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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
376
NG
NatWest Group
United Kingdom
$16.8M -$25.2M 1 0.49% Reduced
377
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$16.8M +$536K 1 1.37% Increased
378
Chilton Capital Management
Chilton Capital Management
Texas
$16.7M +$199K 1 1.91% Increased
379
Tocqueville Asset Management
Tocqueville Asset Management
New York
$16.7M -$1.5M 1 0.21% Reduced
380
GHA
Garcia Hamilton & Associates
Texas
$16.4M -$5.5M 1 2.97% Reduced
381
CC
Crosslink Capital
California
$16.4M +$15.9M 1 1.27% New
382
Braun Stacey Associates
Braun Stacey Associates
New York
$16.4M -$205K 1 1.01% Reduced
383
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$16.4M -$921K 1 0.8% Reduced
384
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$16.3M +$128K 1 2.49% Increased
385
SIC
Schwartz Investment Counsel
Michigan
$16.3M +$6.64M 1 1.39% Increased
386
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$16.2M +$451K 1 1.43% Increased
387
GHA
GW Henssler & Associates
Georgia
$16.2M -$386K 1 2.09% Reduced
388
Commerce Bank
Commerce Bank
Missouri
$16.1M -$804K 1 0.29% Reduced
389
Huntington National Bank
Huntington National Bank
Ohio
$16.1M +$934K 1 0.48% Increased
390
PIM
Provident Investment Management
Michigan
$16.1M +$668K 1 4.38% Increased
391
TU
TDAM USA
Ontario, Canada
$15.9M -$3.84M 1 0.75% Reduced
392
CAM
Centre Asset Management
New York
$15.7M -$733K 1 2.5% Reduced
393
Pinnacle Associates
Pinnacle Associates
New York
$15.7M +$89.5K 1 0.32% Increased
394
NPIT
National Penn Investors Trust
Pennsylvania
$15.6M +$58.7K 1 1.91% Increased
395
FMT
First Mercantile Trust
Tennessee
$15.6M -$755K 1 1.26% Reduced
396
Riverbridge Partners
Riverbridge Partners
Minnesota
$15.6M +$1.59M 1 0.34% Increased
397
UMB Bank
UMB Bank
Missouri
$15.6M -$351K 1 0.9% Reduced
398
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$15.5M -$1.18M 1 1.23% Reduced
399
LI
LMCG Investments
Massachusetts
$15.4M -$599K 1 0.37% Reduced
400
BIC
Beach Investment Counsel
Pennsylvania
$15.4M +$14.7M 1 1.64% Increased