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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
176
CCI
Columbus Circle Investors
$33.1M +$13.6M 1 1.22% Increased
177
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$32.9M +$467K 2 0.14% Increased
178
River Road Asset Management
River Road Asset Management
Kentucky
$32.9M -$3.1M 1 0.62% Reduced
179
Cincinnati Insurance
Cincinnati Insurance
Ohio
$32.6M $0 1 0.86% Maintained
180
CCM
Compass Capital Management
Minnesota
$32.6M +$495K 1 3.81% Increased
181
DP
Dearborn Partners
Illinois
$32.3M +$441K 1 1.87% Increased
182
PR
Payden & Rygel
California
$31.9M $0 1 2.17% Maintained
183
OA
Oak Associates
Ohio
$31.3M -$159K 1 1.93% Reduced
184
Robeco Schweiz
Robeco Schweiz
Switzerland
$31M -$25.1M 1 1.33% Reduced
185
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$30.4M +$6.46M 1 0.39% Increased
186
Artemis Investment Management
Artemis Investment Management
United Kingdom
$30.4M -$60.4M 1 0.42% Reduced
187
Glenmede Trust
Glenmede Trust
Pennsylvania
$30.3M -$464K 1 0.14% Reduced
188
Artisan Partners
Artisan Partners
Wisconsin
$29.9M +$1.25M 1 0.06% Increased
189
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$28.9M -$9.7M 2 0.03% Reduced
190
HighTower Advisors
HighTower Advisors
Illinois
$28.4M +$326K 1 0.15% Increased
191
TCW Group
TCW Group
California
$28.2M -$2.5M 1 0.32% Reduced
192
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$27.9M -$1.34M 2 0.44% Reduced
193
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$27.8M -$4.42M 1 0.33% Reduced
194
Swiss Life Asset Management
Swiss Life Asset Management
$27.7M -$5.18M 1 0.36% Reduced
195
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$27.6M +$204K 2 0.19% Increased
196
Vaughan David Investments
Vaughan David Investments
Illinois
$27.3M -$77.1K 1 1.05% Reduced
197
Great Lakes Advisors
Great Lakes Advisors
Illinois
$27.2M +$8.08M 2 0.6% Increased
198
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$27.1M +$100K 1 0.49% Increased
199
Calamos Advisors
Calamos Advisors
Illinois
$27M +$1.5M 1 0.15% Increased
200
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$27M -$388K 1 0.35% Reduced