← All themes Artificial Intelligence

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
OA
Oak Associates
Ohio
$25.3M +$4.08M 2 2.6% Increased
277
FMW
Farr Miller & Washington
District of Columbia
$24.7M +$330K 1 2.69% Increased
278
Advisors Asset Management
Advisors Asset Management
Colorado
$24.3M +$407K 2 0.4% Increased
279
JCG
JHL Capital Group
Illinois
$24M +$21.3M 1 1.57% New
280
MC
Maplelane Capital
New York
$24M +$21.3M 2 0.63% New
281
SCM
SKBA Capital Management
California
$24M -$3.02M 1 2.68% Reduced
282
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$23.9M +$168K 1 0.52% Increased
283
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$23.7M -$3.03M 1 3.08% Reduced
284
Todd Asset Management
Todd Asset Management
Kentucky
$23.7M +$21M 1 0.72% New
285
R.M. Davis Inc
R.M. Davis Inc
Maine
$23.6M -$151K 1 1.15% Reduced
286
William Blair & Company
William Blair & Company
Illinois
$23.5M -$351K 1 0.21% Reduced
287
Riverbridge Partners
Riverbridge Partners
Minnesota
$23.5M -$221K 1 0.47% Reduced
288
CAM
Capstone Asset Management
Texas
$23.3M -$151K 1 0.67% Reduced
289
ClearBridge Investments
ClearBridge Investments
New York
$23.1M -$1.72M 2 0.03% Reduced
290
Panagora Asset Management
Panagora Asset Management
Massachusetts
$22.9M +$12.2M 2 0.11% Increased
291
CCM
Compass Capital Management
Minnesota
$22.9M -$1.38M 1 4.29% Reduced
292
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22.6M +$3.17M 1 0.24% Increased
293
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$22.5M -$3.56M 2 0.4% Reduced
294
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$22.4M -$3.51M 1 2.05% Reduced
295
Destination Wealth Management
Destination Wealth Management
California
$22.2M +$331K 1 1.72% Increased
296
Swiss Life Asset Management
Swiss Life Asset Management
$21.7M +$243 1 0.74% Increased
297
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$21.4M -$1.65M 1 0.46% Reduced
298
GCM
Gladstone Capital Management
United Kingdom
$21.2M +$18.9M 1 17.23% New
299
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$21.1M -$639K 2 0.17% Reduced
300
RHJA
Rice Hall James & Associates
California
$20.9M -$3.54M 2 1.09% Reduced