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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
Todd Asset Management
Todd Asset Management
Kentucky
$12.8M +$13.6M 1 0.41% New
302
BAM
Berkshire Asset Management
Pennsylvania
$12.7M -$1.47M 1 1.18% Reduced
303
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$12.4M +$13.2M 1 0.52% New
304
William Blair & Company
William Blair & Company
Illinois
$12.3M -$347K 2 0.09% Reduced
305
Creative Planning
Creative Planning
Kansas
$12.2M -$1.56M 1 0.05% Reduced
306
AL
Arnhold LLC
New York
$12.2M +$1.82M 1 2.27% Increased
307
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$12.1M -$44K 1 0.19% Reduced
308
Flossbach Von Storch
Flossbach Von Storch
Germany
$12.1M +$5.28M 1 0.11% Increased
309
CBOA
Commonwealth Bank of Australia
Australia
$12M +$802K 1 0.13% Increased
310
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12M -$59.7K 1 0.22% Reduced
311
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$11.9M +$789K 1 0.18% Increased
312
Capital Guardian Trust
Capital Guardian Trust
California
$11.8M -$2.3M 1 0.19% Reduced
313
Capital Investment Advisors
Capital Investment Advisors
Georgia
$11.7M +$1.09M 1 0.78% Increased
314
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$11.6M +$12.4M 1 0.29% New
315
PineBridge Investments
PineBridge Investments
New York
$11.6M +$1.26M 1 0.26% Increased
316
CISOA
Capital Investment Services of America
Wisconsin
$11.5M -$1.18M 1 2.05% Reduced
317
CC
Carlson Capital
Texas
$11.4M +$12.1M 1 0.18% New
318
Calamos Advisors
Calamos Advisors
Illinois
$11.2M +$1.79M 1 0.07% Increased
319
B
BP
United Kingdom
$11.2M +$850K 1 0.47% Increased
320
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$11M +$11.4M 1 0.28% Increased
321
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$10.8M -$3.39M 1 0.18% Reduced
322
GIM
Goelzer Investment Management
Indiana
$10.8M +$6.01K 1 1.38% Increased
323
PCR
Potrero Capital Research
California
$10.5M $0 1 7.35% Maintained
324
Raymond James Trust
Raymond James Trust
Florida
$10.4M +$124K 1 0.67% Increased
325
BCM
BTR Capital Management
California
$10.4M -$799K 1 2.19% Reduced