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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
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$15.7M +$1.1M 1 4.23% Increased
427
CCM
Compass Capital Management
Minnesota
$15.7M +$410K 1 3.01% Increased
428
PCMF
Private Capital Management (Florida)
Florida
$15.6M -$631K 1 1.85% Reduced
429
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$15.6M -$1.16M 1 0.48% Reduced
430
DJSG
D.J. St. Germain
Massachusetts
$15.6M -$355K 1 2.35% Reduced
431
SPC
Stewart & Patten Company
California
$15.4M +$256K 1 3.12% Increased
432
Mutual of America Capital Management
Mutual of America Capital Management
New York
$15.4M +$132K 1 0.37% Increased
433
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$15.4M +$171K 1 0.78% Increased
434
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$15.2M -$1.68M 1 1.1% Reduced
435
Bridgewater Associates
Bridgewater Associates
Connecticut
$15.1M +$2M 1 0.12% Increased
436
ANI
American National Insurance
Texas
$15.1M $0 1 0.92% Maintained
437
CA
Cortland Associates
Missouri
$15M -$216K 1 3.59% Reduced
438
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$15M +$1.53K 1 1.8% Increased
439
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$14.9M -$9.92M 1 0.17% Reduced
440
NPA
Nichols & Pratt Advisers
Massachusetts
$14.8M +$157K 1 1.32% Increased
441
FSA
Franklin Street Advisors
North Carolina
$14.6M -$211K 1 2.78% Reduced
442
DP
Dearborn Partners
Illinois
$14.4M +$317K 1 1.4% Increased
443
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.4M -$365K 1 0.99% Reduced
444
Barings
Barings
North Carolina
$14.3M +$5.96M 1 0.31% Increased
445
TBA
Tower Bridge Advisors
Pennsylvania
$14.1M +$20.4K 1 1.78% Increased
446
MIS
Morningstar Investment Services
Illinois
$14.1M +$8.6M 1 0.73% Increased
447
AP
Atwood & Palmer
Missouri
$13.9M +$4.87M 1 2.63% Increased
448
NPF
Norris Perne & French
Michigan
$13.8M -$363K 1 2.67% Reduced
449
B
BP
United Kingdom
$13.8M $0 1 0.4% Maintained
450
CAM
Capstone Asset Management
Texas
$13.7M +$612K 1 0.47% Increased