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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
201
Ninety One (UK)
Ninety One (UK)
United Kingdom
$69.6M +$2.22M 1 0.4% Increased
202
Sit Investment Associates
Sit Investment Associates
Minnesota
$69.6M +$3.64M 1 1.18% Increased
203
OppenheimerFunds
OppenheimerFunds
New York
$69.3M -$47.8M 1 0.08% Reduced
204
KBC Group
KBC Group
Belgium
$69.3M +$12.7M 1 0.79% Increased
205
VOYA Investment Management
VOYA Investment Management
Georgia
$69.1M +$1.47M 2 0.16% Increased
206
Congress Asset Management
Congress Asset Management
Massachusetts
$68.4M -$5.81M 1 1.74% Reduced
207
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$67.5M -$564K 1 2.04% Reduced
208
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$67M +$1.09M 1 1.53% Increased
209
AQR Capital Management
AQR Capital Management
Connecticut
$66.5M +$1.69M 1 0.18% Increased
210
DL
Delta Lloyd
Netherlands
$66.5M -$1.03M 1 2.09% Reduced
211
AIG
American International Group
New York
$66.1M -$3.25M 2 0.29% Reduced
212
Saturna Capital
Saturna Capital
Washington
$66M $0 1 1.72% Maintained
213
Capital Guardian Trust
Capital Guardian Trust
California
$65.6M -$4.17M 1 0.45% Reduced
214
Suntrust Banks
Suntrust Banks
Georgia
$65.5M -$22.1M 1 0.45% Reduced
215
PDM
Penn Davis McFarland
Texas
$64.6M -$2.11M 1 12.65% Reduced
216
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$63.8M +$1.07M 1 1.08% Increased
217
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$63.6M $0 1 4.27% Maintained
218
Regions Financial Corp
Regions Financial Corp
Alabama
$63.5M -$1.27M 1 0.78% Reduced
219
PAM
Private Asset Management
California
$61.4M -$240K 1 9.88% Reduced
220
1832 Asset Management
1832 Asset Management
Ontario, Canada
$60.7M -$73.5M 1 0.19% Reduced
221
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$60.6M +$280K 1 0.86% Increased
222
AL
AJO LP
Pennsylvania
$59.9M +$1.96M 1 0.26% Increased
223
Sentry Investments
Sentry Investments
Ontario, Canada
$59.8M $0 1 0.74% Maintained
224
KCM
Kames Capital Management
United Kingdom
$58.7M +$4.51M 1 1.87% Increased
225
Comerica Bank
Comerica Bank
Texas
$58.1M -$11.1M 1 0.49% Reduced