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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
KFP
KMG Fiduciary Partners
Ohio
$14.4M +$3.47M 1 1.87% Increased
402
Grimes & Company
Grimes & Company
Massachusetts
$14.4M -$125K 1 0.51% Reduced
403
SCA
Stonebridge Capital Advisors
Minnesota
$14.2M +$468K 1 1.51% Increased
404
Colony Group
Colony Group
Massachusetts
$14.1M -$305K 1 0.2% Reduced
405
PWP
Private Wealth Partners
California
$14M +$170K 1 1.29% Increased
406
SG Americas Securities
SG Americas Securities
New York
$14M +$1.16M 2 0.11% Increased
407
NPF
Norris Perne & French
Michigan
$14M -$2.9M 1 1.18% Reduced
408
TSAM
Trinity Street Asset Management
United Kingdom
$14M -$44.6K 1 1.55% Reduced
409
Madison Asset Management
Madison Asset Management
Wisconsin
$13.9M +$2.12M 1 0.2% Increased
410
Profund Advisors
Profund Advisors
Maryland
$13.9M +$1.65M 1 0.75% Increased
411
H
HoyleCohen
California
$13.8M -$561K 1 1.22% Reduced
412
RCW
Rheos Capital Works
Japan
$13.7M $0 1 0.74% Maintained
413
IHL
Investment House LLC
California
$13.6M -$3.4M 1 1.02% Reduced
414
DJSG
D.J. St. Germain
Massachusetts
$13.6M +$13.1M 1 0.72% New
415
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$13.6M -$9.31K 1 0.22% Reduced
416
KHCM
Kettle Hill Capital Management
New York
$13.5M +$13.1M 1 2.69% New
417
BBA
Baader Bank Aktiengesellschaft
Germany
$13.5M -$205K 1 0.68% Reduced
418
Washington Trust
Washington Trust
Rhode Island
$13.5M +$764K 1 0.57% Increased
419
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$13.4M -$1.93M 1 0.22% Reduced
420
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$13.4M +$2.06M 1 0.21% Increased
421
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$13.4M -$13M 1 0.49% Reduced
422
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$13.4M -$1.81M 2 0.2% Reduced
423
Lido Advisors
Lido Advisors
California
$13.2M +$1.14M 1 0.09% Increased
424
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$13.2M +$2.09M 1 0.34% Increased
425
NCM
Noesis Capital Mangement
Florida
$13.1M +$233K 1 3.23% Increased