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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
MAI Capital Management
MAI Capital Management
Ohio
$12.8M +$1.03M 1 0.96% Increased
352
Destination Wealth Management
Destination Wealth Management
California
$12.6M -$3.74M 1 1.4% Reduced
353
CCM
Cadence Capital Management
Massachusetts
$12.6M +$476K 1 0.88% Increased
354
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$12.5M -$172K 1 0.35% Reduced
355
Swiss Life Asset Management
Swiss Life Asset Management
$12.4M +$591K 1 0.6% Increased
356
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
$12.3M +$11.7M 1 0.67% New
357
Oppenheimer & Co
Oppenheimer & Co
New York
$12.3M -$5.36M 2 0.37% Reduced
358
Denver Investment Advisors
Denver Investment Advisors
Colorado
$12.2M +$332K 1 0.53% Increased
359
Petrus Trust Company
Petrus Trust Company
Texas
$12.2M +$13.5M 1 2.58% New
360
GW Henssler & Associates
GW Henssler & Associates
Georgia
$12.2M -$98K 1 1.4% Reduced
361
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$12.1M +$75.2K 1 0.87% Increased
362
AL
Airain Ltd
Guernsey
$12.1M +$10.3M 2 0.72% Increased
363
Sonora Investment Management
Sonora Investment Management
Arizona
$11.8M +$12.9M 2 3.57% New
364
Goodnow Investment Group
Goodnow Investment Group
Connecticut
$11.7M -$13.1M 1 2.25% Reduced
365
First Long Island Investors
First Long Island Investors
New York
$11.7M -$2.04M 1 2.43% Reduced
366
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.7M -$1.03M 1 2.02% Reduced
367
CCM Investment Advisers
CCM Investment Advisers
South Carolina
$11.6M -$5.98M 1 1.15% Reduced
368
OIMU
Orbis Investment Management (US)
California
$11.5M +$2.31M 1 10.41% Increased
369
KBC Group
KBC Group
Belgium
$11.4M -$3.82M 1 0.23% Reduced
370
Chilton Capital Management
Chilton Capital Management
Texas
$11.4M -$857K 1 1.18% Reduced
371
ZA
Zweig Advisers
Connecticut
$11.3M $0 1 1.96% Maintained
372
Calvert Investment Management
Calvert Investment Management
Maryland
$11.3M -$23.8K 1 0.56% Reduced
373
LS Investment Advisors
LS Investment Advisors
Michigan
$11.2M -$825K 1 0.9% Reduced
374
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$11.1M -$2.39M 1 0.09% Reduced
375
CAM
Capstone Asset Management
Texas
$10.9M -$1.44M 1 0.34% Reduced