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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
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$15.7M +$305K 1 0.4% Increased
302
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$15.7M +$4.39M 1 1.3% Increased
303
Acadian Asset Management
Acadian Asset Management
Massachusetts
$15.7M +$7.32M 3 0.07% Increased
304
HAM
Honeycomb Asset Management
New York
$15.5M +$14.7M 1 1.49% New
305
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$15.2M -$1.95M 1 0.46% Reduced
306
TCA
Taconic Capital Advisors
New York
$15M +$14.2M 1 0.61% New
307
MIG
McGuire Investment Group
Rhode Island
$14.9M +$55.9K 1 4.41% Increased
308
FFA
First Foundation Advisors
California
$14.7M -$607K 1 0.73% Reduced
309
MAA
Matrix Asset Advisors
New York
$14.4M -$6.9M 1 2.35% Reduced
310
MSA
Mason Street Advisors
Wisconsin
$14.4M -$860K 1 0.28% Reduced
311
Gofen & Glossberg
Gofen & Glossberg
Illinois
$14.3M -$96.2K 1 0.45% Reduced
312
BOK Financial
BOK Financial
Oklahoma
$14.2M +$604K 1 0.32% Increased
313
GIP
Greatmark Investment Partners
Georgia
$14.1M +$163K 1 3.49% Increased
314
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$14.1M -$5.26M 1 0.3% Reduced
315
CCI
Columbus Circle Investors
$14M -$16.4M 1 0.6% Reduced
316
ELC
Edgar Lomax Company
Virginia
$14M -$318K 1 0.9% Reduced
317
BCM
BTR Capital Management
California
$13.9M +$92K 1 2.4% Increased
318
H
HoyleCohen
California
$13.9M -$400K 1 2.21% Reduced
319
LIA
LS Investment Advisors
Michigan
$13.8M -$443K 1 0.75% Reduced
320
Swedbank
Swedbank
Sweden
$13.8M +$276K 1 0.06% Increased
321
Welch & Forbes
Welch & Forbes
Massachusetts
$13.8M -$804K 1 0.31% Reduced
322
Intact Investment Management
Intact Investment Management
Quebec, Canada
$13.7M -$109K 1 0.47% Reduced
323
Mutual of America Capital Management
Mutual of America Capital Management
New York
$13.6M -$763K 1 0.17% Reduced
324
Simplex Trading
Simplex Trading
Illinois
$13.5M +$11.8M 2 0.03% Increased
325
FLII
First Long Island Investors
New York
$13.1M +$282K 1 1.47% Increased