← All themes Artificial Intelligence

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
326
Washington Trust
Washington Trust
Rhode Island
$24.2M -$1.72M 1 1.94% Reduced
327
Los Angeles Capital Management
Los Angeles Capital Management
California
$24M +$608K 1 0.3% Increased
328
H
Hexavest
Quebec, Canada
$23.9M +$335K 1 0.36% Increased
329
Highbridge Capital Management
Highbridge Capital Management
New York
$23.6M +$3.12M 1 0.25% Increased
330
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$23.5M +$884K 1 0.28% Increased
331
Evercore Wealth Management
Evercore Wealth Management
New York
$23.5M +$501K 1 1.35% Increased
332
CIA
CCM Investment Advisers
South Carolina
$23.1M +$3.79M 1 2.3% Increased
333
Nuveen
Nuveen
North Carolina
$23M +$138K 1 0.15% Increased
334
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$23M -$981K 1 0.66% Reduced
335
RCM
Riverhead Capital Management
Delaware
$23M +$3.56M 1 0.75% Increased
336
LPL Financial
LPL Financial
California
$22.3M -$4.89M 2 0.15% Reduced
337
Polar Capital
Polar Capital
United Kingdom
$22.3M -$4.16M 1 0.59% Reduced
338
CBOA
Commonwealth Bank of Australia
Australia
$22M +$429K 1 0.16% Increased
339
CPIM
Columbia Partners Investment Management
Virginia
$22M +$800K 2 0.98% Increased
340
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$21.8M -$3.32M 1 0.11% Reduced
341
AAM
AMI Asset Management
California
$21.6M +$258K 1 3.12% Increased
342
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$21.6M -$492K 1 0.52% Reduced
343
WesBanco Bank
WesBanco Bank
West Virginia
$21.2M -$33.4K 1 1.31% Reduced
344
PineBridge Investments
PineBridge Investments
New York
$21.1M -$13.8M 1 0.65% Reduced
345
Old National Bancorp
Old National Bancorp
Indiana
$21.1M -$112K 1 2.17% Reduced
346
South Texas Money Management
South Texas Money Management
Texas
$20.9M -$252K 1 1.62% Reduced
347
CHCM
Columbus Hill Capital Management
New Jersey
$20.9M +$20.3M 1 1.13% New
348
Oppenheimer & Co
Oppenheimer & Co
New York
$20.8M -$645K 2 0.73% Reduced
349
Utah Retirement Systems
Utah Retirement Systems
Utah
$20.8M -$170K 1 0.67% Reduced
350
VCM
Vision Capital Management
Oregon
$20.6M +$4.08M 1 2.43% Increased