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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
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$59.3M +$27.3M 1 0.62% Increased
252
QRG Capital Management
QRG Capital Management
Illinois
$59M +$62.5K 1 0.7% Increased
253
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$58.7M -$94.4K 1 1.21% Reduced
254
DP
Dearborn Partners
Illinois
$58.5M +$3.58M 1 2.53% Increased
255
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$58.5M -$15.1M 2 1.48% Reduced
256
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$58.2M +$27.8M 1 0.5% Increased
257
Nissay Asset Management
Nissay Asset Management
Japan
$57.7M +$597K 1 0.38% Increased
258
Mercer Global Advisors
Mercer Global Advisors
Colorado
$57.7M -$1.77M 1 0.16% Reduced
259
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$57.6M -$2.12M 1 0.65% Reduced
260
Robeco Schweiz
Robeco Schweiz
Switzerland
$57.4M -$12.5M 2 1.1% Reduced
261
Comerica Bank
Comerica Bank
Texas
$56.5M +$1.42M 1 0.24% Increased
262
Xponance
Xponance
Pennsylvania
$56.5M +$1.3M 1 0.58% Increased
263
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$56.1M +$18.5M 1 0.51% Increased
264
Kodai Capital Management
Kodai Capital Management
Illinois
$55.4M +$871K 1 1.05% Increased
265
Becker Capital Management
Becker Capital Management
Oregon
$55.3M -$3.24M 1 1.9% Reduced
266
Daiwa Securities Group
Daiwa Securities Group
Japan
$55M +$9.58M 2 0.29% Increased
267
DnB Asset Management
DnB Asset Management
Norway
$54.5M -$231M 1 0.26% Reduced
268
Första AP-fonden
Första AP-fonden
Sweden
$53.3M -$4.21M 1 0.47% Reduced
269
AssetMark Inc
AssetMark Inc
California
$52.5M -$1.3M 1 0.16% Reduced
270
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52.4M -$86.3K 1 0.48% Reduced
271
TCTC Holdings
TCTC Holdings
Texas
$51.7M -$2.28M 1 1.77% Reduced
272
SFA
Spectrum Financial Alliance
Kentucky
$51.4M -$549K 1 18.39% Reduced
273
TC
TwinBeech Capital
New York
$50.9M +$45M 2 1% Increased
274
MML Investors Services
MML Investors Services
Massachusetts
$50.9M -$12.1M 1 0.21% Reduced
275
HCS
Himension Capital (Singapore)
Singapore
$49.3M +$6.9M 1 3.49% Increased