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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
Todd Asset Management
Todd Asset Management
Kentucky
$33.6M -$270K 1 0.91% Reduced
252
GAI
General American Investors
New York
$33.6M $0 1 2.76% Maintained
253
PWLP
Prio Wealth Limited Partnership
Massachusetts
$33.2M -$1.15M 1 1.71% Reduced
254
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$33.1M +$553K 1 3.68% Increased
255
HAM
HHR Asset Management
New Jersey
$32.9M +$1.06M 1 1.32% Increased
256
R.M. Davis Inc
R.M. Davis Inc
Maine
$32.6M +$614K 1 1.69% Increased
257
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$32.5M -$2.44M 1 0.46% Reduced
258
Country Trust Bank
Country Trust Bank
Illinois
$32.1M +$454K 1 1.61% Increased
259
Truist Financial
Truist Financial
North Carolina
$31.9M -$897K 1 0.86% Reduced
260
Two Sigma Investments
Two Sigma Investments
New York
$31.6M +$14.6M 3 0.15% Increased
261
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$31.5M +$5.08M 1 0.36% Increased
262
Gofen & Glossberg
Gofen & Glossberg
Illinois
$31.4M -$6.02M 1 1.33% Reduced
263
Nuveen
Nuveen
North Carolina
$31.2M -$380K 2 0.17% Reduced
264
Boston Trust Walden
Boston Trust Walden
Massachusetts
$30.8M +$4.83M 1 0.47% Increased
265
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$30.2M +$82.6K 1 0.53% Increased
266
FAS
Formuepleje A/S
Denmark
$30.1M -$199K 1 3.54% Reduced
267
SCM
Snow Capital Management
Pennsylvania
$29.7M +$32.4M 1 0.87% New
268
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$28.9M +$177K 2 0.38% Increased
269
SIC
Schwartz Investment Counsel
Michigan
$28.9M -$27.3K 1 1.96% Reduced
270
SAM
Shell Asset Management
Netherlands
$28.8M -$9.95M 1 0.58% Reduced
271
SIM
Sprucegrove Investment Management
Ontario, Canada
$28.5M -$897K 1 0.61% Reduced
272
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$27.9M -$48.5M 2 0.15% Reduced
273
SL
Summitry LLC
California
$27.8M +$262K 1 3.17% Increased
274
CPIM
Columbia Partners Investment Management
Virginia
$27.6M -$13.8M 2 1.7% Reduced
275
GIG
Goodnow Investment Group
Connecticut
$27.5M +$167K 1 4.42% Increased