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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
OI
Oakbrook Investments
Illinois
$11.2M +$595K 1 0.6% Increased
452
SSB
Sandy Spring Bank
Maryland
$11.1M -$34.7K 1 1.29% Reduced
453
EA
Euclid Advisors
Connecticut
$11.1M -$41.4M 1 0.2% Reduced
454
Shelton Capital Management
Shelton Capital Management
Colorado
$11M +$1.48M 1 1.19% Increased
455
FBA
Front Barnett Associates
Illinois
$10.9M -$503K 1 2.01% Reduced
456
PRA
Parametric Risk Advisors
Connecticut
$10.9M $0 1 0.74% Maintained
457
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.9M -$169K 1 0.7% Reduced
458
CC
Cornerstone Capital
California
$10.9M -$199K 1 2.84% Reduced
459
DC
Deere & Company
Illinois
$10.9M +$391K 1 0.58% Increased
460
Martingale Asset Management
Martingale Asset Management
Massachusetts
$10.7M +$4.74M 1 0.26% Increased
461
SAM
Securian Asset Management
Minnesota
$10.7M +$253K 1 0.31% Increased
462
BPB
Badgley, Phelps & Bell
Washington
$10.6M -$112K 1 1.04% Reduced
463
Meyer Handelman Company
Meyer Handelman Company
New York
$10.6M +$282K 1 0.48% Increased
464
CA
Cullinan Associates
Kentucky
$10.5M +$10.7M 1 0.82% New
465
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$10.5M $0 1 0.69% Maintained
466
FTB
First Trust Bank
Bahamas
$10.4M +$3.52M 1 14.45% Increased
467
Intact Investment Management
Intact Investment Management
Quebec, Canada
$10.3M +$9.77M 1 0.42% Increased
468
BUB
BBVA USA Bancshares
Texas
$10.3M +$753K 1 0.46% Increased
469
EP Wealth Advisors
EP Wealth Advisors
California
$10.2M +$432K 1 1.92% Increased
470
CISOA
Capital Investment Services of America
Wisconsin
$10.1M -$129K 1 2.32% Reduced
471
Profund Advisors
Profund Advisors
Maryland
$10.1M -$257K 1 0.39% Reduced
472
VWM
Valley Wealth Managers
New Jersey
$10M +$228K 1 1.73% Increased
473
AC
Amici Capital
New York
$9.97M $0 1 0.36% Maintained
474
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$9.86M +$2.6M 1 0.65% Increased
475
Creative Planning
Creative Planning
Kansas
$9.82M -$155K 2 0.09% Reduced