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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
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$54M -$5.77M 1 0.63% Reduced
177
Smead Capital Management
Smead Capital Management
Arizona
$52.5M -$15.1M 1 3.33% Reduced
178
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$52.4M -$19M 1 1.48% Reduced
179
DP
Dearborn Partners
Illinois
$52.1M -$90.4K 1 2.59% Reduced
180
CIBC World Market
CIBC World Market
Ontario, Canada
$52M +$17.2M 1 0.23% Increased
181
SCM
Sirios Capital Management
Massachusetts
$51.8M +$9.04M 1 4.22% Increased
182
Antipodes Partners
Antipodes Partners
Australia
$51.1M -$19.2M 1 2.34% Reduced
183
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$50.6M -$13M 1 0.99% Reduced
184
Royal London Asset Management
Royal London Asset Management
United Kingdom
$50.5M -$469K 1 0.31% Reduced
185
Cincinnati Insurance
Cincinnati Insurance
Ohio
$50.3M $0 1 1.28% Maintained
186
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$49.8M +$2.53M 2 0.35% Increased
187
WBC
Westpac Banking Corp
Australia
$49.5M +$13.7M 1 0.67% Increased
188
CAM
Contour Asset Management
New York
$49.5M +$44.9M 1 2.01% New
189
RCW
Rheos Capital Works
Japan
$48.9M -$2.19M 1 3.99% Reduced
190
Select Equity Group
Select Equity Group
New York
$48.9M +$33.7M 1 0.24% Increased
191
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$48.2M -$975K 2 0.39% Reduced
192
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$48M +$6.05M 1 0.54% Increased
193
Commerce Bank
Commerce Bank
Missouri
$47.6M +$37.5M 1 0.43% Increased
194
CF
Cypress Funds
California
$47.1M $0 1 5.03% Maintained
195
R.M. Davis Inc
R.M. Davis Inc
Maine
$46.8M +$1.96M 1 1.53% Increased
196
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$46.5M +$3.59M 1 0.26% Increased
197
Glenmede Trust
Glenmede Trust
Pennsylvania
$46.3M -$1.48M 1 0.28% Reduced
198
Munro Partners
Munro Partners
Australia
$45.7M +$41.4M 1 2.98% New
199
OA
Oak Associates
Ohio
$45.6M -$216K 2 3.05% Reduced
200
Conning Inc
Conning Inc
Connecticut
$45.3M -$15.6M 1 1.59% Reduced