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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
251
EWM
Endurance Wealth Management
Rhode Island
$22.3M -$165K 1 3.85% Reduced
252
Comerica Bank
Comerica Bank
Texas
$22.2M -$493K 1 0.17% Reduced
253
JVBC
J.V. Bruni & Co
Colorado
$22M +$4.87M 1 3.83% Increased
254
Cohen & Steers
Cohen & Steers
New York
$21.9M -$1.24M 1 0.06% Reduced
255
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$21.7M -$19.2M 2 0.3% Reduced
256
ST
Sabal Trust
Florida
$21.7M +$21.6M 1 2.42% Increased
257
CCM
Compass Capital Management
Minnesota
$21.1M +$2.88M 1 3.63% Increased
258
OA
Oak Associates
Ohio
$21M +$1.16M 2 1.68% Increased
259
Profund Advisors
Profund Advisors
Maryland
$20.9M +$2.8M 1 0.93% Increased
260
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$20.7M +$851K 1 1.59% Increased
261
RCM
Redwood Capital Management
New York
$20.2M +$20.4M 1 2.38% New
262
WI
Wafra Inc
New York
$19.6M $0 1 1.01% Maintained
263
Winton Group
Winton Group
United Kingdom
$19.6M +$8.35M 1 0.53% Increased
264
GAI
General American Investors
New York
$19.6M $0 1 1.91% Maintained
265
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$19.4M -$1.39M 2 0.26% Reduced
266
SCM
SKBA Capital Management
California
$19.4M -$1.4M 1 2.58% Reduced
267
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.3M +$563K 1 0.17% Increased
268
Riverbridge Partners
Riverbridge Partners
Minnesota
$19.3M +$61.9K 1 0.39% Increased
269
R.M. Davis Inc
R.M. Davis Inc
Maine
$19.2M -$1.09M 1 0.87% Reduced
270
AAM
Ardevora Asset Management
United Kingdom
$18.8M +$975K 1 0.62% Increased
271
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$18.8M -$804K 1 0.42% Reduced
272
ClearBridge Investments
ClearBridge Investments
New York
$18.7M +$3.21M 2 0.02% Increased
273
ELC
Edgar Lomax Company
Virginia
$18.6M +$10.3M 1 1.24% Increased
274
Advisors Asset Management
Advisors Asset Management
Colorado
$18.5M -$460K 2 0.31% Reduced
275
AHL Partners
AHL Partners
United Kingdom
$18.1M +$8.96M 2 0.4% Increased