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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
326
FFA
First Foundation Advisors
California
$18.3M -$2.26M 1 1.26% Reduced
327
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$18.1M +$222K 2 0.16% Increased
328
Welch & Forbes
Welch & Forbes
Massachusetts
$17.8M -$1.15M 1 0.62% Reduced
329
Gofen & Glossberg
Gofen & Glossberg
Illinois
$17.6M -$195K 1 0.73% Reduced
330
B
BP
United Kingdom
$17.6M +$2.8M 1 0.68% Increased
331
KLWA
Kelly Lawrence W & Associates
California
$17.6M -$22.6K 1 3.77% Reduced
332
SM
Seminole Management
New York
$17.5M +$15.6M 1 3% New
333
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$17.4M +$501K 1 0.19% Increased
334
BAPIM
British Airways Pensions Investment Management
United Kingdom
$17.4M +$15.4M 1 0.51% New
335
SG
Swarthmore Group
Pennsylvania
$17.2M +$15.3M 1 3.29% New
336
Braun Stacey Associates
Braun Stacey Associates
New York
$17.1M +$3.91M 1 1.08% Increased
337
RIG
Roosevelt Investment Group
New York
$17.1M +$1.62M 1 1.35% Increased
338
Candriam SCA
Candriam SCA
Luxembourg
$17.1M +$8.78M 2 0.41% Increased
339
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17M -$1.83M 1 0.39% Reduced
340
CPIM
Columbia Partners Investment Management
Virginia
$16.9M +$5.03M 2 1.33% Increased
341
FLII
First Long Island Investors
New York
$16.9M -$155K 1 3.06% Reduced
342
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$16.6M +$1.18M 1 0.41% Increased
343
Huntington National Bank
Huntington National Bank
Ohio
$16.6M +$1.12M 2 0.31% Increased
344
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$16.5M -$2.38M 1 0.55% Reduced
345
TU
TDAM USA
Ontario, Canada
$16.4M +$1.79M 1 0.82% Increased
346
Perpetual Ltd
Perpetual Ltd
Australia
$16.4M -$4.15M 1 1.34% Reduced
347
Scotia Capital
Scotia Capital
Ontario, Canada
$16.1M +$1.77M 1 0.3% Increased
348
MIS
Morningstar Investment Services
Illinois
$16M -$1.47M 1 0.46% Reduced
349
Winton Group
Winton Group
United Kingdom
$15.7M +$11.1M 1 0.27% Increased
350
LHC
Levy Harkins & Co
New York
$15.7M -$120K 1 6.22% Reduced