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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
YC
Yarbrough Capital
Tennessee
$27.9M $0 1 1.21% Maintained
327
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$27.6M -$110K 1 0.86% Reduced
328
GHA
GW Henssler & Associates
Georgia
$27.5M -$371K 1 1.62% Reduced
329
SAM
SP Asset Management
California
$27.5M -$221K 1 2.56% Reduced
330
TCW Group
TCW Group
California
$27.3M -$926K 1 0.28% Reduced
331
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$27.1M -$1.08M 2 0.12% Reduced
332
Twin Tree Management
Twin Tree Management
Texas
$27.1M +$24.7M 1 0.06% New
333
DP
DDD Partners
Washington
$27M +$2.08M 1 3.29% Increased
334
Pacer Advisors
Pacer Advisors
Pennsylvania
$26.9M -$413M 2 0.06% Reduced
335
TS
Tamar Securities
California
$26.7M +$813K 1 4.51% Increased
336
Yousif Capital Management
Yousif Capital Management
Michigan
$26.7M +$49.3K 1 0.3% Increased
337
CI Investments Inc
CI Investments Inc
Ontario, Canada
$26.6M -$1.59M 1 0.11% Reduced
338
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$26.5M -$2.79M 1 0.4% Reduced
339
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.4M +$24.1M 1 0.09% New
340
SIM
Sprucegrove Investment Management
Ontario, Canada
$26.2M +$15M 1 1.06% Increased
341
KeyBank National Association
KeyBank National Association
Ohio
$26.2M +$626K 1 0.11% Increased
342
SIMG
Sonora Investment Management Group
Arizona
$26.1M -$156K 1 2.04% Reduced
343
Welch & Forbes
Welch & Forbes
Massachusetts
$26M -$592K 1 0.36% Reduced
344
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$25.9M +$2.79M 1 0.27% Increased
345
SRC
Shufro Rose & Co
New York
$25.9M +$353K 2 2.14% Increased
346
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$25.9M +$257K 1 0.58% Increased
347
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$25.8M -$495K 1 0.5% Reduced
348
MIG
McGuire Investment Group
Rhode Island
$25.7M -$30.4K 1 3.75% Reduced
349
Busey Bank
Busey Bank
Illinois
$25.6M +$126K 1 0.91% Increased
350
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$25.5M -$840K 1 0.02% Reduced