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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
RIL
Rothschild Investment LLC
Illinois
$15.7M -$1.27M 1 1.92% Reduced
352
ACM
Argent Capital Management
Missouri
$15.7M +$13.9M 1 0.67% New
353
Scout Investments
Scout Investments
Missouri
$15.6M -$2.35M 1 0.44% Reduced
354
CFM
Coronation Fund Managers
South Africa
$15.6M -$7.78M 1 0.57% Reduced
355
ABTD
Arvest Bank Trust Division
Oklahoma
$15.6M +$13.8M 1 1.29% New
356
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$15.6M +$7.76M 1 0.36% Increased
357
Asset Management One
Asset Management One
Japan
$15.3M +$1.2M 2 0.23% Increased
358
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$15.1M +$13.4M 1 0.54% New
359
HCM
Howland Capital Management
Massachusetts
$15.1M +$304 1 1.4% Increased
360
LIA
LS Investment Advisors
Michigan
$15M -$291K 1 1.11% Reduced
361
SPC
Stewart & Patten Company
California
$14.9M -$1.1M 1 2.92% Reduced
362
CIM
Contrarius Investment Management
Jersey
$14.9M -$518K 1 1.09% Reduced
363
QIM
Quest Investment Management
Oregon
$14.9M -$2.4M 1 1.95% Reduced
364
GHA
GW Henssler & Associates
Georgia
$14.8M -$212K 1 1.69% Reduced
365
DIA
Denver Investment Advisors
Colorado
$14.7M -$1.09M 1 0.65% Reduced
366
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$14.7M -$1.37M 1 0.13% Reduced
367
Wasatch Advisors
Wasatch Advisors
Utah
$14.7M -$1.15M 1 0.22% Reduced
368
PFM
Parsec Financial Management
North Carolina
$14.6M +$485K 1 1.32% Increased
369
GIM
Goelzer Investment Management
Indiana
$14.3M +$157K 2 1.93% Increased
370
Intact Investment Management
Intact Investment Management
Quebec, Canada
$14.2M -$2.57M 1 0.54% Reduced
371
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$14.2M -$8.24M 1 0.09% Reduced
372
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$14.1M +$109K 1 0.94% Increased
373
ERIM
Eagle Ridge Investment Management
Connecticut
$14M +$1.1M 1 3.11% Increased
374
CCM
Cadence Capital Management
Massachusetts
$13.8M -$448K 2 1.01% Reduced
375
MSA
Mason Street Advisors
Wisconsin
$13.7M +$91.2K 1 0.39% Increased