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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
Westwood Holdings Group
Westwood Holdings Group
Texas
$64.7M -$115M 1 0.5% Reduced
202
NAM
NorthCoast Asset Management
Connecticut
$62.4M +$1.19M 1 3.07% Increased
203
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$62.3M -$50.6M 1 1.64% Reduced
204
Congress Asset Management
Congress Asset Management
Massachusetts
$62.2M +$47.7K 1 1.58% Increased
205
KBC Group
KBC Group
Belgium
$62M +$58.7M 1 0.74% Increased
206
Saturna Capital
Saturna Capital
Washington
$62M +$15.7K 1 1.62% Increased
207
Tocqueville Asset Management
Tocqueville Asset Management
New York
$61.8M +$8.99M 1 0.66% Increased
208
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$60.9M +$5.08M 1 0.41% Increased
209
AIG
American International Group
New York
$60.3M -$2.72M 2 0.26% Reduced
210
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$59.6M $0 1 3.64% Maintained
211
Winton Group
Winton Group
United Kingdom
$59.2M +$776K 1 0.73% Increased
212
PEAK6 Group
PEAK6 Group
Illinois
$58.6M +$51.5M 2 0.44% Increased
213
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$57.4M -$15.7M 1 0.29% Reduced
214
PAM
Private Asset Management
California
$57.3M -$53.5K 1 9.11% Reduced
215
Citadel Advisors
Citadel Advisors
Florida
$56.9M +$21.5M 1 0.06% Increased
216
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$56.7M -$17.3M 1 0.76% Reduced
217
Sentry Investments
Sentry Investments
Ontario, Canada
$56.1M $0 1 0.7% Maintained
218
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$55.8M +$13M 1 0.41% Increased
219
EA
Euclid Advisors
Connecticut
$55.6M +$3.38M 1 0.52% Increased
220
Gotham Asset Management
Gotham Asset Management
New York
$55.2M +$15.3M 2 0.45% Increased
221
Regions Financial Corp
Regions Financial Corp
Alabama
$55M -$1.9M 1 0.71% Reduced
222
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$54.5M +$232K 1 0.42% Increased
223
PDM
Penn Davis McFarland
Texas
$54.3M -$3.56M 1 11.91% Reduced
224
Capital Guardian Trust
Capital Guardian Trust
California
$54.2M -$3.38M 1 0.38% Reduced
225
First Trust Advisors
First Trust Advisors
Illinois
$53.9M +$2.26M 1 0.18% Increased