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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
301
H
HoyleCohen
California
$13M -$236K 1 2.26% Reduced
302
Winton Group
Winton Group
United Kingdom
$13M +$12.2M 1 0.25% Increased
303
FFA
First Foundation Advisors
California
$13M -$228K 1 0.73% Reduced
304
FLII
First Long Island Investors
New York
$12.9M -$2.9M 1 1.61% Reduced
305
MIG
McGuire Investment Group
Rhode Island
$12.8M -$415K 1 4.06% Reduced
306
Welch & Forbes
Welch & Forbes
Massachusetts
$12.8M -$194K 1 0.31% Reduced
307
MIS
Morningstar Investment Services
Illinois
$12.7M -$3.98M 1 0.21% Reduced
308
Gofen & Glossberg
Gofen & Glossberg
Illinois
$12.6M -$336K 1 0.43% Reduced
309
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$12.5M -$28.5M 1 0.01% Reduced
310
Amalgamated Bank
Amalgamated Bank
New York
$12.5M +$551K 2 0.29% Increased
311
ELC
Edgar Lomax Company
Virginia
$12.5M -$172K 1 0.85% Reduced
312
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$12.4M +$3.92M 1 0.1% Increased
313
Mutual of America Capital Management
Mutual of America Capital Management
New York
$12.4M +$80.6K 1 0.17% Increased
314
LIA
LS Investment Advisors
Michigan
$12.3M -$177K 1 0.75% Reduced
315
TC
Tairen Capital
Hong Kong
$12.2M +$11.8M 1 2.36% New
316
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12.2M -$100M 3 0% Reduced
317
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.1M +$4.23M 1 0.1% Increased
318
SG Americas Securities
SG Americas Securities
New York
$12M +$2.26M 2 0.08% Increased
319
BCM
BTR Capital Management
California
$12M -$1.78M 1 2.24% Reduced
320
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$12M -$2.5M 1 0.17% Reduced
321
GIP
Greatmark Investment Partners
Georgia
$12M +$291K 1 3.59% Increased
322
Intact Investment Management
Intact Investment Management
Quebec, Canada
$11.9M -$87.9K 1 0.43% Reduced
323
FCI
Financial Counselors Inc
Kansas
$11.9M +$138K 1 0.48% Increased
324
UR
USCA RIA
Texas
$11.8M -$1.58M 1 1.2% Reduced
325
BOK Financial
BOK Financial
Oklahoma
$11.8M +$550K 1 0.28% Increased