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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
DP
Dearborn Partners
Illinois
$15.3M +$541K 1 1.42% Increased
302
Swiss Life Asset Management
Swiss Life Asset Management
$15.2M +$3.98M 1 0.68% Increased
303
Advisors Asset Management
Advisors Asset Management
Colorado
$15M +$2.57M 2 0.24% Increased
304
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$14.9M +$1.39M 2 0.09% Increased
305
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$14.8M +$15.8M 1 0.29% New
306
OI
Oakbrook Investments
Illinois
$14.8M +$7.32M 1 0.95% Increased
307
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$14.7M -$16.5M 2 0.22% Reduced
308
Suntrust Banks
Suntrust Banks
Georgia
$14.4M -$2.09M 1 0.09% Reduced
309
QIM
Quest Investment Management
Oregon
$14.4M +$15.3M 1 1.95% New
310
Oppenheimer & Co
Oppenheimer & Co
New York
$14.2M +$2.91M 2 0.42% Increased
311
NTC
NF Trinity Capital
Hong Kong
$14M +$14.9M 1 1.59% New
312
ACM
Andor Capital Management
New York
$13.9M +$14.1M 1 1.99% New
313
OA
Oak Associates
Ohio
$13.8M +$913K 2 1.64% Increased
314
PEAK6 Group
PEAK6 Group
Illinois
$13.7M -$609K 2 0.09% Reduced
315
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.7M +$14.5M 1 0.18% New
316
CCM
Cadence Capital Management
Massachusetts
$13.6M +$2.04M 1 0.92% Increased
317
Old National Bancorp
Old National Bancorp
Indiana
$13.5M -$888K 1 0.8% Reduced
318
Utah Retirement Systems
Utah Retirement Systems
Utah
$13.5M -$1.2M 1 0.37% Reduced
319
Gofen & Glossberg
Gofen & Glossberg
Illinois
$13.4M -$2.32M 1 0.58% Reduced
320
WBC
Westpac Banking Corp
Australia
$13.4M -$2.11M 1 0.15% Reduced
321
DJSG
D.J. St. Germain
Massachusetts
$13.4M +$3.93M 1 2.01% Increased
322
Huntington National Bank
Huntington National Bank
Ohio
$13.1M -$2.78M 2 0.33% Reduced
323
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$13.1M -$68.6M 1 0.05% Reduced
324
OCBV
Ownership Capital B.V.
Netherlands
$13.1M -$14.9M 1 2.18% Reduced
325
PTC
Petrus Trust Company
Texas
$13.1M +$1.85M 1 2.72% Increased