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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
TCM
Tufton Capital Management
Maryland
$6.44M +$62.6K 1 1.36% Increased
427
OPCM
Osborne Partners Capital Management
California
$6.38M -$218K 1 1.22% Reduced
428
Guinness Asset Management
Guinness Asset Management
United Kingdom
$6.34M +$497K 1 1.03% Increased
429
GAM
Griffin Asset Management
New York
$6.3M -$618K 1 0.8% Reduced
430
Marshall Wace North America
Marshall Wace North America
New York
$6.28M -$1.55M 1 0.04% Reduced
431
RP
Rowlandmiller & Partners
Georgia
$6.21M -$63K 1 2.15% Reduced
432
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$6.2M +$32.2K 1 0.07% Increased
433
LMR Partners
LMR Partners
United Kingdom
$6.14M +$5.91M 1 0.22% New
434
WIA
Wealthstreet Investment Advisors
Texas
$6.14M -$36.5K 1 0.79% Reduced
435
Busey Bank
Busey Bank
Illinois
$6.1M -$539K 1 0.58% Reduced
436
GAI
General American Investors
New York
$6.09M -$4.03M 1 0.58% Reduced
437
RIA
RPG Investment Advisory
California
$6.03M -$6.89M 2 1.42% Reduced
438
SCA
Stonebridge Capital Advisors
Minnesota
$6.03M -$74.9K 1 1.07% Reduced
439
BCM
Bourgeon Capital Management
Connecticut
$6.01M +$5.79M 1 3.49% New
440
RGI
River Global Investors
United Kingdom
$5.98M +$5.76M 1 0.42% New
441
Maverick Capital
Maverick Capital
Texas
$5.96M +$5.74M 1 0.09% New
442
First Pacific Advisors
First Pacific Advisors
California
$5.87M -$1.53M 1 0.05% Reduced
443
Brown Advisory
Brown Advisory
Maryland
$5.75M -$5.42M 1 0.02% Reduced
444
SIM
Sentry Investment Management
Wisconsin
$5.75M +$126K 1 0.38% Increased
445
BAS
Brown Advisory Securities
Maryland
$5.72M -$1.17M 1 1.52% Reduced
446
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$5.63M -$3.28M 1 0.04% Reduced
447
North Star Asset Management
North Star Asset Management
Wisconsin
$5.63M -$297K 1 0.44% Reduced
448
LW
Linscomb Wealth
Texas
$5.57M +$88.8K 1 0.46% Increased
449
MAM
Meeder Asset Management
Ohio
$5.56M +$5.35M 1 0.39% Increased
450
BBI
Baxter Bros Inc
Connecticut
$5.48M +$301K 1 1.25% Increased