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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
Fiduciary Trust
Fiduciary Trust
Massachusetts
$18M -$605K 1 0.8% Reduced
402
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$18M +$1.21M 1 2.36% Increased
403
Provident Investment Management
Provident Investment Management
Michigan
$18M +$313K 1 4.57% Increased
404
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$17.7M +$2.15M 2 0.26% Increased
405
Pinnacle Associates
Pinnacle Associates
New York
$17.5M +$268K 1 0.34% Increased
406
GW Henssler & Associates
GW Henssler & Associates
Georgia
$17.5M -$347K 1 2.04% Reduced
407
LRPA
L. Roy Papp & Associates
Arizona
$17.2M +$951K 1 3.72% Increased
408
Braun Stacey Associates
Braun Stacey Associates
New York
$17.2M -$832K 1 0.98% Reduced
409
Los Angeles Capital Management
Los Angeles Capital Management
California
$17.2M -$8.85M 1 0.19% Reduced
410
PFM
Parsec Financial Management
North Carolina
$17.1M +$969K 1 2.01% Increased
411
First Mercantile Trust
First Mercantile Trust
Tennessee
$17.1M -$97.8K 2 1.34% Reduced
412
National Penn Investors Trust
National Penn Investors Trust
Pennsylvania
$17M -$147K 1 1.91% Reduced
413
Farr Miller & Washington
Farr Miller & Washington
District of Columbia
$17M +$343K 1 2.37% Increased
414
LMCG Investments
LMCG Investments
Massachusetts
$16.9M -$82.5K 1 0.36% Reduced
415
ACM
Andor Capital Management
New York
$16.9M +$11.5M 1 0.93% New
416
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$16.8M -$217K 1 1.21% Reduced
417
DnB Asset Management
DnB Asset Management
Norway
$16.8M +$5.97M 1 0.4% Increased
418
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$16.7M +$907K 1 1.21% Increased
419
RCM
Raging Capital Management
New Jersey
$16.6M +$4.44M 1 3.05% Increased
420
Baird
Baird
Wisconsin
$16.4M +$1.6M 1 0.28% Increased
421
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$16.3M -$579K 1 1.76% Reduced
422
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$16.2M +$661K 1 1.24% Increased
423
PEAK6 Group
PEAK6 Group
Illinois
$16M +$11.5M 1 0.11% Increased
424
Quest Investment Management
Quest Investment Management
Oregon
$15.9M -$3.23M 1 1.38% Reduced
425
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15.9M +$165K 1 0.39% Increased