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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
PFC
Poplar Forest Capital
California
$28.1M -$3.46M 1 3.22% Reduced
227
MetLife Investment Management
MetLife Investment Management
New Jersey
$27.6M +$83K 2 0.31% Increased
228
KBC Group
KBC Group
Belgium
$27.2M -$17.1M 2 0.18% Reduced
229
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$26.6M -$7.23M 1 0.5% Reduced
230
WBC
Westpac Banking Corp
Australia
$26.6M -$2.25M 1 0.4% Reduced
231
TCW Group
TCW Group
California
$26M -$171K 1 0.3% Reduced
232
River Road Asset Management
River Road Asset Management
Kentucky
$25.9M -$10M 1 0.45% Reduced
233
CIBC World Markets
CIBC World Markets
New York
$25.9M -$794K 1 0.28% Reduced
234
CIBC World Market
CIBC World Market
Ontario, Canada
$25.6M -$352K 1 0.12% Reduced
235
GIM
Greylin Investment Management
Virginia
$25.3M -$1.98M 1 7.15% Reduced
236
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$25.2M +$192K 1 0.39% Increased
237
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$25.2M +$4.05M 1 0.73% Increased
238
Arizona State Retirement System
Arizona State Retirement System
Arizona
$24.8M -$6.41M 2 0.35% Reduced
239
Manning & Napier Group
Manning & Napier Group
New York
$24.7M +$1.09M 1 0.26% Increased
240
IC
InterOcean Capital
Illinois
$24.7M -$448K 1 1.87% Reduced
241
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.6M +$72.2K 1 0.34% Increased
242
PDM
Penn Davis McFarland
Texas
$24.3M -$164K 1 6.61% Reduced
243
William Blair & Company
William Blair & Company
Illinois
$24.3M +$2.54M 1 0.12% Increased
244
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$24M +$14M 1 1.37% Increased
245
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$23.9M -$186K 1 1.23% Reduced
246
Calamos Advisors
Calamos Advisors
Illinois
$23.9M -$1M 1 0.17% Reduced
247
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$23.7M -$2.73M 1 0.55% Reduced
248
MAI Capital Management
MAI Capital Management
Ohio
$23.7M +$528K 1 0.74% Increased
249
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.7M +$104K 2 0.19% Increased
250
Shelton Capital Management
Shelton Capital Management
Colorado
$23.2M +$488K 1 1.28% Increased