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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
351
AAM
AMI Asset Management
California
$23.9M +$57.8K 1 2.63% Increased
352
CI Investments Inc
CI Investments Inc
Ontario, Canada
$23.8M +$1.19M 1 0.26% Increased
353
IAM
Impala Asset Management
Florida
$23.8M +$22.6M 1 1.07% New
354
WesBanco Bank
WesBanco Bank
West Virginia
$23.5M +$148K 1 1.34% Increased
355
MAA
Matrix Asset Advisors
New York
$23.4M +$4.59M 1 2.84% Increased
356
GIG
Goodnow Investment Group
Connecticut
$23.4M +$3.72M 1 3.78% Increased
357
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$23.3M +$2.02M 1 1.5% Increased
358
RHJA
Rice Hall James & Associates
California
$23.3M +$14.2M 2 1.68% Increased
359
Old National Bancorp
Old National Bancorp
Indiana
$23.2M -$12.6K 1 2.12% Reduced
360
LIA
LS Investment Advisors
Michigan
$22.9M +$326K 1 2.07% Increased
361
Utah Retirement Systems
Utah Retirement Systems
Utah
$22.9M $0 1 0.68% Maintained
362
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$22.8M +$21.6M 1 0.52% New
363
abrdn Investment Management
abrdn Investment Management
United Kingdom
$22.4M +$13.9M 1 0.12% Increased
364
PCMF
Private Capital Management (Florida)
Florida
$22.4M -$11.4M 1 2.78% Reduced
365
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$22.4M $0 1 0.12% Maintained
366
OA
Oak Associates
Ohio
$22.2M +$21.1M 1 2.4% New
367
People's United Financial
People's United Financial
Connecticut
$21.4M +$206K 1 1.22% Increased
368
NG
NatWest Group
United Kingdom
$21.4M +$2.71M 1 0.54% Increased
369
WBC
Westpac Banking Corp
Australia
$21.2M +$8.55M 1 0.24% Increased
370
VCM
Vision Capital Management
Oregon
$21.1M -$1.48M 1 2.51% Reduced
371
CAM
Capstone Asset Management
Texas
$21M -$6.49M 1 0.61% Reduced
372
DILH
Dai-ichi Life Holdings
Japan
$21M -$185K 1 0.64% Reduced
373
BP
Banyan Partners
Florida
$20.9M +$6.33M 1 1.47% Increased
374
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$20.9M +$16.4M 2 0.64% Increased
375
RIL
Rothschild Investment LLC
Illinois
$20.7M -$534K 1 2.83% Reduced