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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
351
Trillium Asset Management
Trillium Asset Management
Massachusetts
$21.2M +$5.03M 1 1.44% Increased
352
SH
SeaTown Holdings
Singapore
$20.9M +$20.6M 1 1.63% New
353
CAM
ClariVest Asset Management
California
$20.9M -$11.6M 1 0.74% Reduced
354
AWCI
Alpine Woods Capital Investors
New York
$20.7M -$893K 1 1.06% Reduced
355
RHJA
Rice Hall James & Associates
California
$20.6M -$8.51M 2 1.25% Reduced
356
FFA
First Foundation Advisors
California
$20.2M +$1.04M 1 1.78% Increased
357
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$20.2M -$2.13M 1 1.47% Reduced
358
Chilton Capital Management
Chilton Capital Management
Texas
$19.7M +$30.1K 1 2% Increased
359
GH
GAM Holding
Switzerland
$19.4M -$7.63M 1 0.29% Reduced
360
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$19.2M +$954K 1 1.35% Increased
361
RIL
Rothschild Investment LLC
Illinois
$19.1M +$77.4K 1 2.29% Increased
362
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$19.1M +$767K 1 0.38% Increased
363
Fiduciary Trust
Fiduciary Trust
Massachusetts
$19M -$593K 1 0.8% Reduced
364
Commerce Bank
Commerce Bank
Missouri
$19M -$716K 1 0.3% Reduced
365
JCM
Janney Capital Management
Pennsylvania
$18.8M +$921K 1 1.08% Increased
366
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$18.6M +$18.3M 1 0.14% New
367
ORI
Oak Ridge Investments
Illinois
$18.5M -$707K 1 0.44% Reduced
368
SCM
SKBA Capital Management
California
$18.5M +$1.95M 1 1.42% Increased
369
VCM
Vision Capital Management
Oregon
$18.5M +$852K 1 2.13% Increased
370
PFM
Parsec Financial Management
North Carolina
$18.5M +$104K 1 1.93% Increased
371
Asset Management One
Asset Management One
Japan
$18.3M -$1.24M 1 0.24% Reduced
372
FMW
Farr Miller & Washington
District of Columbia
$18.3M +$732K 1 2.13% Increased
373
Washington Trust
Washington Trust
Rhode Island
$18.3M -$4.77M 1 1.25% Reduced
374
FCM
Firsthand Capital Management
California
$18.1M +$7.32M 2 10.62% Increased
375
WI
WBI Investments
New Jersey
$18.1M -$48M 1 0.49% Reduced