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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	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$45.8M	-$3.49M	1	1.91%	Reduced
202	Mawer Investment Management Calgary, Alberta, Canada	$45.6M	+$88.7K	1	0.48%	Increased
203	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$45.5M	+$9.19M	1	0.57%	Increased
204	Truist Financial Charlotte, North Carolina	$45.2M	-$179K	1	0.93%	Reduced
205	DF Dent & Co Baltimore, Maryland	$45.1M	-$2.5M	1	1.25%	Reduced
206	HP Holowesko Partners Nassau, Bahamas	$45M	-$35.6M	1	4.02%	Reduced
207	South Dakota Investment Council Sioux Falls, South Dakota	$44.9M	-$1.14M	1	0.93%	Reduced
208	Aperio Group Sausalito, California	$44.8M	+$2.75M	2	0.32%	Increased
209	Envestnet Asset Management Chicago, Illinois	$44.3M	-$7M	1	0.17%	Reduced
210	Fred Alger Management New York	$44.2M	+$37.8M	1	0.23%	Increased
211	Glenmede Trust Philadelphia, Pennsylvania	$43.9M	+$3.57M	2	0.25%	Increased
212	Van Berkom & Associates Montreal, Quebec, Canada	$43.8M	-$7.19M	1	1.86%	Reduced
213	JP Morgan Private Wealth Advisors San Francisco, California	$43.5M	-$1.38M	1	0.41%	Reduced
214	Point72 Asset Management Stamford, Connecticut	$43.1M	+$38.2M	1	0.3%	New
215	CCMH Cornerstone Capital Management Holdings New York	$42.7M	-$5.22M	1	0.32%	Reduced
216	SoftBank Group Tokyo, Japan	$42.3M	$0	1	0.19%	Maintained
217	SAM Shell Asset Management The Hague, Netherlands	$42.1M	-$4.56M	2	0.87%	Reduced
218	Nisa Investment Advisors St. Louis, Missouri	$41.5M	+$1.41M	1	0.54%	Increased
219	Flossbach Von Storch Cologne, Germany	$41M	+$1.62M	1	0.68%	Increased
220	Check Capital Management Costa Mesa, California	$40.8M	+$884K	1	3.19%	Increased
221	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$40.5M	+$9.4M	1	2.22%	Increased
222	Country Trust Bank Bloomington, Illinois	$40.4M	-$836K	1	2.09%	Reduced
223	JCM Janney Capital Management Pittsburgh, Pennsylvania	$40.2M	-$815K	1	1.82%	Reduced
224	ING Group Amsterdam, Netherlands	$40.1M	+$21.4M	1	0.48%	Increased
225	British Columbia Investment Management Victoria, British Columbia, Canada	$40.1M	-$6.07M	1	0.4%	Reduced