← All themes Artificial Intelligence

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	Salem Investment Counselors Winston Salem, North Carolina	$12M	+$215K	1	1.66%	Increased
452	Royce & Associates New York	$12M	-$517K	1	0.04%	Reduced
453	MIM Marco Investment Management Atlanta, Georgia	$11.8M	+$144K	1	2.7%	Increased
454	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$11.7M	+$946K	1	2.42%	Increased
455	FBA Front Barnett Associates Chicago, Illinois	$11.6M	+$14.8K	1	2.48%	Increased
456	AIM Avity Investment Management Greenwich, Connecticut	$11.6M	+$1.13M	1	2.4%	Increased
457	Edge Asset Management Seattle, Washington	$11.5M	+$237K	1	0.14%	Increased
458	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.5M	+$4.34M	1	0.35%	Increased
459	GCM Glynn Capital Management Menlo Park, California	$11.5M	+$1.76M	1	3.79%	Increased
460	Millennium Management New York	$11.4M	-$461K	3	0.04%	Reduced
461	LSV Asset Management Chicago, Illinois	$11.4M	+$1.57M	1	0.03%	Increased
462	DY Dowling & Yahnke San Diego, California	$11.4M	-$537K	1	1.78%	Reduced
463	Covington Capital Management Los Angeles, California	$11.2M	+$554K	1	1.29%	Increased
464	SL Summitry LLC Foster City, California	$11.2M	+$10.9M	1	1.7%	New
465	PRA Parametric Risk Advisors Westport, Connecticut	$11.2M	+$3.05M	1	0.79%	Increased
466	Wilmington Savings Fund Society Wilmington, Delaware	$11.2M	+$138K	1	0.69%	Increased
467	AL Agran Libbie Santa Monica, California	$11.2M	+$144K	1	3.25%	Increased
468	BPB Badgley, Phelps & Bell Seattle, Washington	$11.1M	-$198K	1	1.24%	Reduced
469	WBC Westpac Banking Corp Sydney, Australia	$11.1M	+$904K	1	0.14%	Increased
470	Norinchukin Bank Tokyo, Japan	$11M	+$279K	1	0.32%	Increased
471	Veritable Wilmington, Delaware	$11M	+$3.35M	1	0.26%	Increased
472	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$11M	+$534K	1	2.04%	Increased
473	MAM Myriad Asset Management North Point, Hong Kong	$11M	$0	1	9.69%	Maintained
474	HTI Hikari Tsushin Inc Tokyo, Japan	$10.9M	$0	1	2.08%	Maintained
475	KB Kimelman & Baird New York	$10.8M	+$68.8K	1	2.16%	Increased