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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
William Blair & Company
William Blair & Company
Illinois
$42.8M +$1.76M 1 0.16% Increased
227
Todd Asset Management
Todd Asset Management
Kentucky
$42.6M +$4.71M 1 1% Increased
228
E
Ergoteles
New York
$41.4M +$45M 1 1.29% New
229
EWM
Endurance Wealth Management
Rhode Island
$39.7M -$241K 1 4.67% Reduced
230
MSL
Mackay Shields LLC
New York
$39.6M -$16.7M 1 0.29% Reduced
231
PineBridge Investments
PineBridge Investments
New York
$39.6M +$6.92M 1 0.51% Increased
232
Glenmede Trust
Glenmede Trust
Pennsylvania
$39.5M -$7.08M 1 0.21% Reduced
233
MAI Capital Management
MAI Capital Management
Ohio
$38.6M +$4.1M 1 0.86% Increased
234
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$37.8M +$101K 1 0.24% Increased
235
MPMG
Minneapolis Portfolio Management Group
Minnesota
$37.7M -$5.85M 1 4.23% Reduced
236
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$37.4M +$14.2M 1 0.06% Increased
237
MetLife Investment Management
MetLife Investment Management
New Jersey
$37.2M -$695K 2 0.34% Reduced
238
Manning & Napier Group
Manning & Napier Group
New York
$37M +$2.41M 1 0.31% Increased
239
CAM
ClariVest Asset Management
California
$36.6M -$4.01M 2 1.29% Reduced
240
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.2M -$1.12M 1 0.4% Reduced
241
Creative Planning
Creative Planning
Kansas
$34.6M +$3.73M 2 0.07% Increased
242
TCTC Holdings
TCTC Holdings
Texas
$34.6M +$529K 1 1.64% Increased
243
Welch Group
Welch Group
Alabama
$34.3M +$382K 1 2.47% Increased
244
PDM
Penn Davis McFarland
Texas
$34.1M -$462K 1 6.53% Reduced
245
Meyer Handelman Company
Meyer Handelman Company
New York
$33.9M +$3.84M 1 1.4% Increased
246
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$33.9M +$1.49M 1 0.4% Increased
247
GGHC
Gilder Gagnon Howe & Co
New York
$33.9M +$36.7M 1 0.18% New
248
Comerica Bank
Comerica Bank
Texas
$33.3M +$1.31M 2 0.2% Increased
249
Becker Capital Management
Becker Capital Management
Oregon
$33M -$535K 1 1.49% Reduced
250
FLII
First Long Island Investors
New York
$32.8M +$5.02M 1 2.91% Increased