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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
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$11.5M +$1.09M 1 0.01% Increased
377
Country Trust Bank
Country Trust Bank
Illinois
$11.5M -$10.7M 1 0.5% Reduced
378
Welch & Forbes
Welch & Forbes
Massachusetts
$11.5M -$911K 1 0.31% Reduced
379
GIM
Greylin Investment Management
Virginia
$11.5M -$23.5K 2 2.48% Reduced
380
Creative Planning
Creative Planning
Kansas
$11.4M -$597K 2 0.05% Reduced
381
SCI
SkyBridge Capital II
New York
$11.3M -$2.22M 1 3.75% Reduced
382
JCP
Jabre Capital Partners
Switzerland
$11.2M +$10.6M 1 2.32% New
383
PSCM
Prince Street Capital Management
New York
$11.2M -$61.1K 1 2.09% Reduced
384
B
BP
United Kingdom
$10.9M $0 1 0.39% Maintained
385
Nissay Asset Management
Nissay Asset Management
Japan
$10.9M +$10.3M 1 0.33% New
386
LSV Asset Management
LSV Asset Management
Illinois
$10.8M -$193M 1 0.02% Reduced
387
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$10.8M $0 1 0.29% Maintained
388
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$10.7M $0 1 0.28% Maintained
389
Daiwa Securities Group
Daiwa Securities Group
Japan
$10.7M -$2.22M 2 0.08% Reduced
390
Cerity Partners
Cerity Partners
New York
$10.7M +$3.29M 2 0.71% Increased
391
VCA
Verdence Capital Advisors
Maryland
$10.6M +$10.1M 1 2.53% New
392
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.5M $0 1 0.07% Maintained
393
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$10.5M -$307K 2 0.47% Reduced
394
DY
Dowling & Yahnke
California
$10.5M +$65.3K 1 0.95% Increased
395
TBA
Tower Bridge Advisors
Pennsylvania
$10.1M -$1.32M 1 1.09% Reduced
396
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$10.1M -$2.11M 1 0.05% Reduced
397
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$10M +$39.5K 2 0.03% Increased
398
Achmea Investment Management
Achmea Investment Management
Netherlands
$10M +$1.09M 1 0.34% Increased
399
DIA
Denver Investment Advisors
Colorado
$10M -$1.48M 2 0.5% Reduced
400
CISOA
Capital Investment Services of America
Wisconsin
$10M +$34.6K 1 1.59% Increased