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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
Nuveen
Nuveen
North Carolina
$25.4M -$260K 1 0.15% Reduced
352
WesBanco Bank
WesBanco Bank
West Virginia
$25.2M +$189K 1 1.43% Increased
353
GIG
Goodnow Investment Group
Connecticut
$25M +$136K 1 3.93% Increased
354
MAA
Matrix Asset Advisors
New York
$24.9M +$33.2K 1 2.98% Increased
355
HM Payson & Co
HM Payson & Co
Maine
$24.5M +$23.1M 1 1.3% Increased
356
Utah Retirement Systems
Utah Retirement Systems
Utah
$24.5M +$166K 1 0.71% Increased
357
RI
Redwood Investments
Massachusetts
$24.4M +$2.74M 2 3.51% Increased
358
RGI
River Global Investors
United Kingdom
$23.9M -$1.68M 1 5.6% Reduced
359
CC
Curian Capital
Colorado
$23.9M -$3.61M 1 0.42% Reduced
360
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$23.8M +$59.9K 1 0.13% Increased
361
SCM
Sandler Capital Management
New York
$23.8M +$22.7M 1 0.84% New
362
ACP
Ashfield Capital Partners
California
$23.6M -$15.7M 1 1.14% Reduced
363
CAM
Capstone Asset Management
Texas
$23.5M +$1.18M 1 0.72% Increased
364
LIA
LS Investment Advisors
Michigan
$23.2M -$1.06M 1 1.9% Reduced
365
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$22.7M -$30M 1 0.81% Reduced
366
DILH
Dai-ichi Life Holdings
Japan
$22.5M +$237K 1 0.71% Increased
367
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$22.3M +$1.34M 1 3.5% Increased
368
Old National Bancorp
Old National Bancorp
Indiana
$22.2M -$2.32M 1 2.04% Reduced
369
RCM
Raging Capital Management
New Jersey
$22.2M +$4.83M 1 3.92% Increased
370
CC
Crosslink Capital
California
$21.8M +$10.5M 1 2.11% Increased
371
ALA
Atherton Lane Advisers
California
$21.7M +$181K 1 1.34% Increased
372
OA
Oak Associates
Ohio
$21.7M -$1.84M 1 2.68% Reduced
373
ICAP
Independence Capital Asset Partners
Colorado
$21.6M +$1.42M 1 3.59% Increased
374
VCM
Vision Capital Management
Oregon
$21.6M -$827K 1 2.63% Reduced
375
RIL
Rothschild Investment LLC
Illinois
$21.5M -$454K 1 2.91% Reduced