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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
Franklin Resources
Franklin Resources
California
$10.3M -$772K 1 0.01% Reduced
327
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$10.3M -$1.9M 2 0.21% Reduced
328
NPA
Nichols & Pratt Advisers
Massachusetts
$10.2M -$151K 1 0.96% Reduced
329
Gofen & Glossberg
Gofen & Glossberg
Illinois
$10.2M -$189K 1 0.4% Reduced
330
Brown Advisory
Brown Advisory
Maryland
$10.2M -$80.4K 1 0.03% Reduced
331
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$10.2M +$2.41M 2 0.09% Increased
332
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$10.2M -$1.05M 1 0.07% Reduced
333
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$10.1M -$660K 2 0.25% Reduced
334
SCM
Suffolk Capital Management
New York
$10M -$3.19M 1 1.92% Reduced
335
Nissay Asset Management
Nissay Asset Management
Japan
$10M +$398K 1 0.3% Increased
336
H
HoyleCohen
California
$9.98M -$222K 1 2.04% Reduced
337
HCM
Howland Capital Management
Massachusetts
$9.96M -$711K 1 0.94% Reduced
338
KC
KCL Capital
New York
$9.96M +$10.6M 1 7.99% New
339
MIG
McGuire Investment Group
Rhode Island
$9.86M +$211K 1 3.73% Increased
340
TCTC Holdings
TCTC Holdings
Texas
$9.8M +$14.9K 1 0.55% Increased
341
MSA
Mason Street Advisors
Wisconsin
$9.73M -$1.63M 1 0.24% Reduced
342
TCM
Tributary Capital Management
Nebraska
$9.7M -$42.9K 1 0.89% Reduced
343
Welch & Forbes
Welch & Forbes
Massachusetts
$9.68M -$156K 1 0.27% Reduced
344
LIA
LS Investment Advisors
Michigan
$9.62M -$1.14M 1 0.67% Reduced
345
DnB Asset Management
DnB Asset Management
Norway
$9.56M -$492K 1 0.12% Reduced
346
Engineers Gate Manager
Engineers Gate Manager
New York
$9.46M +$6.72M 2 0.76% Increased
347
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$9.42M +$5.8M 1 0.37% Increased
348
UR
USCA RIA
Texas
$9.13M +$2.75M 1 1.21% Increased
349
Mutual of America Capital Management
Mutual of America Capital Management
New York
$9.09M -$1.33M 1 0.15% Reduced
350
RIA
RPG Investment Advisory
California
$8.99M +$5.05M 2 2.25% Increased