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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
TI
Think Investments
California
$30.8M +$16M 1 11.35% Increased
177
Tocqueville Asset Management
Tocqueville Asset Management
New York
$30.4M +$917K 1 0.75% Increased
178
CCM
Compass Capital Management
Minnesota
$29M +$1.26M 1 3.75% Increased
179
Cincinnati Insurance
Cincinnati Insurance
Ohio
$28.9M $0 1 0.9% Maintained
180
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$28.8M +$12.4M 2 0.45% Increased
181
Macquarie Group
Macquarie Group
Australia
$28.3M +$9.57M 2 0.06% Increased
182
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$28.1M -$2.57M 2 0.31% Reduced
183
RCW
Rheos Capital Works
Japan
$28.1M -$70.4M 1 2.98% Reduced
184
River Road Asset Management
River Road Asset Management
Kentucky
$27.7M -$1.07M 1 0.62% Reduced
185
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$27.6M -$2.43M 2 0.63% Reduced
186
DK
Darrell & King
Virginia
$27.3M +$33.1M 1 6.39% New
187
CF
Cypress Funds
California
$27.1M +$28.5M 1 5.66% Increased
188
OA
Oak Associates
Ohio
$27M -$816K 2 2.21% Reduced
189
HighTower Advisors
HighTower Advisors
Illinois
$26.6M +$2.82M 1 0.17% Increased
190
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$26.2M -$1.64M 1 0.37% Reduced
191
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$26M -$9.92M 1 0.2% Reduced
192
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$25.9M +$2.31M 1 0.51% Increased
193
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$25.9M -$162M 2 0.07% Reduced
194
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$25.1M -$10M 1 0.18% Reduced
195
Artisan Partners
Artisan Partners
Wisconsin
$24.4M -$48.7K 1 0.05% Reduced
196
R.M. Davis Inc
R.M. Davis Inc
Maine
$24.3M +$1.78M 1 1.01% Increased
197
Vaughan David Investments
Vaughan David Investments
Illinois
$24.1M -$170K 1 1.12% Reduced
198
Advisors Capital Management
Advisors Capital Management
New Jersey
$24.1M +$8.53M 1 1.53% Increased
199
Arizona State Retirement System
Arizona State Retirement System
Arizona
$23.9M +$7.12M 2 0.41% Increased
200
NAM
NorthCoast Asset Management
Connecticut
$23.9M +$25.2M 1 1.53% Increased