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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
RP
Rowlandmiller & Partners
Georgia
$6.17M -$117K 1 2.09% Reduced
427
Meag Munich Ergo
Meag Munich Ergo
Germany
$6.11M +$2.56M 1 0.31% Increased
428
GAI
General American Investors
New York
$6.11M $0 1 0.6% Maintained
429
BCM
Bourgeon Capital Management
Connecticut
$6.1M +$65.6K 1 3.3% Increased
430
RIA
RPG Investment Advisory
California
$6.08M +$60.2K 2 1.44% Increased
431
RI
Redwood Investments
Massachusetts
$6.08M -$674K 1 0.47% Reduced
432
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$5.98M -$512K 1 0.8% Reduced
433
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.94M +$491K 1 0.11% Increased
434
WC
Wexford Capital
Florida
$5.93M -$24.9M 1 0.83% Reduced
435
Huntington National Bank
Huntington National Bank
Ohio
$5.92M -$933K 1 0.1% Reduced
436
BBI
Baxter Bros Inc
Connecticut
$5.89M +$395K 1 1.33% Increased
437
UH
Unigestion Holding
Switzerland
$5.84M +$5.77M 1 0.16% New
438
LW
Linscomb Wealth
Texas
$5.78M +$199K 1 0.47% Increased
439
SIM
Sentry Investment Management
Wisconsin
$5.76M $0 1 0.38% Maintained
440
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$5.74M +$556K 1 0.21% Increased
441
BAS
Brown Advisory Securities
Maryland
$5.73M -$3.01K 1 1.61% Reduced
442
Brown Advisory
Brown Advisory
Maryland
$5.67M -$104K 1 0.02% Reduced
443
GAM
Griffin Asset Management
New York
$5.67M -$645K 1 0.88% Reduced
444
Gratus Capital
Gratus Capital
Georgia
$5.59M -$2.62M 1 0.91% Reduced
445
Stephens Inc
Stephens Inc
Arkansas
$5.49M +$227K 1 0.12% Increased
446
SCM
Sandler Capital Management
New York
$5.49M +$579K 1 0.48% Increased
447
Oppenheimer & Co
Oppenheimer & Co
New York
$5.45M -$1.43M 1 0.15% Reduced
448
BIAS
Beacon Investment Advisory Services
New Jersey
$5.41M +$334K 1 0.54% Increased
449
Capital International
Capital International
California
$5.38M $0 1 0.81% Maintained
450
OI
Oakbrook Investments
Illinois
$5.34M +$5.27M 1 0.35% New