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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
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$13M +$104K 1 0.45% Increased
427
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$13M -$27.6M 3 0.08% Reduced
428
Lido Advisors
Lido Advisors
California
$12.9M +$1.71M 1 0.13% Increased
429
LW
Linscomb Wealth
Texas
$12.9M -$330K 1 0.68% Reduced
430
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$12.8M -$3.38M 1 0.34% Reduced
431
Hosking Partners
Hosking Partners
United Kingdom
$12.8M -$2.47M 1 0.59% Reduced
432
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$12.8M +$69.6K 1 0.13% Increased
433
NIG
NFJ Investment Group
Texas
$12.7M -$864K 1 0.34% Reduced
434
Achmea Investment Management
Achmea Investment Management
Netherlands
$12.7M +$1.29M 1 0.37% Increased
435
XF
XML Financial
Maryland
$12.6M +$150K 1 1.54% Increased
436
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$12.6M -$1.78M 1 0.2% Reduced
437
Madison Asset Management
Madison Asset Management
Wisconsin
$12.5M +$406K 1 0.19% Increased
438
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$12.5M +$1.59M 1 0.43% Increased
439
M2MC
Matthew 25 Management Corp
Pennsylvania
$12.4M -$746K 1 4.85% Reduced
440
TIM
Thompson Investment Management
Wisconsin
$12.4M +$15.4K 1 2.09% Increased
441
AHC
Adell Harriman & Carpenter
Texas
$12.2M +$294K 1 1.31% Increased
442
SCA
Snowden Capital Advisors
New York
$12.2M +$274K 1 0.47% Increased
443
Atria Wealth Solutions
Atria Wealth Solutions
New York
$12.1M -$1.28M 1 0.18% Reduced
444
SAM
Securian Asset Management
Minnesota
$12.1M -$12.2K 1 0.32% Reduced
445
BOK Financial
BOK Financial
Oklahoma
$12.1M -$1.37M 1 0.25% Reduced
446
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$12M +$474K 2 0.22% Increased
447
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$11.8M +$10.3M 1 0.31% Increased
448
TIP
Torray Investment Partners
Maryland
$11.7M +$86.8K 1 2.11% Increased
449
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$11.7M -$1.25M 1 0.32% Reduced
450
KFP
KMG Fiduciary Partners
Ohio
$11.6M -$414K 1 1.67% Reduced