← 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
DCM
Dupont Capital Management
Delaware
$6.47M +$2.16M 2 0.15% Increased
452
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$6.46M +$2.33M 1 0.55% Increased
453
Covington Capital Management
Covington Capital Management
California
$6.37M -$575K 1 0.61% Reduced
454
BCM
BTR Capital Management
California
$6.33M +$597K 1 1.47% Increased
455
MAI Capital Management
MAI Capital Management
Ohio
$6.3M -$413K 1 0.48% Reduced
456
Braun Stacey Associates
Braun Stacey Associates
New York
$6.29M +$6M 1 0.41% New
457
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.25M +$1.45M 1 0.53% Increased
458
CIBC World Market
CIBC World Market
Ontario, Canada
$6.24M -$777K 1 0.03% Reduced
459
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$6.18M -$1.02M 1 0.06% Reduced
460
UR
USCA RIA
Texas
$6.16M +$1.53M 1 1.12% Increased
461
PRA
Parametric Risk Advisors
Connecticut
$6.15M +$631K 1 0.42% Increased
462
CC
Cornerstone Capital
California
$6.14M +$125K 1 1.35% Increased
463
SM
Senvest Management
New York
$6.14M +$5.85M 1 0.52% New
464
TCW Group
TCW Group
California
$6.14M -$2.28M 1 0.05% Reduced
465
QS Investors
QS Investors
New York
$6.12M -$71.4K 1 0.06% Reduced
466
PCM
Palouse Capital Management
Washington
$6.11M +$152K 1 2.49% Increased
467
Daiwa Securities Group
Daiwa Securities Group
Japan
$6.08M +$2.96M 2 0.04% Increased
468
HAM
Harber Asset Management
North Carolina
$6.08M -$329K 1 3.56% Reduced
469
FCM
Firsthand Capital Management
California
$6.07M $0 2 5.23% Maintained
470
SIM
Sentry Investment Management
Wisconsin
$6.03M +$109K 1 0.27% Increased
471
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$6.02M +$1.1M 1 0.62% Increased
472
LIC
Lodestar Investment Counsel
Illinois
$5.99M -$638K 1 0.86% Reduced
473
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$5.95M -$978K 1 0.39% Reduced
474
SIP
Stoneridge Investment Partners
Pennsylvania
$5.93M -$110K 1 0.87% Reduced
475
North Star Asset Management
North Star Asset Management
Wisconsin
$5.88M -$21.9K 1 0.69% Reduced