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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
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$25M -$25.3M 1 0.49% Reduced
302
MAA
Matrix Asset Advisors
New York
$25M +$2.37M 1 2.89% Increased
303
Huntington National Bank
Huntington National Bank
Ohio
$25M -$6.08M 2 0.61% Reduced
304
AAM
AMI Asset Management
California
$24.9M +$1.11M 1 1.94% Increased
305
Oppenheimer & Co
Oppenheimer & Co
New York
$24.7M +$1.43M 2 0.67% Increased
306
Riverbridge Partners
Riverbridge Partners
Minnesota
$24.7M -$480K 1 0.44% Reduced
307
WBC
Westpac Banking Corp
Australia
$24.7M -$1.32M 1 0.21% Reduced
308
TGA
Trilogy Global Advisors
Florida
$24.6M +$11.4M 1 0.53% Increased
309
FMW
Farr Miller & Washington
District of Columbia
$24.5M +$7.63M 1 2.82% Increased
310
CC
Curian Capital
Colorado
$24.2M +$2.51M 1 0.4% Increased
311
CC
Carlson Capital
Texas
$24M -$82.8M 1 0.27% Reduced
312
MUFG Americas
MUFG Americas
New York
$23.9M -$1.48M 1 0.8% Reduced
313
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$22.6M +$21.1M 2 0.05% Increased
314
HM Payson & Co
HM Payson & Co
Maine
$22.3M -$3.4M 1 1.12% Reduced
315
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$21.9M -$198K 1 0.49% Reduced
316
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$21.8M -$11.7M 1 0.18% Reduced
317
WesBanco Bank
WesBanco Bank
West Virginia
$21.3M -$412K 1 1.18% Reduced
318
People's United Financial
People's United Financial
Connecticut
$21.3M +$1.12M 1 1.08% Increased
319
ACM
Alta Capital Management
Utah
$21.1M -$7.29M 1 1.8% Reduced
320
CIA
CCM Investment Advisers
South Carolina
$21.1M -$2.95M 1 2.06% Reduced
321
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$21M -$31.6M 1 0.16% Reduced
322
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$21M $0 1 0.1% Maintained
323
Utah Retirement Systems
Utah Retirement Systems
Utah
$20.9M +$677K 1 0.55% Increased
324
FFA
First Foundation Advisors
California
$20.9M +$2.03M 1 1.75% Increased
325
TAM
Tiverton Asset Management
Delaware
$20.8M -$49.3M 1 0.42% Reduced