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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
426
NRS
Neville Rodie & Shaw
New York
$17.3M -$142K 1 1.74% Reduced
427
Trillium Asset Management
Trillium Asset Management
Massachusetts
$17.2M +$1.49M 1 1.48% Increased
428
PCMF
Private Capital Management (Florida)
Florida
$17.2M -$391K 1 1.97% Reduced
429
Scotia Capital
Scotia Capital
Ontario, Canada
$17.1M +$1.57M 1 0.37% Increased
430
Aristotle Capital Management
Aristotle Capital Management
California
$17M +$17.1M 1 0.23% New
431
Baird
Baird
Wisconsin
$17M -$1.2M 1 0.24% Reduced
432
HCM
Howland Capital Management
Massachusetts
$16.9M +$405K 1 1.73% Increased
433
DJSG
D.J. St. Germain
Massachusetts
$16.9M -$2.1M 1 2.48% Reduced
434
UMB Bank
UMB Bank
Missouri
$16.8M -$651K 1 0.8% Reduced
435
LRPA
L. Roy Papp & Associates
Arizona
$16.7M -$109K 1 3.76% Reduced
436
JCM
Jag Capital Management
Missouri
$16.4M -$197K 1 3.2% Reduced
437
Destination Wealth Management
Destination Wealth Management
California
$16.4M +$1.59K 1 1.69% Increased
438
FAM
Fiduciary Asset Management
Missouri
$16.3M +$1.73M 1 3.17% Increased
439
CA
Cortland Associates
Missouri
$16.2M -$255K 1 3.23% Reduced
440
CCM
Compass Capital Management
Minnesota
$16.2M -$39.9K 1 3.12% Reduced
441
Mutual of America Capital Management
Mutual of America Capital Management
New York
$16.1M -$398K 1 0.38% Reduced
442
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$16.1M +$422K 1 0.81% Increased
443
SPC
Stewart & Patten Company
California
$16.1M +$192K 1 3.24% Increased
444
ANI
American National Insurance
Texas
$16M $0 1 0.97% Maintained
445
Wilmington Trust National Association
Wilmington Trust National Association
Delaware
$16M +$986K 1 0.55% Increased
446
IAM
Impax Asset Management
New Hampshire
$15.9M +$11.2M 1 1% Increased
447
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$15.8M +$810K 1 1.92% Increased
448
Millennium Management
Millennium Management
New York
$15.7M +$8.41M 2 0.04% Increased
449
FSA
Franklin Street Advisors
North Carolina
$15.7M -$11.7K 1 3% Reduced
450
BPBT
Boston Private Bank & Trust
Massachusetts
$15.6M +$301K 1 0.76% Increased