← All themes Artificial Intelligence

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
251
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$48.5M +$3.37M 1 0.77% Increased
252
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$48.3M -$2.3M 1 1.77% Reduced
253
CAM
ClariVest Asset Management
California
$47.9M +$113K 1 1.94% Increased
254
OAM
Origin Asset Management
United Kingdom
$47.6M +$2.65M 1 3.17% Increased
255
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$47.2M -$450K 1 0.67% Reduced
256
Waverton Investment Management
Waverton Investment Management
United Kingdom
$47M +$1.68M 1 2.23% Increased
257
Welch & Forbes
Welch & Forbes
Massachusetts
$46.9M +$25.4K 1 1.49% Increased
258
Highbridge Capital Management
Highbridge Capital Management
New York
$46.6M +$11.9M 1 0.59% Increased
259
Gofen & Glossberg
Gofen & Glossberg
Illinois
$46.6M +$296K 1 2.17% Increased
260
FAS
Formuepleje A/S
Denmark
$46.1M +$44M 1 5.42% New
261
ACM
Argent Capital Management
Missouri
$46M -$1.35M 1 2.52% Reduced
262
PIA
Piedmont Investment Advisors
North Carolina
$45.7M -$2.19M 1 2.5% Reduced
263
Todd Asset Management
Todd Asset Management
Kentucky
$45.7M -$3.03M 1 1.32% Reduced
264
SEI Trust Company
SEI Trust Company
Pennsylvania
$44.8M -$2.85M 1 0.45% Reduced
265
Placemark Investments
Placemark Investments
Illinois
$44M -$11.8M 1 0.84% Reduced
266
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$43.9M +$2.24M 1 0.9% Increased
267
PIM
Profit Investment Management
Maryland
$43.8M -$6.03K 1 1.98% Reduced
268
TSU
TD Securities (USA)
New York
$43.8M -$3.1M 1 0.78% Reduced
269
Truist Financial
Truist Financial
North Carolina
$43.4M +$1.84M 1 1.37% Increased
270
Arizona State Retirement System
Arizona State Retirement System
Arizona
$43.2M -$1.17M 1 0.55% Reduced
271
Bartlett & Co
Bartlett & Co
Ohio
$43M +$409K 1 2.14% Increased
272
CCMH
Cornerstone Capital Management Holdings
New York
$42.8M +$3.93M 1 0.5% Increased
273
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$42.6M +$13.1M 2 0.37% Increased
274
PWLP
Prio Wealth Limited Partnership
Massachusetts
$42M +$2M 1 2.13% Increased
275
HighTower Advisors
HighTower Advisors
Illinois
$42M +$736K 1 0.82% Increased