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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
LRPA
L. Roy Papp & Associates
Arizona
$15.5M -$112K 1 3.39% Reduced
402
UMB Bank
UMB Bank
Missouri
$15.5M -$259K 1 0.69% Reduced
403
PCMF
Private Capital Management (Florida)
Florida
$15.5M -$79.8K 1 1.7% Reduced
404
Walleye Trading
Walleye Trading
New York
$15.4M +$11.7M 2 0.14% Increased
405
CAM
Coronation Asset Management
South Africa
$15.4M -$1.61M 1 0.9% Reduced
406
FAM
Fiduciary Asset Management
Missouri
$15.3M -$2.06M 1 2.67% Reduced
407
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15.2M -$54.4K 1 0.34% Reduced
408
DJSG
D.J. St. Germain
Massachusetts
$15.2M -$274K 1 2.21% Reduced
409
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$15.2M +$89.1K 1 1.06% Increased
410
ZA
Zweig Advisers
Connecticut
$15.2M +$2.56M 1 2.08% Increased
411
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$15.1M -$1.65M 1 0.64% Reduced
412
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$15.1M -$2.74M 1 0.1% Reduced
413
ANI
American National Insurance
Texas
$15M $0 1 0.89% Maintained
414
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$15M +$88.4K 1 1.78% Increased
415
Waverton Investment Management
Waverton Investment Management
United Kingdom
$14.9M -$5.49M 1 1.03% Reduced
416
Federated Hermes
Federated Hermes
Pennsylvania
$14.9M -$4.5M 2 0.05% Reduced
417
NPA
Nichols & Pratt Advisers
Massachusetts
$14.9M +$119K 1 1.31% Increased
418
Norinchukin Bank
Norinchukin Bank
Japan
$14.6M +$3.23M 1 0.36% Increased
419
Pinnacle Associates
Pinnacle Associates
New York
$14.6M -$2.64M 1 0.29% Reduced
420
WAM
World Asset Management
Michigan
$14.5M -$3.16M 1 0.49% Reduced
421
CA
Cortland Associates
Missouri
$14.4M -$515K 1 2.96% Reduced
422
Bridgewater Associates
Bridgewater Associates
Connecticut
$14.4M -$637K 1 0.11% Reduced
423
TGA
Trilogy Global Advisors
Florida
$14.4M +$14.2M 1 0.3% New
424
TBA
Tower Bridge Advisors
Pennsylvania
$14.2M +$147K 1 1.74% Increased
425
Baird
Baird
Wisconsin
$14.1M +$2.2M 1 0.15% Increased