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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
Boston Trust Walden
Boston Trust Walden
Massachusetts
$29.1M -$104K 1 0.44% Reduced
302
Capital International Investors
Capital International Investors
California
$29M $0 1 0.12% Maintained
303
RGI
River Global Investors
United Kingdom
$29M -$1.52M 1 6.51% Reduced
304
Check Capital Management
Check Capital Management
California
$28.6M +$10.7M 1 3.8% Increased
305
PTC
Philadelphia Trust Company
Pennsylvania
$28.4M -$2.84M 1 1.96% Reduced
306
R.M. Davis Inc
R.M. Davis Inc
Maine
$28.4M +$841K 1 1.92% Increased
307
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$28.2M -$1.27M 1 1.1% Reduced
308
BIM
Barton Investment Management
Pennsylvania
$28.1M +$142K 1 12.71% Increased
309
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$28M -$4.9M 1 1.87% Reduced
310
Royal London Asset Management
Royal London Asset Management
United Kingdom
$27.6M +$1.11M 1 0.74% Increased
311
Natixis Advisors
Natixis Advisors
Massachusetts
$27.4M +$4.03M 1 0.5% Increased
312
IC
Inverness Counsel
New York
$26.9M -$3.5M 1 2.31% Reduced
313
Cincinnati Insurance
Cincinnati Insurance
Ohio
$26.8M $0 1 1.08% Maintained
314
RG
Renaissance Group
Kentucky
$26.8M -$443K 1 1.14% Reduced
315
Bel Air Investment Advisors
Bel Air Investment Advisors
California
$26.3M +$264K 1 3.68% Increased
316
ACM
Alta Capital Management
Utah
$25.5M +$604K 1 3.07% Increased
317
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$25.5M +$492K 1 3.88% Increased
318
CAM
Capstone Asset Management
Texas
$25.2M +$6.34M 1 0.61% Increased
319
Aperio Group
Aperio Group
California
$25.2M +$3.75M 1 0.49% Increased
320
RHBC
R.H. Bluestein & Co
Michigan
$25.2M -$196K 1 1.78% Reduced
321
MUFG Americas
MUFG Americas
New York
$25.1M -$12M 1 0.86% Reduced
322
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$25M -$1.24M 1 2.95% Reduced
323
Nomura Asset Management
Nomura Asset Management
Japan
$24.7M +$1.07M 1 0.47% Increased
324
ProShare Advisors
ProShare Advisors
Maryland
$24.5M -$14.4M 3 0.58% Reduced
325
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.5M -$97.3K 1 0.41% Reduced