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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
Aberdeen Group
Aberdeen Group
United Kingdom
$40.5M +$1.49M 1 0.13% Increased
227
MAI Capital Management
MAI Capital Management
Ohio
$40.3M +$1.06M 1 0.77% Increased
228
Arizona State Retirement System
Arizona State Retirement System
Arizona
$40.1M +$222K 2 0.39% Increased
229
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$38.6M +$3.3M 1 0.06% Increased
230
Amalgamated Bank
Amalgamated Bank
New York
$38.5M -$250K 2 0.36% Reduced
231
Meyer Handelman Company
Meyer Handelman Company
New York
$38.4M +$322K 1 1.65% Increased
232
TI
Think Investments
California
$38.3M $0 1 11.15% Maintained
233
Welch Group
Welch Group
Alabama
$38.1M +$2.89M 1 2.32% Increased
234
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$37.9M +$3.14M 1 0.46% Increased
235
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$37.8M +$2.54M 1 0.15% Increased
236
Manning & Napier Group
Manning & Napier Group
New York
$37.3M -$3.11M 1 0.43% Reduced
237
WestEnd Advisors
WestEnd Advisors
North Carolina
$37M +$39.4M 1 1.17% New
238
EWM
Endurance Wealth Management
Rhode Island
$37M +$545K 1 5.62% Increased
239
BAM
Berkshire Asset Management
Pennsylvania
$36.9M +$2.66M 1 2.41% Increased
240
Vontobel Holding
Vontobel Holding
Switzerland
$36.8M +$3.61M 1 0.4% Increased
241
Första AP-fonden
Första AP-fonden
Sweden
$36.7M +$6.06M 1 0.48% Increased
242
Advisors Capital Management
Advisors Capital Management
New Jersey
$36.5M +$13.8M 1 1.11% Increased
243
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$36.3M +$5.52M 1 0.73% Increased
244
Bartlett & Co
Bartlett & Co
Ohio
$36.3M +$5.52M 1 0.73% Increased
245
MPMG
Minneapolis Portfolio Management Group
Minnesota
$35.8M -$404K 1 5.15% Reduced
246
SFG
Sather Financial Group
Texas
$34.7M +$856K 1 3.6% Increased
247
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$34.7M -$272K 1 0.44% Reduced
248
Vident Investment Advisory
Vident Investment Advisory
Georgia
$34.4M -$1.54M 2 1.03% Reduced
249
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$34.4M -$768K 1 0.52% Reduced
250
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34M +$320K 1 0.42% Increased