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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
Becker Capital Management
Becker Capital Management
Oregon
$35.5M -$74.1K 1 1.41% Reduced
252
Meag Munich Ergo
Meag Munich Ergo
Germany
$35.2M $0 1 1.66% Maintained
253
Manning & Napier Group
Manning & Napier Group
New York
$34.8M -$215K 1 0.41% Reduced
254
TI
Think Investments
California
$34.3M $0 1 7.84% Maintained
255
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34.3M -$312K 1 0.39% Reduced
256
Railway Pension Investments
Railway Pension Investments
United Kingdom
$34.2M $0 1 0.35% Maintained
257
SFA
Spectrum Financial Alliance
Kentucky
$34M +$793K 1 15.76% Increased
258
Citadel Advisors
Citadel Advisors
Florida
$34M -$77.4M 2 0.01% Reduced
259
MIM
Marco Investment Management
Georgia
$33.9M -$497 1 3.82% Reduced
260
MPMG
Minneapolis Portfolio Management Group
Minnesota
$33.8M -$180K 1 4.41% Reduced
261
TCTC Holdings
TCTC Holdings
Texas
$33.7M +$261K 1 1.36% Increased
262
FLII
First Long Island Investors
New York
$33.6M +$728K 1 3.42% Increased
263
Pinnacle Associates
Pinnacle Associates
New York
$33.1M -$321K 2 0.68% Reduced
264
Xponance
Xponance
Pennsylvania
$32.9M +$684K 1 0.48% Increased
265
M&G Investment Management
M&G Investment Management
United Kingdom
$32.8M +$53.1K 1 0.15% Increased
266
USS Investment Management
USS Investment Management
United Kingdom
$32.7M +$1.19M 1 0.45% Increased
267
Mercer Global Advisors
Mercer Global Advisors
Colorado
$32.5M +$3.65M 1 0.15% Increased
268
FCI
Financial Counselors Inc
Kansas
$32.4M +$980K 1 0.7% Increased
269
WBC
Westpac Banking Corp
Australia
$32.1M +$1.71M 1 0.43% Increased
270
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$31.7M -$307K 1 0.58% Reduced
271
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$31.4M +$1.68M 1 0.74% Increased
272
National Bank of Canada
National Bank of Canada
Quebec, Canada
$31.4M -$855K 1 0.08% Reduced
273
River Road Asset Management
River Road Asset Management
Kentucky
$30.9M +$495K 1 0.42% Increased
274
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$30.7M +$26.7M 1 0.63% Increased
275
Första AP-fonden
Första AP-fonden
Sweden
$30.4M -$5.43M 1 0.36% Reduced