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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
451
PFM
Parsec Financial Management
North Carolina
$12.4M +$12.9M 1 1.68% New
452
ANI
American National Insurance
Texas
$12.3M +$12.9M 1 0.92% New
453
FAM
Fiduciary Asset Management
Missouri
$12.3M +$12.8M 1 2.7% New
454
Panagora Asset Management
Panagora Asset Management
Massachusetts
$12.3M +$12.8M 1 0.06% New
455
VanEck Associates
VanEck Associates
New York
$12.2M +$12.8M 1 0.07% New
456
NIM
Northeast Investment Management
Massachusetts
$12.2M +$12.7M 1 1.57% New
457
Wilmington Trust National Association
Wilmington Trust National Association
Delaware
$12.1M +$12.6M 1 0.52% New
458
NPF
Norris Perne & French
Michigan
$11.8M +$12.3M 1 2.53% New
459
Perkins Investment Management
Perkins Investment Management
Illinois
$11.8M +$12.3M 1 0.08% New
460
CCM
Compass Capital Management
Minnesota
$11.7M +$12.3M 1 2.86% New
461
Eastern Bank
Eastern Bank
Massachusetts
$11.7M +$12.2M 1 1.09% New
462
FSA
Franklin Street Advisors
North Carolina
$11.7M +$12.2M 1 2.88% New
463
DM
Delphi Management
Massachusetts
$11.7M +$12.2M 1 1.39% New
464
Alyeska Investment Group
Alyeska Investment Group
Illinois
$11.5M +$12.1M 1 0.57% New
465
GIM
Goelzer Investment Management
Indiana
$11.5M +$12M 1 1.22% New
466
AP
Atwood & Palmer
Missouri
$11.5M +$12M 1 3.11% New
467
RGA
Red Granite Advisors
Wisconsin
$11.5M +$12M 1 2.87% New
468
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$11.5M +$12M 1 0.49% New
469
TBA
Tower Bridge Advisors
Pennsylvania
$11.4M +$11.9M 1 1.69% New
470
SPC
Stewart & Patten Company
California
$11.4M +$11.9M 1 2.45% New
471
BPBT
Boston Private Bank & Trust
Massachusetts
$11.4M +$11.9M 1 0.66% New
472
HCM
Howland Capital Management
Massachusetts
$11.4M +$11.9M 1 1.79% New
473
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$11.3M +$11.8M 1 0.94% New
474
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$11.3M +$11.8M 1 0.46% New
475
LCM
Logan Capital Management
Pennsylvania
$11.3M +$12.9M 1 0.91% New