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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
CAM
ClariVest Asset Management
California
$31.2M +$7.75M 2 1.02% Increased
252
1832 Asset Management
1832 Asset Management
Ontario, Canada
$30.8M +$27.9M 1 0.08% Increased
253
MAI Capital Management
MAI Capital Management
Ohio
$30.7M +$149K 1 0.89% Increased
254
River Road Asset Management
River Road Asset Management
Kentucky
$30.7M -$2.51M 1 0.5% Reduced
255
Welch Group
Welch Group
Alabama
$30.7M +$2.92M 1 2.68% Increased
256
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$30.4M +$24M 2 0.58% Increased
257
TCTC Holdings
TCTC Holdings
Texas
$30.2M +$294K 1 1.86% Increased
258
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$30.1M -$402K 1 0.67% Reduced
259
Artemis Investment Management
Artemis Investment Management
United Kingdom
$29.8M +$16.1M 1 0.37% Increased
260
Calamos Advisors
Calamos Advisors
Illinois
$28.9M -$1.69M 1 0.19% Reduced
261
BOK Financial
BOK Financial
Oklahoma
$28.7M +$9.59M 1 0.63% Increased
262
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$28.7M $0 1 0.46% Maintained
263
SFA
Spectrum Financial Alliance
Kentucky
$28.6M -$896K 1 19.65% Reduced
264
American Century Companies
American Century Companies
Missouri
$28.6M -$27.9M 1 0.03% Reduced
265
TCW Group
TCW Group
California
$28.5M -$4.51M 1 0.31% Reduced
266
BCH
Berkshire Capital Holdings
California
$27.8M +$25.2M 1 3.93% Increased
267
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$27.6M -$4.48M 1 0.77% Reduced
268
GIM
Greylin Investment Management
Virginia
$27.4M -$4.8M 1 7.3% Reduced
269
Robeco Schweiz
Robeco Schweiz
Switzerland
$27.2M -$10M 1 0.81% Reduced
270
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$27.1M -$3.33M 1 1.3% Reduced
271
Frontier Capital Management
Frontier Capital Management
Massachusetts
$27.1M +$8.83M 1 0.24% Increased
272
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$26.9M +$13.8M 1 0.67% Increased
273
Swiss Life Asset Management
Swiss Life Asset Management
$26.8M -$269K 1 0.4% Reduced
274
PR
Payden & Rygel
California
$26.7M -$2.49M 1 1.59% Reduced
275
Meyer Handelman Company
Meyer Handelman Company
New York
$26.4M +$21.4K 1 1.34% Increased