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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
Boston Trust Walden
Boston Trust Walden
Massachusetts
$45.8M +$1.39M 1 0.33% Increased
252
Kodai Capital Management
Kodai Capital Management
Illinois
$45.5M +$8.62M 1 1.8% Increased
253
DF Dent & Co
DF Dent & Co
Maryland
$44.9M -$3.24M 1 0.6% Reduced
254
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$44.9M +$18.5M 1 0.14% Increased
255
DnB Asset Management
DnB Asset Management
Norway
$44.8M -$170K 2 0.21% Reduced
256
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$44.3M -$144K 1 0.51% Reduced
257
Credit Agricole
Credit Agricole
France
$43.9M +$22.3M 1 0.14% Increased
258
Meyer Handelman Company
Meyer Handelman Company
New York
$43.6M -$3.03M 1 1.52% Reduced
259
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$43.4M +$16.7M 2 0.61% Increased
260
Xponance
Xponance
Pennsylvania
$43.3M -$1.03M 1 0.42% Reduced
261
BAM
Berkshire Asset Management
Pennsylvania
$43.2M +$207K 1 2.07% Increased
262
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$43.1M +$4.69M 1 0.43% Increased
263
Comerica Bank
Comerica Bank
Texas
$42.8M +$819K 1 0.18% Increased
264
Capital Investment Advisors
Capital Investment Advisors
Georgia
$42.5M +$1.97M 1 0.83% Increased
265
Becker Capital Management
Becker Capital Management
Oregon
$42.4M -$155K 1 1.4% Reduced
266
SFA
Spectrum Financial Alliance
Kentucky
$42.2M +$2.27M 1 13.73% Increased
267
Vontobel Holding
Vontobel Holding
Switzerland
$42.2M +$2.85M 1 0.15% Increased
268
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42M +$1.74M 3 0.21% Increased
269
Walleye Capital
Walleye Capital
New York
$41.9M +$32M 2 0.19% Increased
270
Empowered Funds
Empowered Funds
Pennsylvania
$41.3M +$15.1M 2 0.59% Increased
271
R.M. Davis Inc
R.M. Davis Inc
Maine
$41.2M -$845K 1 0.82% Reduced
272
Banco Santander
Banco Santander
Spain
$40.7M +$7.59M 1 0.45% Increased
273
UniSuper Management
UniSuper Management
Australia
$40.6M +$1.6M 1 0.3% Increased
274
TCTC Holdings
TCTC Holdings
Texas
$40.4M +$151K 1 1.43% Increased
275
Alyeska Investment Group
Alyeska Investment Group
Illinois
$40.3M +$9.28M 1 0.16% Increased