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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
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$16.4M +$1.92M 1 0.26% Increased
302
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$16.4M +$6.46M 1 0.11% Increased
303
Cohen & Steers
Cohen & Steers
New York
$16.4M -$227K 1 0.04% Reduced
304
FFA
First Foundation Advisors
California
$16.3M -$751K 2 1.17% Reduced
305
OA
Oak Associates
Ohio
$16.2M +$1.22M 2 1.95% Increased
306
TCM
Tetrem Capital Management
Manitoba, Canada
$16.2M +$15.9M 1 0.63% New
307
Old National Bancorp
Old National Bancorp
Indiana
$15.9M +$1.04M 1 0.9% Increased
308
KBC Group
KBC Group
Belgium
$15.5M +$3.85M 1 0.22% Increased
309
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$15.2M +$2.31M 1 1.05% Increased
310
DJSG
D.J. St. Germain
Massachusetts
$15M -$6.22K 1 2.1% Reduced
311
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$15M +$4.36M 1 0.52% Increased
312
Welch & Forbes
Welch & Forbes
Massachusetts
$15M -$2.18M 1 0.46% Reduced
313
NTC
NF Trinity Capital
Hong Kong
$15M $0 1 1.64% Maintained
314
Meyer Handelman Company
Meyer Handelman Company
New York
$14.9M +$2.5M 1 0.67% Increased
315
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.9M +$1.92M 1 0.16% Increased
316
PTC
Petrus Trust Company
Texas
$14.9M -$117K 1 3.36% Reduced
317
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.9M -$1.22M 1 0.34% Reduced
318
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$14.7M +$18.4K 1 0.3% Increased
319
MAA
Matrix Asset Advisors
New York
$14.7M +$1.05M 1 2.86% Increased
320
CIA
CCM Investment Advisers
South Carolina
$14.6M +$14.4M 1 1.36% New
321
Advisors Capital Management
Advisors Capital Management
New Jersey
$14.6M +$160K 1 1.49% Increased
322
CCI
Columbus Circle Investors
$14.5M +$12.6M 1 0.15% New
323
Suntrust Banks
Suntrust Banks
Georgia
$14.4M -$8.64K 1 0.09% Reduced
324
Utah Retirement Systems
Utah Retirement Systems
Utah
$14.4M -$84.3K 1 0.38% Reduced
325
Gofen & Glossberg
Gofen & Glossberg
Illinois
$14M -$502K 1 0.58% Reduced