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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
326
Seizert Capital Partners
Seizert Capital Partners
Michigan
$30.9M +$31M 1 0.61% New
327
Gotham Asset Management
Gotham Asset Management
New York
$30.6M +$12.7M 2 0.38% Increased
328
Evercore Wealth Management
Evercore Wealth Management
New York
$30.6M +$446K 2 1.58% Increased
329
Royal London Asset Management
Royal London Asset Management
United Kingdom
$30.3M -$140K 1 0.7% Reduced
330
MUFG Americas
MUFG Americas
New York
$30.3M +$438K 1 0.99% Increased
331
Two Sigma Advisers
Two Sigma Advisers
New York
$30.2M +$23.9M 2 0.24% Increased
332
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$29.9M +$3.82M 2 1.75% Increased
333
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$29.6M -$9.92M 1 1.25% Reduced
334
D.E. Shaw & Co
D.E. Shaw & Co
New York
$29.2M -$13.4M 2 0.04% Reduced
335
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$28.9M -$8.82K 1 0.31% Reduced
336
RG
Renaissance Group
Kentucky
$28.8M -$1.14M 1 1.1% Reduced
337
Allstate Corporation
Allstate Corporation
Illinois
$28.7M +$13.2M 1 0.78% Increased
338
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$28.5M -$899K 1 2.98% Reduced
339
VFA
Virtus Fund Advisers
Connecticut
$28M +$28.1M 2 0.2% New
340
WBC
Westpac Banking Corp
Australia
$27.7M -$2.61M 1 0.27% Reduced
341
GMI
Greystone Managed Investments
Saskatchewan, Canada
$26.8M -$287K 1 0.49% Reduced
342
SEI Trust Company
SEI Trust Company
Pennsylvania
$26.8M -$18.3M 1 0.26% Reduced
343
AAM
AMI Asset Management
California
$26.7M -$159K 1 2.65% Reduced
344
LPL Financial
LPL Financial
California
$26.6M -$1.36M 2 0.16% Reduced
345
Oppenheimer & Co
Oppenheimer & Co
New York
$26.6M -$1.42M 1 0.8% Reduced
346
SIC
Schwartz Investment Counsel
Michigan
$26.6M +$6.37M 1 1.88% Increased
347
OI
Oakbrook Investments
Illinois
$26.4M -$4.72M 1 0.8% Reduced
348
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$26.3M +$6.2M 2 0.69% Increased
349
AWCI
Alpine Woods Capital Investors
New York
$26.2M +$453K 1 0.68% Increased
350
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$26.1M -$2.99M 1 0.62% Reduced