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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
276
Aperio Group
Aperio Group
California
$41.5M +$2.7M 1 0.6% Increased
277
PIM
Profit Investment Management
Maryland
$41.4M -$2.6M 1 1.99% Reduced
278
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$41.3M +$2.16M 1 0.85% Increased
279
HighTower Advisors
HighTower Advisors
Illinois
$41M -$1.23M 1 0.71% Reduced
280
Polar Capital
Polar Capital
United Kingdom
$40.9M +$2.43M 1 0.87% Increased
281
PTC
Philadelphia Trust Company
Pennsylvania
$40.4M +$2.6M 1 2.51% Increased
282
Nomura Asset Management
Nomura Asset Management
Japan
$39.5M +$9.31M 1 0.73% Increased
283
Foresters Investment Management
Foresters Investment Management
New York
$38.9M -$493K 1 0.8% Reduced
284
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$38.7M +$5.57M 1 2.07% Increased
285
Country Trust Bank
Country Trust Bank
Illinois
$38.5M +$38.7M 1 1.93% New
286
SAM
Shell Asset Management
Netherlands
$38.1M +$1.8M 1 0.59% Increased
287
Check Capital Management
Check Capital Management
California
$38.1M +$1.11M 1 3.76% Increased
288
CCMH
Cornerstone Capital Management Holdings
New York
$37.9M -$5.14M 1 0.42% Reduced
289
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$37.5M $0 1 0.69% Maintained
290
CI Investments Inc
CI Investments Inc
Ontario, Canada
$37.4M +$6.47M 1 0.37% Increased
291
Wilmington Trust
Wilmington Trust
Delaware
$37.4M +$2.65M 1 0.62% Increased
292
MSA
Mason Street Advisors
Wisconsin
$37.3M +$3.23M 1 0.29% Increased
293
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$37.2M -$20.3M 1 0.19% Reduced
294
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$37.1M +$46.7K 1 0.15% Increased
295
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$37M -$7.14M 1 0.94% Reduced
296
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$37M +$4.27M 1 0.69% Increased
297
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$37M -$1.88M 1 0.73% Reduced
298
Boston Trust Walden
Boston Trust Walden
Massachusetts
$36.9M -$214K 1 0.54% Reduced
299
EWM
Endurance Wealth Management
Rhode Island
$36.9M -$276K 1 6.15% Reduced
300
R.M. Davis Inc
R.M. Davis Inc
Maine
$36.8M +$1.46M 1 2.12% Increased