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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
R.M. Davis Inc
R.M. Davis Inc
Maine
$49.2M -$3.43M 1 1.25% Reduced
202
Aberdeen Group
Aberdeen Group
United Kingdom
$48.2M +$1.62M 1 0.12% Increased
203
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$47.9M -$12.9M 2 0.33% Reduced
204
OA
Oak Associates
Ohio
$47.1M +$497 2 3.87% Increased
205
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$46.1M +$18.6M 2 0.28% Increased
206
DP
Dearborn Partners
Illinois
$45.9M +$769K 1 1.81% Increased
207
Bridgewater Associates
Bridgewater Associates
Connecticut
$45.5M +$32.9M 1 0.28% Increased
208
Creative Planning
Creative Planning
Kansas
$44.9M -$11.7K 1 0.06% Reduced
209
Vaughan David Investments
Vaughan David Investments
Illinois
$44.7M -$323K 1 1.35% Reduced
210
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$44.5M -$3.73M 1 0.54% Reduced
211
Advisors Capital Management
Advisors Capital Management
New Jersey
$44.4M +$4.08M 1 1.15% Increased
212
MetLife Investment Management
MetLife Investment Management
New Jersey
$43.9M -$579K 2 0.32% Reduced
213
William Blair & Company
William Blair & Company
Illinois
$43.8M -$2.65M 2 0.18% Reduced
214
Welch Group
Welch Group
Alabama
$43.1M +$3.16M 1 2.5% Increased
215
MAI Capital Management
MAI Capital Management
Ohio
$42.7M +$1.19M 1 0.67% Increased
216
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$42.3M +$532K 2 0.33% Increased
217
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$42.1M +$5.73M 1 0.21% Increased
218
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$42.1M +$3.57M 1 0.81% Increased
219
Bartlett & Co
Bartlett & Co
Ohio
$42.1M +$3.57M 1 0.81% Increased
220
SCM
Scopia Capital Management
New York
$41.8M +$2.22M 1 3.97% Increased
221
Voloridge Investment Management
Voloridge Investment Management
Florida
$41.7M +$19.5M 2 0.21% Increased
222
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$41.7M +$186K 1 0.27% Increased
223
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$41.5M -$10.6M 1 0.43% Reduced
224
Woodline Partners
Woodline Partners
California
$41.3M +$30M 2 0.56% Increased
225
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$40.8M -$322K 1 0.48% Reduced