 2.76% Increased
241
SG Americas Securities
SG Americas Securities
New York
$23.9M -$5.43M 2 0.21% Reduced
242
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$23.3M +$16.3M 1 0.34% Increased
243
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$23.2M -$1.91M 1 0.43% Reduced
244
FCM
Fairbanks Capital Management
California
$23.1M +$145K 1 22.71% Increased
245
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$23M +$1.77M 1 0.47% Increased
246
KBC Group
KBC Group
Belgium
$22.9M +$6.19M 1 0.21% Increased
247
DF Dent & Co
DF Dent & Co
Maryland
$22.8M -$8.51M 1 0.65% Reduced
248
AGA
Altrinsic Global Advisors
Connecticut
$22.6M +$576K 1 0.77% Increased
249
OI
Oakbrook Investments
Illinois
$22.6M -$712K 1 1.47% Reduced
250
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$22.5M -$29.5M 1 0.28% Reduced