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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
IRF
IBM Retirement Fund
New York
$31.2M -$608K 1 0.59% Reduced
302
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$30.7M +$3.27M 2 1.01% Increased
303
CI Investments Inc
CI Investments Inc
Ontario, Canada
$30.5M -$2.63M 1 0.34% Reduced
304
ACM
Alta Capital Management
Utah
$30.3M +$126K 1 2.53% Increased
305
HCM
Highfields Capital Management
Massachusetts
$29.7M $0 1 0.25% Maintained
306
SFM
Stack Financial Management
Montana
$29.7M +$18.6M 1 3.43% Increased
307
BIM
Barton Investment Management
Pennsylvania
$29.7M -$244K 1 11.37% Reduced
308
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$29.7M -$2.34M 1 0.64% Reduced
309
Cincinnati Insurance
Cincinnati Insurance
Ohio
$29.5M $0 1 1.03% Maintained
310
PTC
Philadelphia Trust Company
Pennsylvania
$29.3M -$8.05M 1 2.36% Reduced
311
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$29.1M -$1.37M 1 0.67% Reduced
312
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$28M +$164K 1 1.13% Increased
313
HM Payson & Co
HM Payson & Co
Maine
$27.5M +$1.44M 1 1.36% Increased
314
MUFG Americas
MUFG Americas
New York
$27.2M -$990K 1 0.91% Reduced
315
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$27.1M +$15.9K 1 0.32% Increased
316
Riverbridge Partners
Riverbridge Partners
Minnesota
$27M +$5.09M 1 0.5% Increased
317
RG
Renaissance Group
Kentucky
$26.6M -$330K 1 1.04% Reduced
318
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$26.3M +$16.2M 1 0.51% Increased
319
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$26.1M -$451K 1 2.64% Reduced
320
PineBridge Investments
PineBridge Investments
New York
$25.9M -$11.7M 1 0.98% Reduced
321
CIA
CCM Investment Advisers
South Carolina
$25.7M +$499K 1 2.34% Increased
322
WBC
Westpac Banking Corp
Australia
$25.6M +$1.57M 1 0.24% Increased
323
LPL Financial
LPL Financial
California
$25.6M -$65.2K 2 0.14% Reduced
324
AAM
AMI Asset Management
California
$25.5M +$715K 1 2.23% Increased
325
VFA
Virtus Fund Advisers
Connecticut
$25.1M +$212K 1 0.19% Increased