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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
PFM
Parsec Financial Management
North Carolina
$19.2M +$29.2K 1 2.1% Increased
402
NPIT
National Penn Investors Trust
Pennsylvania
$19.2M -$120K 1 2.25% Reduced
403
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$19.2M -$54.2K 1 1.44% Reduced
404
CNAM
Campbell Newman Asset Management
Wisconsin
$19.1M +$746K 1 3.76% Increased
405
LHC
Levy Harkins & Co
New York
$19.1M -$370K 1 6.7% Reduced
406
JCM
Janney Capital Management
Pennsylvania
$18.6M +$964K 1 1.13% Increased
407
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$18.5M +$29.2K 1 1.25% Increased
408
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$18.5M +$148K 1 1.2% Increased
409
FMW
Farr Miller & Washington
District of Columbia
$18.5M +$107K 1 2.37% Increased
410
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$18.4M +$523K 1 0.62% Increased
411
FLII
First Long Island Investors
New York
$18.4M -$887K 1 4.31% Reduced
412
ECM
Estabrook Capital Management
New York
$18.3M -$1.67M 1 1.88% Reduced
413
Asset Management One
Asset Management One
Japan
$18.3M -$3.22M 1 0.27% Reduced
414
Pinnacle Associates
Pinnacle Associates
New York
$18.2M +$63.2K 1 0.36% Increased
415
FMT
First Mercantile Trust
Tennessee
$18.1M +$782K 1 1.45% Increased
416
WAM
World Asset Management
Michigan
$17.9M -$130K 1 0.54% Reduced
417
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$17.8M -$220K 1 1.26% Reduced
418
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$17.7M +$850K 1 0.51% Increased
419
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$17.7M +$199K 1 0.73% Increased
420
LI
LMCG Investments
Massachusetts
$17.5M -$546K 1 0.38% Reduced
421
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$17.5M +$80.8K 1 0.71% Increased
422
MAI Capital Management
MAI Capital Management
Ohio
$17.5M -$298K 1 1.68% Reduced
423
GHA
GW Henssler & Associates
Georgia
$17.4M -$1.1M 1 2.11% Reduced
424
Braun Stacey Associates
Braun Stacey Associates
New York
$17.4M -$967K 1 1.04% Reduced
425
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.4M +$1.15M 1 0.19% Increased