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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
Grimes & Company
Grimes & Company
Massachusetts
$9.87M +$54K 1 0.75% Increased
352
MUFG Americas
MUFG Americas
New York
$9.84M -$1.19M 1 0.28% Reduced
353
SAM
Securian Asset Management
Minnesota
$9.64M +$111K 1 0.22% Increased
354
PTC
Philadelphia Trust Company
Pennsylvania
$9.59M +$961K 1 0.84% Increased
355
NCM
Noesis Capital Mangement
Florida
$9.57M +$84.2K 1 3.26% Increased
356
PWPCM
Perella Weinberg Partners Capital Management
New York
$9.5M +$9.15M 1 0.41% New
357
Achmea Investment Management
Achmea Investment Management
Netherlands
$9.5M +$3.15M 1 0.36% Increased
358
DZ Bank
DZ Bank
Germany
$9.47M -$1.17M 1 0.03% Reduced
359
TM
Tiger Management
New York
$9.39M +$9.04M 1 3.81% New
360
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$9.38M +$9.03M 1 0.64% New
361
NPA
Nichols & Pratt Advisers
Massachusetts
$9.25M -$1M 1 0.76% Reduced
362
DnB Asset Management
DnB Asset Management
Norway
$9.25M -$32.3M 1 0.11% Reduced
363
B
BP
United Kingdom
$9.2M -$5.57M 1 0.34% Reduced
364
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$9.07M -$642K 2 0.04% Reduced
365
OAM
Oxford Asset Management
United Kingdom
$9.04M -$18.5M 2 0.19% Reduced
366
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$9M +$65K 1 0.83% Increased
367
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$8.96M -$122K 1 0.39% Reduced
368
HCMT
Highland Capital Management (Tennessee)
Tennessee
$8.96M +$977K 1 0.67% Increased
369
VW
Vantage Wealth
California
$8.86M -$3.02M 1 3.66% Reduced
370
JC
Jacobs & Co
California
$8.6M -$109K 1 1.39% Reduced
371
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$8.44M +$919K 1 0.08% Increased
372
CIBC World Market
CIBC World Market
Ontario, Canada
$8.43M -$2.73M 1 0.04% Reduced
373
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$8.42M -$387K 1 0.2% Reduced
374
BUB
BBVA USA Bancshares
Texas
$8.36M +$658K 1 0.5% Increased
375
Suntrust Banks
Suntrust Banks
Georgia
$8.33M -$2.4M 1 0.04% Reduced