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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
FLII
First Long Island Investors
New York
$18M +$1.33M 1 3.56% Increased
377
NPIT
National Penn Investors Trust
Pennsylvania
$17.9M -$144K 1 2.03% Reduced
378
ACP
Ashfield Capital Partners
California
$17.9M -$2.61M 1 0.86% Reduced
379
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$17.8M +$73.9K 1 1.17% Increased
380
CCM
Cadence Capital Management
Massachusetts
$17.7M +$8.79M 2 1.03% Increased
381
LIA
LS Investment Advisors
Michigan
$17.7M +$325K 1 1.43% Increased
382
Spot Trading
Spot Trading
Illinois
$17.4M +$16.6M 2 0.11% Increased
383
MAI Capital Management
MAI Capital Management
Ohio
$17.1M +$35.6K 1 1.2% Increased
384
GHA
GW Henssler & Associates
Georgia
$16.9M +$427K 1 1.9% Increased
385
CAM
Capstone Asset Management
Texas
$16.8M +$3.07M 1 0.49% Increased
386
CCM
Compass Capital Management
Minnesota
$16.7M +$1.17M 1 3.58% Increased
387
MIS
Morningstar Investment Services
Illinois
$16.6M +$2.58M 1 0.78% Increased
388
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$16.4M -$611K 1 1.03% Reduced
389
ECM
Estabrook Capital Management
New York
$16.3M -$384K 1 1.8% Reduced
390
NRS
Neville Rodie & Shaw
New York
$16.3M -$21.6K 1 1.65% Reduced
391
HCM
Howland Capital Management
Massachusetts
$16.3M +$61.5K 1 1.62% Increased
392
NAM
North American Management
Massachusetts
$16.2M +$4.22M 1 2.54% Increased
393
LI
LMCG Investments
Massachusetts
$16.1M -$76.5K 1 0.35% Reduced
394
LHC
Levy Harkins & Co
New York
$16.1M +$399K 1 6.58% Increased
395
BPBT
Boston Private Bank & Trust
Massachusetts
$16M +$185K 1 0.74% Increased
396
PHAM
Pacific Heights Asset Management
California
$16M -$11M 1 0.84% Reduced
397
FMT
First Mercantile Trust
Tennessee
$16M -$931K 1 1.33% Reduced
398
SPC
Stewart & Patten Company
California
$15.8M +$440K 1 3.06% Increased
399
Destination Wealth Management
Destination Wealth Management
California
$15.7M +$24.8K 1 1.58% Increased
400
DP
Dearborn Partners
Illinois
$15.5M +$1.19M 1 1.43% Increased