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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
476
Royce & Associates
Royce & Associates
New York
$11.2M +$10.9M 1 0.03% New
477
Trillium Asset Management
Trillium Asset Management
Massachusetts
$11.2M +$11.7M 1 1.38% New
478
JCM
Janney Capital Management
Pennsylvania
$11.1M +$11.6M 1 1.09% New
479
NPA
Nichols & Pratt Advisers
Massachusetts
$11.1M +$11.6M 1 1.16% New
480
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$11.1M +$11.6M 1 0.54% New
481
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$11M +$11.5M 1 0.24% New
482
WCP
Welch Capital Partners
New York
$11M +$11.4M 1 3.83% New
483
MCM
Maryland Capital Management
Maryland
$10.8M +$11.3M 1 1.89% New
484
DY
Dowling & Yahnke
California
$10.8M +$11.3M 1 1.8% New
485
AL
AJO LP
Pennsylvania
$10.8M +$11.3M 1 0.05% New
486
Millennium Management
Millennium Management
New York
$10.7M +$10.8M 2 0.03% New
487
Gabelli Funds
Gabelli Funds
New York
$10.7M +$11.2M 1 0.06% New
488
Mizuho Securities USA
Mizuho Securities USA
New York
$10.7M +$11.2M 1 0.53% New
489
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$10.7M +$11.1M 1 1.54% New
490
CIC
Chase Investment Counsel
Virginia
$10.6M +$11M 1 2.81% New
491
MIM
Marco Investment Management
Georgia
$10.5M +$11M 1 3.05% New
492
FBA
Front Barnett Associates
Illinois
$10.5M +$11M 1 2.42% New
493
AC
Amiya Capital
United Kingdom
$10.5M +$10.9M 1 3.51% New
494
B
BP
United Kingdom
$10.4M +$10.8M 1 0.63% New
495
GJCM
Grand Jean Capital Management
California
$10.4M +$10.8M 1 4.04% New
496
Synovus Financial
Synovus Financial
Georgia
$10.3M +$10.7M 1 0.31% New
497
BPB
Badgley, Phelps & Bell
Washington
$10.2M +$10.7M 1 1.21% New
498
BOK Financial
BOK Financial
Oklahoma
$10.2M +$10.7M 1 0.39% New
499
Edge Asset Management
Edge Asset Management
Washington
$10.2M +$10.7M 1 0.13% New
500
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$10M +$10.5M 1 0.65% New