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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
376
Asset Management One
Asset Management One
Japan
$21.5M +$1.63M 1 0.34% Increased
377
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$21.4M -$474K 1 0.56% Reduced
378
Riverbridge Partners
Riverbridge Partners
Minnesota
$21.4M +$1.1M 1 0.39% Increased
379
BKBG
BHF Kleinwort Benson Group
Belgium
$21.2M +$19.3M 1 0.61% Increased
380
CEP
Chicago Equity Partners
Illinois
$21.1M +$8.35M 1 0.58% Increased
381
Federated Hermes
Federated Hermes
Pennsylvania
$21.1M -$355K 2 0.07% Reduced
382
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$21.1M +$2.58M 2 0.29% Increased
383
Chilton Capital Management
Chilton Capital Management
Texas
$21.1M +$53.5K 1 2.21% Increased
384
People's United Financial
People's United Financial
Connecticut
$21M -$1.58M 1 1.26% Reduced
385
AC
Amici Capital
New York
$20.9M -$42.4M 1 0.68% Reduced
386
BP
Banyan Partners
Florida
$20.6M -$1.56M 1 1.77% Reduced
387
SL
Summitry LLC
California
$20.5M +$717K 1 2.65% Increased
388
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$20.3M +$570K 1 0.12% Increased
389
Gotham Asset Management
Gotham Asset Management
New York
$20.3M +$4.75M 2 0.3% Increased
390
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$20.2M -$1.86M 2 0.58% Reduced
391
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$20.2M +$954K 1 2.46% Increased
392
SIC
Schwartz Investment Counsel
Michigan
$20.1M +$60.2K 1 1.5% Increased
393
ECM
Estabrook Capital Management
New York
$19.9M -$231K 1 2.03% Reduced
394
Commerce Bank
Commerce Bank
Missouri
$19.9M +$135K 1 0.34% Increased
395
FFA
First Foundation Advisors
California
$19.8M -$1.33M 1 2.45% Reduced
396
Fiduciary Trust
Fiduciary Trust
Massachusetts
$19.6M +$462K 1 0.87% Increased
397
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$19.5M +$18.6M 1 0.73% Increased
398
ORI
Oak Ridge Investments
Illinois
$19.5M -$363K 1 0.49% Reduced
399
LHC
Levy Harkins & Co
New York
$19.4M -$503K 1 7.04% Reduced
400
PIM
Provident Investment Management
Michigan
$19.3M +$161K 1 4.79% Increased