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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
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$18.9M $0 1 0.09% Maintained
327
CEI
Clark Estates Inc
New York
$18.9M +$3.21M 1 3.05% Increased
328
GH
GAM Holding
Switzerland
$18.9M +$6.66M 1 0.27% Increased
329
TAM
Tiverton Asset Management
Delaware
$18.8M $0 1 0.37% Maintained
330
Destination Wealth Management
Destination Wealth Management
California
$18.7M +$6.01M 1 1.23% Increased
331
CAM
Coronation Asset Management
South Africa
$18.5M +$2.52M 1 0.81% Increased
332
BIM
Barton Investment Management
Pennsylvania
$18.4M -$6.47M 1 6.53% Reduced
333
WesBanco Bank
WesBanco Bank
West Virginia
$18.4M -$934K 1 1.02% Reduced
334
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$18.3M -$677K 1 0.11% Reduced
335
Utah Retirement Systems
Utah Retirement Systems
Utah
$18.2M -$778K 1 0.48% Reduced
336
Old National Bancorp
Old National Bancorp
Indiana
$18.1M +$466K 1 1.02% Increased
337
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$18.1M -$8.27M 1 0.01% Reduced
338
Trillium Asset Management
Trillium Asset Management
Massachusetts
$17.9M +$165K 1 1.15% Increased
339
DP
Dearborn Partners
Illinois
$17.7M +$551K 1 1.71% Increased
340
MVIP
Mar Vista Investment Partners
California
$17.4M -$223K 1 0.96% Reduced
341
KBC Group
KBC Group
Belgium
$17.4M -$15.6M 1 0.22% Reduced
342
OA
Oak Associates
Ohio
$17.3M -$1.56M 2 2.1% Reduced
343
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$17.1M +$16.3M 1 2.72% Increased
344
Marshall Wace
Marshall Wace
United Kingdom
$16.8M +$14.9M 2 0.22% Increased
345
JCM
Janney Capital Management
Pennsylvania
$16.3M +$182K 1 0.7% Increased
346
FCM
Firsthand Capital Management
California
$16.1M -$1.75M 2 10.15% Reduced
347
DJSG
D.J. St. Germain
Massachusetts
$16.1M -$119K 1 2.43% Reduced
348
PFM
Parsec Financial Management
North Carolina
$16.1M +$121K 1 1.62% Increased
349
MFBTD
MB Financial Bank - Trust Department
Illinois
$16M +$2.47M 1 1.97% Increased
350
NPIT
National Penn Investors Trust
Pennsylvania
$16M +$123K 1 1.72% Increased