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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
Welch & Forbes
Welch & Forbes
Massachusetts
$23M -$321K 1 0.45% Reduced
352
FCI
Financial Counselors Inc
Kansas
$22.8M -$3.25M 1 0.57% Reduced
353
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$22.6M -$6.06M 1 0.33% Reduced
354
British Airways Pensions Investment Management
British Airways Pensions Investment Management
United Kingdom
$22.5M -$5.41M 1 0.87% Reduced
355
DnB Asset Management
DnB Asset Management
Norway
$22.4M -$17.6M 1 0.2% Reduced
356
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$22.3M +$287K 1 0.24% Increased
357
Shufro Rose & Co
Shufro Rose & Co
New York
$22.2M +$65.7K 1 1.86% Increased
358
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$22.1M +$20.2M 1 0.36% New
359
HoyleCohen
HoyleCohen
California
$22.1M -$70.1K 1 2.54% Reduced
360
Doyle Wealth Management
Doyle Wealth Management
Florida
$21.9M +$113K 1 2.22% Increased
361
LS Investment Advisors
LS Investment Advisors
Michigan
$21.8M +$375K 1 1.15% Increased
362
GW & Wade
GW & Wade
Massachusetts
$21.8M -$114K 1 1.33% Reduced
363
Profund Advisors
Profund Advisors
Maryland
$21.7M +$1.18M 1 0.95% Increased
364
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$21.6M +$355K 1 1.87% Increased
365
Achmea Investment Management
Achmea Investment Management
Netherlands
$21.6M -$205K 1 0.78% Reduced
366
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$21.5M +$5.12M 1 0.3% Increased
367
Dowling & Yahnke
Dowling & Yahnke
California
$21.5M +$151K 1 1.53% Increased
368
MUFG Americas
MUFG Americas
New York
$21.5M +$267K 1 0.37% Increased
369
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$21.3M -$3.13M 1 0.5% Reduced
370
PIM
Platinum Investment Management
Australia
$21.3M -$10.7M 1 0.49% Reduced
371
CWA Asset Management Group
CWA Asset Management Group
Florida
$21.3M +$2.41M 1 2.23% Increased
372
Sonora Investment Management
Sonora Investment Management
Arizona
$21.2M -$124K 2 1.76% Reduced
373
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$21.2M +$13.1M 1 0.99% Increased
374
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$21.2M -$1.31M 1 0.52% Reduced
375
KC
KCL Capital
New York
$21.1M -$25.2M 2 2.05% Reduced