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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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.2M -$2.26M 2 0.12% Reduced
302
BIM
Barton Investment Management
Pennsylvania
$15.1M +$2.99M 1 4.13% Increased
303
BA
Boston Advisors
Massachusetts
$15M +$1.53M 1 0.37% Increased
304
Federated Hermes
Federated Hermes
Pennsylvania
$14.6M +$7.98M 2 0.05% Increased
305
VanEck Associates
VanEck Associates
New York
$14.6M -$41M 1 0.1% Reduced
306
QIM
Quest Investment Management
Oregon
$14.6M -$107K 1 2.01% Reduced
307
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$14.5M +$9.4M 1 0.14% Increased
308
PTC
Petrus Trust Company
Texas
$14.3M +$931K 1 2.95% Increased
309
DJSG
D.J. St. Germain
Massachusetts
$14.3M +$615K 1 2.05% Increased
310
NTC
NF Trinity Capital
Hong Kong
$14.3M $0 1 1.73% Maintained
311
OA
Oak Associates
Ohio
$14.3M +$258K 2 1.75% Increased
312
Old National Bancorp
Old National Bancorp
Indiana
$14.1M +$302K 1 0.83% Increased
313
Mutual of America Capital Management
Mutual of America Capital Management
New York
$14.1M +$2.43M 2 0.31% Increased
314
NEI
Northwest & Ethical Investments
Ontario, Canada
$14.1M +$1.5M 1 0.95% Increased
315
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$14M +$768K 1 0.31% Increased
316
Utah Retirement Systems
Utah Retirement Systems
Utah
$13.8M +$53.6K 1 0.38% Increased
317
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$13.8M +$5.86M 1 0.22% Increased
318
Gofen & Glossberg
Gofen & Glossberg
Illinois
$13.8M +$63.3K 1 0.59% Increased
319
Suntrust Banks
Suntrust Banks
Georgia
$13.8M -$870K 1 0.09% Reduced
320
PEAK6 Group
PEAK6 Group
Illinois
$13.8M +$204K 2 0.11% Increased
321
Advisors Capital Management
Advisors Capital Management
New Jersey
$13.7M +$10.3M 1 1.39% Increased
322
Oppenheimer & Co
Oppenheimer & Co
New York
$13.5M -$1.04M 1 0.41% Reduced
323
Bridgewater Associates
Bridgewater Associates
Connecticut
$13.2M +$1.96M 1 0.17% Increased
324
MIS
Morningstar Investment Services
Illinois
$13.2M +$587K 1 0.45% Increased
325
KLWA
Kelly Lawrence W & Associates
California
$13.1M +$1.12M 1 3.28% Increased