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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
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$44.3M +$3.69M 1 0.06% Increased
227
William Blair & Company
William Blair & Company
Illinois
$44.1M -$1.95M 1 0.15% Reduced
228
NCA
Newbrook Capital Advisors
New York
$43.4M +$15.3M 1 2.93% Increased
229
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$42.9M -$44.3M 1 0.43% Reduced
230
CC
Capital Counsel
New York
$42.9M +$40.6M 1 2.15% New
231
MAI Capital Management
MAI Capital Management
Ohio
$42.4M +$818K 1 0.84% Increased
232
Calamos Advisors
Calamos Advisors
Illinois
$42.4M +$7.08M 1 0.19% Increased
233
EWM
Endurance Wealth Management
Rhode Island
$42.3M -$373K 1 4.7% Reduced
234
MPMG
Minneapolis Portfolio Management Group
Minnesota
$41.9M +$1.23M 1 4.36% Increased
235
RAM
RWC Asset Management
United Kingdom
$41.5M +$21.5M 1 1.19% Increased
236
PineBridge Investments
PineBridge Investments
New York
$39.9M -$2.62M 1 0.46% Reduced
237
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$39.9M -$9.45M 2 0.79% Reduced
238
Meyer Handelman Company
Meyer Handelman Company
New York
$39.5M +$2.78M 1 1.56% Increased
239
Vontobel Holding
Vontobel Holding
Switzerland
$38.9M +$4.64M 1 0.34% Increased
240
MetLife Investment Management
MetLife Investment Management
New Jersey
$38.7M -$1.24M 2 0.34% Reduced
241
Amalgamated Bank
Amalgamated Bank
New York
$38.7M +$26.8M 2 0.31% Increased
242
DZ Bank
DZ Bank
Germany
$38.6M -$14.5M 1 0.06% Reduced
243
JGC
J. Goldman & Co
New York
$38.5M +$36.4M 1 1.49% New
244
Glenmede Trust
Glenmede Trust
Pennsylvania
$38.2M -$4.09M 1 0.2% Reduced
245
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38.2M -$722K 1 0.39% Reduced
246
Welch Group
Welch Group
Alabama
$38.2M +$1.13M 1 2.6% Increased
247
SCM
Sirios Capital Management
Massachusetts
$38M -$16.2M 1 3.31% Reduced
248
APG Asset Management
APG Asset Management
Netherlands
$37.5M -$10.3M 1 0.06% Reduced
249
TCTC Holdings
TCTC Holdings
Texas
$37.1M -$137K 1 1.7% Reduced
250
PDM
Penn Davis McFarland
Texas
$36.6M -$206K 1 6.4% Reduced