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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
RIL
Rothschild Investment LLC
Illinois
$15.9M -$109K 1 1.84% Reduced
352
CCM
Compass Capital Management
Minnesota
$15.8M +$399K 1 3.35% Increased
353
FLII
First Long Island Investors
New York
$15.8M +$90.4K 1 3.07% Increased
354
ALA
Atherton Lane Advisers
California
$15.8M -$1.1M 1 0.88% Reduced
355
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$15.7M -$450K 1 1.1% Reduced
356
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$15.6M -$7.63M 1 0.32% Reduced
357
NAM
North American Management
Massachusetts
$15.6M +$584K 1 2.67% Increased
358
Advisors Asset Management
Advisors Asset Management
Colorado
$15.5M +$3.55M 2 0.21% Increased
359
ORI
Oak Ridge Investments
Illinois
$15.4M -$48.4K 1 0.33% Reduced
360
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$15.4M +$1.92M 2 0.11% Increased
361
Spot Trading
Spot Trading
Illinois
$15.3M +$11.4M 1 0.14% Increased
362
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15.2M -$203K 2 0.33% Reduced
363
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$15M +$348K 1 0.27% Increased
364
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$14.8M -$1.72M 1 0.76% Reduced
365
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$14.7M +$385K 1 0.31% Increased
366
LHC
Levy Harkins & Co
New York
$14.7M +$16M 1 5.9% New
367
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$14.7M -$971K 1 2.27% Reduced
368
MIS
Morningstar Investment Services
Illinois
$14.7M +$664K 1 0.62% Increased
369
SPC
Stewart & Patten Company
California
$14.3M +$580K 1 3.01% Increased
370
GHA
GW Henssler & Associates
Georgia
$14.3M -$120K 1 1.55% Reduced
371
CAM
Capstone Asset Management
Texas
$14.3M +$36.3K 1 0.41% Increased
372
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$14.2M -$1.67M 1 0.44% Reduced
373
Chilton Capital Management
Chilton Capital Management
Texas
$14.2M -$1.18M 1 1.34% Reduced
374
CCM
Cadence Capital Management
Massachusetts
$14.2M -$941K 1 0.79% Reduced
375
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$14.1M +$158K 1 0.95% Increased