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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
276
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$33.1M +$954K 1 1.64% Increased
277
EWM
Endurance Wealth Management
Rhode Island
$33M +$599K 1 6.99% Increased
278
SH
SeaTown Holdings
Singapore
$32.5M +$34.1M 1 12.33% New
279
OI
Oakbrook Investments
Illinois
$32.4M -$8.88M 1 0.95% Reduced
280
Wilmington Trust
Wilmington Trust
Delaware
$32.4M -$35.5K 1 0.57% Reduced
281
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$32.3M -$5.12M 1 0.57% Reduced
282
HighTower Advisors
HighTower Advisors
Illinois
$31.9M +$239K 1 0.8% Increased
283
GH
GAM Holding
Switzerland
$31.9M -$4.98M 1 0.6% Reduced
284
CC
Curian Capital
Colorado
$31.8M -$1.33M 1 0.57% Reduced
285
SG
Swarthmore Group
Pennsylvania
$31.7M -$1.71M 1 4.06% Reduced
286
SAM
Shell Asset Management
Netherlands
$31.7M -$690K 1 0.58% Reduced
287
PCMF
Private Capital Management (Florida)
Florida
$31.2M -$1.09M 1 2.86% Reduced
288
Wasatch Advisors
Wasatch Advisors
Utah
$31M $0 1 0.32% Maintained
289
ACI
AMP Capital Investors
Australia
$30.8M -$514K 1 0.24% Reduced
290
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$30.7M -$1.58M 1 0.77% Reduced
291
SEI Trust Company
SEI Trust Company
Pennsylvania
$30.5M -$16.9M 1 0.34% Reduced
292
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$30.1M +$5.65M 1 0.26% Increased
293
Stifel Nicolaus & Co
Stifel Nicolaus & Co
Missouri
$30M +$5M 1 0.5% Increased
294
CP
Cumberland Partners
Ontario, Canada
$30M +$60.6K 1 3.69% Increased
295
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$29.8M +$835K 1 0.78% Increased
296
HAM
HHR Asset Management
New Jersey
$29.7M -$60.2M 1 1.3% Reduced
297
GMI
Greystone Managed Investments
Saskatchewan, Canada
$29.5M +$3M 1 0.42% Increased
298
PWLP
Prio Wealth Limited Partnership
Massachusetts
$29.3M +$301K 1 1.66% Increased
299
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$29.2M -$25.4M 1 0.49% Reduced
300
AWCI
Alpine Woods Capital Investors
New York
$29.1M -$1.36M 1 1.79% Reduced