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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
301
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$27.8M +$29.1M 1 0.28% New
302
RGI
River Global Investors
United Kingdom
$27.7M +$28.9M 1 4.48% New
303
AWCI
Alpine Woods Capital Investors
New York
$27.7M +$28.9M 1 1.76% New
304
IC
Inverness Counsel
New York
$27.6M +$28.9M 1 2.46% New
305
CP
Cumberland Partners
Ontario, Canada
$27.1M +$28.3M 1 3.46% New
306
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$26.8M +$28M 1 0.96% New
307
Boston Trust Walden
Boston Trust Walden
Massachusetts
$26.5M +$27.7M 1 0.43% New
308
PWLP
Prio Wealth Limited Partnership
Massachusetts
$26.3M +$27.5M 1 1.58% New
309
Capital International Investors
Capital International Investors
California
$26.3M +$27.5M 1 0.12% New
310
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$26.2M +$27.4M 1 0.75% New
311
HCM
Highside Capital Management
Texas
$26.2M +$27.4M 1 5.34% New
312
Truist Financial
Truist Financial
North Carolina
$25.6M +$26.7M 1 0.95% New
313
BIM
Barton Investment Management
Pennsylvania
$25.4M +$26.5M 1 13.12% New
314
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$25.1M +$26.2M 1 0.17% New
315
R.M. Davis Inc
R.M. Davis Inc
Maine
$25M +$26.1M 1 1.78% New
316
LPL Financial
LPL Financial
California
$24.8M +$25.5M 2 0.18% New
317
RG
Renaissance Group
Kentucky
$24.7M +$25.8M 2 1.12% New
318
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$24.4M +$25.5M 1 1.94% New
319
Cincinnati Insurance
Cincinnati Insurance
Ohio
$24.3M +$25.4M 1 1% New
320
Royal London Asset Management
Royal London Asset Management
United Kingdom
$24.1M +$25.2M 1 0.7% New
321
Polar Capital
Polar Capital
United Kingdom
$24.1M +$25.2M 1 0.84% New
322
GMI
Greystone Managed Investments
Saskatchewan, Canada
$24M +$25.1M 1 0.36% New
323
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$23.8M +$24.9M 1 2.98% New
324
Washington Trust
Washington Trust
Rhode Island
$23.6M +$24.6M 1 1.99% New
325
Bel Air Investment Advisors
Bel Air Investment Advisors
California
$23.6M +$24.6M 1 3.45% New