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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
GAI
General American Investors
New York
$24.7M $0 1 2.57% Maintained
252
Comerica Bank
Comerica Bank
Texas
$24.5M -$1.67M 1 0.21% Reduced
253
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$24.1M $0 1 0.41% Maintained
254
CIBC World Markets
CIBC World Markets
New York
$24.1M +$18.9M 1 0.62% Increased
255
Zacks Investment Management
Zacks Investment Management
Illinois
$23.9M +$719K 1 0.73% Increased
256
IIM
Ivory Investment Management
New York
$23.1M -$5.81M 1 0.64% Reduced
257
Cincinnati Insurance
Cincinnati Insurance
Ohio
$22.9M $0 1 0.75% Maintained
258
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$22.9M +$22.5M 1 0.08% New
259
BA
Boston Advisors
Massachusetts
$22.6M +$6.86M 1 0.57% Increased
260
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$22.6M -$11M 1 0.02% Reduced
261
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$22.2M -$244M 1 0.04% Reduced
262
SL
Summitry LLC
California
$22M +$369K 1 2.27% Increased
263
EWM
Endurance Wealth Management
Rhode Island
$21.9M +$2.52M 1 4.11% Increased
264
NSLI
Nan Shan Life Insurance
Taiwan
$21.6M -$865K 1 0.83% Reduced
265
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$21.5M -$549K 1 0.45% Reduced
266
SCM
SKBA Capital Management
California
$21.4M -$63.2K 1 2.09% Reduced
267
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$21.2M -$3.52M 1 2.5% Reduced
268
IAM
Impax Asset Management
New Hampshire
$21.1M -$1.17M 1 1.23% Reduced
269
DP
Dearborn Partners
Illinois
$20.7M +$964K 1 1.8% Increased
270
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$20.7M +$20.4M 1 0.42% New
271
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$20.6M +$1.62M 1 2.01% Increased
272
FCM
Fairbanks Capital Management
California
$20.5M +$20.2M 1 24.61% New
273
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$20.4M +$857K 1 0.43% Increased
274
TPCM
Tide Point Capital Management
Connecticut
$20.3M -$2.21M 1 1.54% Reduced
275
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$20.1M +$1.73M 2 0.59% Increased