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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
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$21.7M -$15.7M 2 0.44% Reduced
327
SteelPeak Wealth
SteelPeak Wealth
California
$21.7M +$5.87M 2 1.43% Increased
328
EULAV Asset Management
EULAV Asset Management
Florida
$21.7M +$4.4M 1 0.57% Increased
329
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$21.6M +$5.55M 1 0.12% Increased
330
GW&K Investment Management
GW&K Investment Management
Massachusetts
$21.5M -$3.82M 1 0.19% Reduced
331
Mercer Global Advisors
Mercer Global Advisors
Colorado
$21.4M +$2.43M 1 0.15% Increased
332
KeyBank National Association
KeyBank National Association
Ohio
$21.2M +$271K 1 0.09% Increased
333
TM
Tiger Management
New York
$21.1M $0 1 3.9% Maintained
334
MAA
Matrix Asset Advisors
New York
$21M +$928K 1 2.96% Increased
335
FFA
First Foundation Advisors
California
$21M +$48.1K 1 0.78% Increased
336
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$20.9M -$11.3M 2 0.16% Reduced
337
Profund Advisors
Profund Advisors
Maryland
$20.8M +$1.93M 1 0.7% Increased
338
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$20.8M -$896K 1 0.27% Reduced
339
MML Investors Services
MML Investors Services
Massachusetts
$20.8M +$1.37M 1 0.17% Increased
340
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$20.6M +$2.13M 1 0.77% Increased
341
GHA
GW Henssler & Associates
Georgia
$20.5M -$2.87M 1 1.42% Reduced
342
Mutual of America Capital Management
Mutual of America Capital Management
New York
$20.4M +$110K 1 0.2% Increased
343
Welch & Forbes
Welch & Forbes
Massachusetts
$20.3M -$65.1K 1 0.34% Reduced
344
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$20.3M $0 1 0.8% Maintained
345
SIM
Sonora Investment Management
Arizona
$20.2M -$47.1K 2 2.54% Reduced
346
Gofen & Glossberg
Gofen & Glossberg
Illinois
$20.1M +$1.42K 1 0.47% Increased
347
AE Wealth Management
AE Wealth Management
Kansas
$20.1M +$3.96M 2 0.17% Increased
348
Busey Bank
Busey Bank
Illinois
$20M +$282K 1 0.81% Increased
349
GIP
Greatmark Investment Partners
Georgia
$20M +$218K 1 3.74% Increased
350
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$19.9M $0 2 0.38% Maintained