← 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
MJRIC
Mogy Joel R Investment Counsel
California
$12.7M +$476K 1 2.4% Increased
452
FAB
First American Bank
Illinois
$12.6M +$4.14M 1 1.34% Increased
453
HCMNY
Howard Capital Management (New York)
New York
$12.5M +$289K 1 2.41% Increased
454
KB
Kimelman & Baird
New York
$12.3M +$137K 1 2.22% Increased
455
First Manhattan
First Manhattan
New York
$12.3M -$124K 1 0.07% Reduced
456
Nomura Holdings
Nomura Holdings
Japan
$12.3M +$7.06M 1 0.03% Increased
457
FBA
Front Barnett Associates
Illinois
$12.3M -$31.8K 1 2.32% Reduced
458
DIA
Denver Investment Advisors
Colorado
$12.1M +$2.27M 1 0.39% Increased
459
AL
Airain Ltd
Guernsey
$12M +$3.13M 2 0.99% Increased
460
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$12M +$2.06M 1 0.37% Increased
461
SSB
Sandy Spring Bank
Maryland
$12M +$14.3K 1 1.44% Increased
462
CM
Capital Management
Virginia
$12M +$489K 1 3.69% Increased
463
CC
Cornerstone Capital
California
$11.9M -$302K 1 3.14% Reduced
464
Moore Capital Management
Moore Capital Management
New York
$11.9M +$8.05M 1 0.38% Increased
465
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.9M -$2.37M 1 0.79% Reduced
466
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$11.8M +$135K 1 1.07% Increased
467
PRA
Parametric Risk Advisors
Connecticut
$11.7M -$518K 1 0.78% Reduced
468
GGI
Godsey & Gibb Inc
Virginia
$11.7M +$674K 1 2.17% Increased
469
CEP
Chicago Equity Partners
Illinois
$11.6M -$46.7M 1 0.31% Reduced
470
NG
NatWest Group
United Kingdom
$11.6M -$1.33M 1 0.1% Reduced
471
Perkins Investment Management
Perkins Investment Management
Illinois
$11.6M +$4.22M 1 0.11% Increased
472
BPB
Badgley, Phelps & Bell
Washington
$11.5M -$142K 1 1.12% Reduced
473
OI
Oakbrook Investments
Illinois
$11.3M -$1.11M 1 0.61% Reduced
474
OPCM
Osborne Partners Capital Management
California
$11.3M +$85.7K 1 1.37% Increased
475
GL
GLG LLC
New York
$11.3M +$46.8K 1 0.34% Increased