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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
251
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$36M +$5.91M 1 4.16% Increased
252
R.M. Davis Inc
R.M. Davis Inc
Maine
$35.5M +$1.5M 1 1.87% Increased
253
HAM
HHR Asset Management
New Jersey
$35.4M +$3.35M 1 1.37% Increased
254
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$35.4M -$18.5M 1 0.19% Reduced
255
QGM
Quality Growth Management
California
$35.1M -$1.79M 1 28.58% Reduced
256
KBC Group
KBC Group
Belgium
$35.1M -$23.1M 1 0.45% Reduced
257
Country Trust Bank
Country Trust Bank
Illinois
$35M +$881K 1 1.76% Increased
258
Nuveen
Nuveen
North Carolina
$34.8M -$49.2K 2 0.19% Reduced
259
CPIM
Columbia Partners Investment Management
Virginia
$34.7M -$11.8M 2 1.85% Reduced
260
FAS
Formuepleje A/S
Denmark
$33.5M -$1.92M 1 3.95% Reduced
261
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$33.3M +$31.7K 1 0.59% Increased
262
Suntrust Banks
Suntrust Banks
Georgia
$32.9M -$12.4M 1 0.21% Reduced
263
Gotham Asset Management
Gotham Asset Management
New York
$32.9M -$19.7M 2 0.25% Reduced
264
SIM
Sprucegrove Investment Management
Ontario, Canada
$32.5M +$33M 1 0.65% New
265
Great Lakes Advisors
Great Lakes Advisors
Illinois
$32.4M +$27.5M 1 0.99% Increased
266
SIC
Schwartz Investment Counsel
Michigan
$32M +$359K 1 2.12% Increased
267
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$31.4M +$7.94M 2 0.41% Increased
268
EWM
Endurance Wealth Management
Rhode Island
$30.9M -$1.33M 1 5.4% Reduced
269
SL
Summitry LLC
California
$30.5M +$7.81M 1 3.57% Increased
270
GIG
Goodnow Investment Group
Connecticut
$30.3M +$420K 1 4.55% Increased
271
CIBC World Markets
CIBC World Markets
New York
$30.2M +$30.7M 1 1.85% New
272
Capital International Investors
Capital International Investors
California
$29.9M $0 1 0.05% Maintained
273
Davenport & Co
Davenport & Co
Virginia
$29.7M -$2.06M 1 0.46% Reduced
274
Foresters Investment Management
Foresters Investment Management
New York
$29.6M +$135K 1 0.57% Increased
275
CCMH
Cornerstone Capital Management Holdings
New York
$29.6M -$1.1M 1 0.28% Reduced