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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
Ariel Investments
Ariel Investments
Illinois
$11.8M +$2.18M 1 0.14% Increased
327
B
BP
United Kingdom
$11.8M +$2.57M 1 0.43% Increased
328
RIL
Rothschild Investment LLC
Illinois
$11.7M -$518K 1 1.33% Reduced
329
Welch & Forbes
Welch & Forbes
Massachusetts
$11.7M -$433K 1 0.33% Reduced
330
Old National Bancorp
Old National Bancorp
Indiana
$11.7M -$1.14M 1 0.64% Reduced
331
Scotia Capital
Scotia Capital
Ontario, Canada
$11.6M +$3.75M 1 0.2% Increased
332
SFG
Sather Financial Group
Texas
$11.6M +$805K 1 3.35% Increased
333
LIA
LS Investment Advisors
Michigan
$11.5M +$315K 1 0.7% Increased
334
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$11.5M -$1.35M 1 0.32% Reduced
335
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$11.4M +$444K 1 0.07% Increased
336
DIA
Denver Investment Advisors
Colorado
$11.4M +$838 1 0.5% Increased
337
Ninety One (UK)
Ninety One (UK)
United Kingdom
$11.4M +$1.51M 1 0.05% Increased
338
MSA
Mason Street Advisors
Wisconsin
$11.3M +$52.3K 1 0.28% Increased
339
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$11.3M -$889K 1 0.18% Reduced
340
CAM
Capco Asset Management
Florida
$11.3M +$307K 1 9.86% Increased
341
Huntington National Bank
Huntington National Bank
Ohio
$11.2M -$1.21M 2 0.2% Reduced
342
MAM
Myriad Asset Management
Hong Kong
$11M +$11.2M 1 0.77% New
343
BAM
Berkshire Asset Management
Pennsylvania
$10.9M +$1.66M 1 1.24% Increased
344
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$10.9M +$657K 1 1.45% Increased
345
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$10.8M -$11.7M 1 0.18% Reduced
346
Jefferies Group
Jefferies Group
New York
$10.8M +$5.98M 1 0.07% Increased
347
Nomura Holdings
Nomura Holdings
Japan
$10.7M +$1.73K 1 0.03% Increased
348
GIM
Goelzer Investment Management
Indiana
$10.7M +$54.1K 1 1.31% Increased
349
Daiwa Securities Group
Daiwa Securities Group
Japan
$10.6M -$3.53M 2 0.07% Reduced
350
NPA
Nichols & Pratt Advisers
Massachusetts
$10.6M +$14.5K 1 0.97% Increased