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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
FAM
Fiduciary Asset Management
Missouri
$17.5M +$2.19M 1 3.29% Increased
402
LIA
LS Investment Advisors
Michigan
$17.4M -$2.08M 1 1.5% Reduced
403
Pinnacle Associates
Pinnacle Associates
New York
$17.4M +$163K 1 0.35% Increased
404
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$17.2M -$1.39M 1 0.65% Reduced
405
CAM
Coronation Asset Management
South Africa
$17.2M +$3.59M 1 0.88% Increased
406
MAI Capital Management
MAI Capital Management
Ohio
$17.1M +$671K 1 1.65% Increased
407
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$17.1M -$352K 1 1.12% Reduced
408
FMT
First Mercantile Trust
Tennessee
$17M -$109K 1 1.38% Reduced
409
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$16.9M +$153K 1 0.68% Increased
410
ECM
Estabrook Capital Management
New York
$16.8M -$522K 1 1.8% Reduced
411
FLII
First Long Island Investors
New York
$16.7M -$631K 1 3.65% Reduced
412
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$16.6M +$125K 1 0.67% Increased
413
GHA
GW Henssler & Associates
Georgia
$16.6M +$144K 1 2.01% Increased
414
SCM
SKBA Capital Management
California
$16.6M +$17M 1 1.38% New
415
NRS
Neville Rodie & Shaw
New York
$16.4M +$61.3K 1 1.62% Increased
416
HCM
Howland Capital Management
Massachusetts
$16.3M +$323K 1 1.68% Increased
417
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$16.3M +$12M 1 0.8% Increased
418
LI
LMCG Investments
Massachusetts
$16.3M -$319K 1 0.36% Reduced
419
Trillium Asset Management
Trillium Asset Management
Massachusetts
$16.1M -$127K 1 1.4% Reduced
420
BPBT
Boston Private Bank & Trust
Massachusetts
$15.9M +$1.2M 1 0.77% Increased
421
UMB Bank
UMB Bank
Missouri
$15.8M -$1.91K 1 0.77% Reduced
422
LHC
Levy Harkins & Co
New York
$15.8M -$2.35M 1 6.37% Reduced
423
LRPA
L. Roy Papp & Associates
Arizona
$15.7M -$41.8K 1 3.64% Reduced
424
Destination Wealth Management
Destination Wealth Management
California
$15.7M +$257K 1 1.64% Increased
425
Braun Stacey Associates
Braun Stacey Associates
New York
$15.7M -$742K 1 0.97% Reduced