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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
HCM
Howland Capital Management
Massachusetts
$15.3M +$126K 1 1.56% Increased
377
Laurion Capital Management
Laurion Capital Management
New York
$15.3M +$13.6M 1 0.3% Increased
378
SPC
Stewart & Patten Company
California
$15.3M +$564K 1 3.14% Increased
379
VCM
Vision Capital Management
Oregon
$15.2M -$2.01M 1 2.28% Reduced
380
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$15.2M +$15.5M 1 0.26% New
381
MFBTD
MB Financial Bank - Trust Department
Illinois
$15.2M +$2.72M 1 1.87% Increased
382
CIM
Calvert Investment Management
Maryland
$15.1M +$5.1M 1 0.97% Increased
383
BPBT
Boston Private Bank & Trust
Massachusetts
$15.1M +$120K 1 0.69% Increased
384
QS Investors
QS Investors
New York
$14.9M -$15M 1 0.17% Reduced
385
PHAM
Pacific Heights Asset Management
California
$14.9M $0 1 0.84% Maintained
386
SEI Investments
SEI Investments
Pennsylvania
$14.9M -$16.9M 2 0.13% Reduced
387
Federated Hermes
Federated Hermes
Pennsylvania
$14.8M -$58.4K 2 0.05% Reduced
388
ECM
Estabrook Capital Management
New York
$14.8M -$463K 1 1.72% Reduced
389
MSA
Mason Street Advisors
Wisconsin
$14.7M -$21.5M 1 0.45% Reduced
390
Asset Management One
Asset Management One
Japan
$14.7M -$2.28M 1 0.18% Reduced
391
Destination Wealth Management
Destination Wealth Management
California
$14.6M -$55.3K 1 1.58% Reduced
392
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$14.5M +$485K 1 0.1% Increased
393
LRPA
L. Roy Papp & Associates
Arizona
$14.4M -$79.9K 1 3.16% Reduced
394
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$14.3M -$44.5M 1 0.37% Reduced
395
Swiss Life Asset Management
Swiss Life Asset Management
$14.3M +$14.5M 1 0.58% New
396
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$14.2M +$12.3M 2 0.19% Increased
397
NPA
Nichols & Pratt Advisers
Massachusetts
$14.1M +$257K 1 1.29% Increased
398
GH
GAM Holding
Switzerland
$14.1M -$4.07M 1 0.21% Reduced
399
LIC
Lodestar Investment Counsel
Illinois
$14.1M +$9.41M 1 2.17% Increased
400
ANI
American National Insurance
Texas
$14M $0 1 0.83% Maintained