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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
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$7.3M -$935K 1 0.46% Reduced
427
PCMK
Paragon Capital Management (Kansas)
Kansas
$7.29M +$207K 1 2.82% Increased
428
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$7.27M +$7.76M 1 0.41% New
429
FMT
First Mercantile Trust
Tennessee
$7.26M -$1.55M 1 0.74% Reduced
430
SAM
Securian Asset Management
Minnesota
$7.18M -$211K 1 0.21% Reduced
431
SW
SVB Wealth
Massachusetts
$7.18M -$6.71M 1 0.28% Reduced
432
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$7.08M -$7.93M 1 0.07% Reduced
433
WIC
Willis Investment Counsel
Georgia
$7.03M +$1.87M 1 0.64% Increased
434
LIM
Lathrop Investment Management
Arkansas
$7.02M -$580K 1 2.3% Reduced
435
LRPA
L. Roy Papp & Associates
Arizona
$7.01M -$1.58M 1 1.72% Reduced
436
MUFG Americas
MUFG Americas
New York
$7M -$8.13M 1 0.25% Reduced
437
T
TOBAM
France
$6.98M +$3.25M 1 0.3% Increased
438
JGC
J. Goldman & Co
New York
$6.97M +$7.44M 1 0.72% New
439
CONA
Capital One National Association
New York
$6.91M +$803K 2 0.6% Increased
440
CIBC World Market
CIBC World Market
Ontario, Canada
$6.9M +$909K 1 0.04% Increased
441
BIC
Bridges Investment Counsel
Nebraska
$6.89M $0 1 1.19% Maintained
442
AMI
Amica Mutual Insurance
Rhode Island
$6.82M +$959K 1 0.62% Increased
443
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$6.82M -$1.32M 1 0.45% Reduced
444
Covington Capital Management
Covington Capital Management
California
$6.81M -$2.35M 1 0.66% Reduced
445
Waverton Investment Management
Waverton Investment Management
United Kingdom
$6.76M -$1.66M 1 0.51% Reduced
446
BPB
Badgley, Phelps & Bell
Washington
$6.72M -$798K 1 0.66% Reduced
447
CISOA
Capital Investment Services of America
Wisconsin
$6.63M -$686K 1 1.3% Reduced
448
Squarepoint
Squarepoint
New York
$6.62M +$6.56M 2 0.73% Increased
449
SSB
Sandy Spring Bank
Maryland
$6.6M -$1.79M 1 0.77% Reduced
450
MAI Capital Management
MAI Capital Management
Ohio
$6.58M -$5.63M 1 0.5% Reduced