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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
401
NRS
Neville Rodie & Shaw
New York
$15.3M +$68.5K 1 1.78% Increased
402
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$15.2M +$685K 1 2.36% Increased
403
CNAM
Campbell Newman Asset Management
Wisconsin
$15.1M -$2.47M 1 3.64% Reduced
404
FMW
Farr Miller & Washington
District of Columbia
$15.1M +$74.9K 1 2.41% Increased
405
Curi RMB Capital
Curi RMB Capital
Illinois
$14.8M -$884K 1 1.06% Reduced
406
LRPA
L. Roy Papp & Associates
Arizona
$14.7M +$200K 1 3.49% Increased
407
PFM
Parsec Financial Management
North Carolina
$14.6M +$900K 1 1.89% Increased
408
CCM
Cadence Capital Management
Massachusetts
$14.5M -$6.02M 2 0.49% Reduced
409
CA
Cortland Associates
Missouri
$14.5M -$416K 1 3.11% Reduced
410
F&C Asset Management
F&C Asset Management
United Kingdom
$14.4M -$1.22M 1 0.19% Reduced
411
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$14.3M +$1.81M 1 1.14% Increased
412
Mutual of America Capital Management
Mutual of America Capital Management
New York
$14.2M +$35.9K 1 0.39% Increased
413
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$14.1M -$253K 1 1.22% Reduced
414
M&T Bank
M&T Bank
New York
$14.1M -$341K 1 0.67% Reduced
415
JCM
Jag Capital Management
Missouri
$14M +$22.7K 1 3.1% Increased
416
Destination Wealth Management
Destination Wealth Management
California
$13.9M -$85.5K 1 1.61% Reduced
417
Wilmington Trust National Association
Wilmington Trust National Association
Delaware
$13.9M +$586K 1 0.56% Increased
418
Two Sigma Advisers
Two Sigma Advisers
New York
$13.8M -$48.5K 3 0.17% Reduced
419
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$13.8M -$760K 1 1.49% Reduced
420
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13.8M -$157K 1 0.22% Reduced
421
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$13.7M +$12.5M 1 2.2% Increased
422
ANI
American National Insurance
Texas
$13.6M $0 1 0.97% Maintained
423
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$13.5M -$326K 1 0.25% Reduced
424
FSA
Franklin Street Advisors
North Carolina
$13.5M +$595K 1 3.04% Increased
425
Baird
Baird
Wisconsin
$13.4M -$2.93M 1 0.25% Reduced