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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
Epoch Investment Partners
Epoch Investment Partners
New York
$44.3M +$3.45M 1 0.28% Increased
202
Advisors Capital Management
Advisors Capital Management
New Jersey
$44M +$1.93M 1 1.12% Increased
203
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$43.2M -$1.43M 1 0.07% Reduced
204
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$43M -$684K 2 0.28% Reduced
205
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$42.8M +$3.91M 1 0.77% Increased
206
Bartlett & Co
Bartlett & Co
Ohio
$42.8M +$3.91M 1 0.77% Increased
207
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$42.4M +$1M 1 1.03% Increased
208
Aberdeen Group
Aberdeen Group
United Kingdom
$42.2M -$319K 1 0.11% Reduced
209
Bridgewater Associates
Bridgewater Associates
Connecticut
$42.1M -$4.02M 1 0.25% Reduced
210
Creative Planning
Creative Planning
Kansas
$41.9M +$2.11M 2 0.06% Increased
211
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$41.6M +$3.18M 1 0.17% Increased
212
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$41M -$286K 1 0.85% Reduced
213
Welch Group
Welch Group
Alabama
$40.6M +$1.58M 1 2.4% Increased
214
DP
Dearborn Partners
Illinois
$40.1M -$74.8K 1 1.57% Reduced
215
R.M. Davis Inc
R.M. Davis Inc
Maine
$38.2M -$1.94M 1 0.96% Reduced
216
William Blair & Company
William Blair & Company
Illinois
$37.6M -$705K 2 0.14% Reduced
217
OA
Oak Associates
Ohio
$37.5M -$79.2K 2 3.12% Reduced
218
MAI Capital Management
MAI Capital Management
Ohio
$37.3M +$1.02M 1 0.55% Increased
219
SFG
Sather Financial Group
Texas
$36.4M +$2.1M 1 3.03% Increased
220
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$36.4M +$712K 1 0.38% Increased
221
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$36.2M -$626K 1 0.23% Reduced
222
MetLife Investment Management
MetLife Investment Management
New Jersey
$36.2M -$764K 2 0.28% Reduced
223
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$35.7M -$325K 1 0.47% Reduced
224
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$35.6M -$618K 2 0.27% Reduced
225
Arizona State Retirement System
Arizona State Retirement System
Arizona
$35.6M -$384K 2 0.3% Reduced