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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
BA
Boston Advisors
Massachusetts
$13.1M +$13.9M 1 0.3% New
327
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$13M -$2.03M 1 1.34% Reduced
328
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$12.9M +$13.3M 1 0.35% Increased
329
MAI
Marble Arch Investments
New York
$12.8M $0 1 0.87% Maintained
330
RNC Capital Management
RNC Capital Management
California
$12.8M +$13.6M 1 1.28% New
331
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$12.7M -$1.57M 1 0.28% Reduced
332
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$12.6M -$1.81M 1 0.1% Reduced
333
JVBC
J.V. Bruni & Co
Colorado
$12.4M +$3.24M 1 2.45% Increased
334
MIS
Morningstar Investment Services
Illinois
$12.3M -$2.27M 1 0.49% Reduced
335
NPIT
National Penn Investors Trust
Pennsylvania
$12.3M -$191K 1 1.38% Reduced
336
NEI
Northwest & Ethical Investments
Ontario, Canada
$12.3M +$3.19M 1 0.88% Increased
337
Cohen & Steers
Cohen & Steers
New York
$12.2M +$8.37M 1 0.04% Increased
338
RCM
Riverhead Capital Management
Delaware
$12.1M -$2.54M 1 0.18% Reduced
339
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$12.1M -$14.3M 1 0.1% Reduced
340
RIL
Rothschild Investment LLC
Illinois
$12.1M -$104K 1 1.54% Reduced
341
OIMU
Orbis Investment Management (US)
California
$12M +$1.43M 1 10.34% Increased
342
SPC
Stewart & Patten Company
California
$11.9M +$43.2K 1 2.48% Increased
343
CIM
Calvert Investment Management
Maryland
$11.7M +$1.33M 1 0.53% Increased
344
Mutual of America Capital Management
Mutual of America Capital Management
New York
$11.7M -$1.3M 2 0.26% Reduced
345
BIM
Barton Investment Management
Pennsylvania
$11.7M -$1.99M 1 3.83% Reduced
346
KLWA
Kelly Lawrence W & Associates
California
$11.6M +$3.86M 1 2.63% Increased
347
MAA
Matrix Asset Advisors
New York
$11.6M -$7.55M 1 2.24% Reduced
348
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$11.5M +$11.3M 1 0.41% Increased
349
Destination Wealth Management
Destination Wealth Management
California
$11.5M -$287K 1 1.1% Reduced
350
GC
GMT Capital
Georgia
$11.4M +$10M 1 0.29% Increased