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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
William Blair & Company
William Blair & Company
Illinois
$15.9M -$157K 2 0.1% Reduced
302
CAM
Capco Asset Management
Florida
$15.8M +$531K 1 10.12% Increased
303
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$15.5M -$27.6M 1 0.04% Reduced
304
DZ Bank
DZ Bank
Germany
$15.5M +$10M 1 0.06% Increased
305
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$15.3M -$3.93M 1 0.2% Reduced
306
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$15.3M -$52.6K 1 0.18% Reduced
307
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.2M -$151K 1 0.24% Reduced
308
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$15.2M -$737K 2 0.26% Reduced
309
Profund Advisors
Profund Advisors
Maryland
$15.1M -$13.7M 1 0.57% Reduced
310
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.7M +$11.8M 1 0.13% Increased
311
Nomura Holdings
Nomura Holdings
Japan
$14.6M -$17.5M 1 0.05% Reduced
312
CBOA
Commonwealth Bank of Australia
Australia
$14.2M -$178K 1 0.14% Reduced
313
MSA
Mason Street Advisors
Wisconsin
$14.2M -$678K 1 0.29% Reduced
314
RA
RiverPark Advisors
New York
$14.2M -$7.64M 1 3.4% Reduced
315
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$14.2M +$1.54M 1 0.02% Increased
316
HM Payson & Co
HM Payson & Co
Maine
$14.1M -$7.67M 1 0.63% Reduced
317
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$14.1M +$41.2K 1 0.09% Increased
318
BCM
BTR Capital Management
California
$14.1M -$44.5K 1 2.45% Reduced
319
Franklin Resources
Franklin Resources
California
$14M -$32.6M 1 0.01% Reduced
320
Oppenheimer & Co
Oppenheimer & Co
New York
$14M +$4.18M 2 0.36% Increased
321
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$13.8M -$914K 1 0.28% Reduced
322
Howard Capital Management
Howard Capital Management
Georgia
$13.7M $0 1 1.32% Maintained
323
IIA
IPG Investment Advisors
California
$13.7M -$123K 1 4.42% Reduced
324
GIM
Goelzer Investment Management
Indiana
$13.7M -$253K 1 1.52% Reduced
325
SSG
Summit Securities Group
New York
$13.6M +$3.44M 1 5.05% Increased