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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
426
Huntington National Bank
Huntington National Bank
Ohio
$13.8M +$14.4M 1 0.43% New
427
CI Global Investments
CI Global Investments
California
$13.7M +$13.2M 2 0.63% New
428
TI
Turner Investments
Pennsylvania
$13.7M +$14.3M 1 0.18% New
429
FMW
Farr Miller & Washington
District of Columbia
$13.6M +$14.2M 1 2.23% New
430
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$13.6M +$14.2M 1 1.95% New
431
CA
Cortland Associates
Missouri
$13.5M +$14.1M 1 3.07% New
432
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$13.2M +$13.8M 1 1.46% New
433
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$13.2M +$13.7M 1 2.37% New
434
LRPA
L. Roy Papp & Associates
Arizona
$13.2M +$13.7M 1 3.27% New
435
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$13.1M +$13.7M 1 0.7% New
436
EA
Euclid Advisors
Connecticut
$13.1M +$13.7M 1 0.17% New
437
BIM
BRC Investment Management
Colorado
$13.1M +$13.7M 1 2.35% New
438
M&T Bank
M&T Bank
New York
$13.1M +$13.7M 1 0.64% New
439
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$13M +$13.6M 1 1.1% New
440
Mutual of America Capital Management
Mutual of America Capital Management
New York
$12.9M +$13.4M 1 0.38% New
441
ZA
Zweig Advisers
Connecticut
$12.8M +$13.4M 1 1.97% New
442
Destination Wealth Management
Destination Wealth Management
California
$12.7M +$13.3M 1 1.56% New
443
JCM
Jag Capital Management
Missouri
$12.7M +$13.3M 1 3.1% New
444
Sands Capital Management
Sands Capital Management
Virginia
$12.7M +$13.2M 1 0.04% New
445
Riverbridge Partners
Riverbridge Partners
Minnesota
$12.6M +$13.2M 1 0.32% New
446
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$12.6M +$13.2M 1 0.22% New
447
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$12.6M +$13.2M 1 0.25% New
448
Two Sigma Advisers
Two Sigma Advisers
New York
$12.5M +$13M 2 0.18% New
449
GA
Geneva Advisors
Illinois
$12.5M +$13.1M 1 0.29% New
450
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$12.5M +$13M 1 0.66% New