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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
CIA
CCM Investment Advisers
South Carolina
$26.1M -$105K 1 2.39% Reduced
352
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$26M +$25.8M 1 0.28% Increased
353
HM Payson & Co
HM Payson & Co
Maine
$25.7M +$1.11M 1 1.32% Increased
354
TIP
Torray Investment Partners
Maryland
$25.5M +$15.4M 1 2.58% Increased
355
Washington Trust
Washington Trust
Rhode Island
$25.1M -$634K 1 1.84% Reduced
356
WesBanco Bank
WesBanco Bank
West Virginia
$25M -$291K 1 1.39% Reduced
357
GIG
Goodnow Investment Group
Connecticut
$24.9M -$184K 1 3.74% Reduced
358
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.8M -$1.61M 2 0.36% Reduced
359
Nuveen
Nuveen
North Carolina
$24.8M -$816K 2 0.15% Reduced
360
Riverbridge Partners
Riverbridge Partners
Minnesota
$24.7M +$3.21M 1 0.43% Increased
361
Maverick Capital
Maverick Capital
Texas
$24.6M -$130M 1 0.35% Reduced
362
MAA
Matrix Asset Advisors
New York
$24.6M -$410K 1 2.8% Reduced
363
AIM
Allen Investment Management
New York
$23.9M +$11.1M 1 2.51% Increased
364
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$23.9M +$21.1K 1 0.13% Increased
365
RHJA
Rice Hall James & Associates
California
$23.7M +$2.33M 2 1.6% Increased
366
Utah Retirement Systems
Utah Retirement Systems
Utah
$23.2M -$1.4M 1 0.66% Reduced
367
ACP
Ashfield Capital Partners
California
$23M -$743K 1 1.08% Reduced
368
Old National Bancorp
Old National Bancorp
Indiana
$22.6M +$312K 1 1.71% Increased
369
RCM
Raging Capital Management
New Jersey
$22.5M +$3.36M 1 2.39% Increased
370
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$22.5M +$115K 1 3.22% Increased
371
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$22.4M +$874K 1 0.56% Increased
372
RS Investment Management
RS Investment Management
California
$22.2M +$15.9M 2 0.19% Increased
373
OA
Oak Associates
Ohio
$21.9M +$147K 1 2.68% Increased
374
Natixis
Natixis
France
$21.8M +$21.9M 1 0.26% New
375
DILH
Dai-ichi Life Holdings
Japan
$21.7M -$919K 1 0.67% Reduced