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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
IC
InterOcean Capital
Illinois
$10.8M +$7.27M 1 1.44% Increased
352
Suntrust Banks
Suntrust Banks
Georgia
$10.7M +$6.03M 1 0.06% Increased
353
IIA
IPG Investment Advisors
California
$10.6M +$3M 1 3.47% Increased
354
HCM
Howland Capital Management
Massachusetts
$10.6M -$1.66M 1 0.86% Reduced
355
GIM
Goelzer Investment Management
Indiana
$10.6M -$276K 1 1.27% Reduced
356
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$10.6M -$436K 1 0.64% Reduced
357
UR
USCA RIA
Texas
$10.6M +$189K 1 1.16% Increased
358
Shelton Capital Management
Shelton Capital Management
Colorado
$10.5M -$415K 1 0.69% Reduced
359
FIB
First Interstate Bank
Montana
$10.5M -$411K 2 2.38% Reduced
360
PHS
Pekin Hardy Strauss
Illinois
$10.5M -$207K 1 1.91% Reduced
361
Mutual of America Capital Management
Mutual of America Capital Management
New York
$10.5M -$4.58M 1 0.16% Reduced
362
Macquarie Group
Macquarie Group
Australia
$10.4M -$785K 1 0.02% Reduced
363
Amalgamated Bank
Amalgamated Bank
New York
$10.4M -$149K 2 0.28% Reduced
364
Intact Investment Management
Intact Investment Management
Quebec, Canada
$10.3M +$4.43M 1 0.4% Increased
365
BCM
BTR Capital Management
California
$10.3M -$24.5K 1 2.06% Reduced
366
Man Group
Man Group
United Kingdom
$10.3M +$11.6M 2 0.05% New
367
NPA
Nichols & Pratt Advisers
Massachusetts
$10.2M -$158K 1 0.93% Reduced
368
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$10.2M -$137K 1 0.07% Reduced
369
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$10.1M +$11.6M 1 0.1% New
370
H
HoyleCohen
California
$10.1M -$224K 1 2.05% Reduced
371
RIL
Rothschild Investment LLC
Illinois
$10.1M -$10.8K 1 1.29% Reduced
372
Capital International Sarl
Capital International Sarl
California
$9.96M -$586K 1 0.96% Reduced
373
SG Americas Securities
SG Americas Securities
New York
$9.82M -$14.3M 2 0.08% Reduced
374
Welch & Forbes
Welch & Forbes
Massachusetts
$9.74M -$233K 1 0.25% Reduced
375
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$9.66M -$1.67M 1 0.1% Reduced