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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
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$26.9M -$5.77M 1 0.99% Reduced
252
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$26.5M -$29.9M 1 0.2% Reduced
253
Comerica Bank
Comerica Bank
Texas
$26.5M -$35.4M 1 0.25% Reduced
254
Aperio Group
Aperio Group
California
$26.3M -$5.3M 2 0.27% Reduced
255
R.M. Davis Inc
R.M. Davis Inc
Maine
$26.1M -$2.1M 1 1.39% Reduced
256
PP
PDT Partners
New York
$25.7M -$34.1M 2 0.58% Reduced
257
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$25.6M -$1.5M 1 0.31% Reduced
258
SIC
Schwartz Investment Counsel
Michigan
$25.6M +$891K 1 1.98% Increased
259
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$25.5M -$402K 1 0.48% Reduced
260
MAM
Marketfield Asset Management
New York
$25.1M -$22.2M 1 1% Reduced
261
Balyasny Asset Management
Balyasny Asset Management
Illinois
$25.1M +$26.6M 1 0.19% Increased
262
Arizona State Retirement System
Arizona State Retirement System
Arizona
$25M +$27.6M 1 0.35% New
263
Boston Trust Walden
Boston Trust Walden
Massachusetts
$24.7M -$1.93M 1 0.41% Reduced
264
EWM
Endurance Wealth Management
Rhode Island
$24.7M -$572K 1 4.34% Reduced
265
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$24.6M +$1.65M 1 0.39% Increased
266
Conning Inc
Conning Inc
Connecticut
$24.5M +$5.09M 1 1.08% Increased
267
Foresters Investment Management
Foresters Investment Management
New York
$24.4M +$1.16M 1 0.52% Increased
268
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$23.9M -$759K 2 0.34% Reduced
269
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$23.6M -$15.2M 2 0.33% Reduced
270
Nuveen
Nuveen
North Carolina
$23.6M -$2.88M 2 0.13% Reduced
271
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$23.3M +$25.8M 1 2.84% New
272
GH
GAM Holding
Switzerland
$23.2M +$7.79M 1 0.4% Increased
273
SFM
Stack Financial Management
Montana
$23.2M +$134K 1 3.25% Increased
274
Capital International Investors
Capital International Investors
California
$23.2M $0 1 0.04% Maintained
275
Cincinnati Insurance
Cincinnati Insurance
Ohio
$23M +$1.78M 1 0.88% Increased