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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
Congress Asset Management
Congress Asset Management
Massachusetts
$55.6M -$2.41M 1 1.33% Reduced
202
Candriam SCA
Candriam SCA
Luxembourg
$55.3M -$15.3M 2 1.11% Reduced
203
Everett Harris & Co
Everett Harris & Co
California
$55M -$15.2M 1 1.89% Reduced
204
PAM
Private Asset Management
California
$53M -$467K 1 8.64% Reduced
205
First Trust Advisors
First Trust Advisors
Illinois
$52.7M +$2.49M 1 0.15% Increased
206
Tocqueville Asset Management
Tocqueville Asset Management
New York
$52.5M -$5.25M 2 0.62% Reduced
207
Sentry Investments
Sentry Investments
Ontario, Canada
$52.4M $0 1 0.66% Maintained
208
PDM
Penn Davis McFarland
Texas
$51.4M -$1.15M 1 10.87% Reduced
209
Wasatch Advisors
Wasatch Advisors
Utah
$51.2M +$52.1M 1 0.53% New
210
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$50.6M -$296K 1 0.37% Reduced
211
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$49.4M +$38.8M 2 0.68% Increased
212
Korea Investment Corp
Korea Investment Corp
South Korea
$49.2M +$2.78M 1 0.38% Increased
213
Calamos Advisors
Calamos Advisors
Illinois
$48.5M -$41.3M 1 0.3% Reduced
214
Regions Financial Corp
Regions Financial Corp
Alabama
$48.1M -$3.26M 1 0.62% Reduced
215
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$48M -$4.93M 1 0.63% Reduced
216
LSV Asset Management
LSV Asset Management
Illinois
$47.5M +$472K 1 0.1% Increased
217
Ninety One (UK)
Ninety One (UK)
United Kingdom
$46.7M -$47.2M 1 0.27% Reduced
218
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$46.6M -$34.6M 1 1.29% Reduced
219
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$44.1M -$149M 1 0.31% Reduced
220
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$43.9M -$4.18M 1 0.55% Reduced
221
AIM
Allen Investment Management
New York
$43.9M +$10.5M 1 3.21% Increased
222
SC
Stralem & Co
New York
$43.3M -$5.17M 1 2.42% Reduced
223
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$43.3M -$371K 1 1.45% Reduced
224
TPSF
Texas Permanent School Fund
Texas
$42.8M -$1.03M 1 0.47% Reduced
225
SoftBank Group
SoftBank Group
Japan
$42.8M $0 1 0.28% Maintained