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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
GHA
Garcia Hamilton & Associates
Texas
$13.7M -$262K 1 3.22% Reduced
477
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$13.5M +$258K 1 2.2% Increased
478
HCMNY
Howard Capital Management (New York)
New York
$13.5M +$740K 1 2.66% Increased
479
DY
Dowling & Yahnke
California
$13.5M -$108K 2 1.77% Reduced
480
FBA
Front Barnett Associates
Illinois
$13.5M -$233K 1 2.61% Reduced
481
Covington Capital Management
Covington Capital Management
California
$13.3M -$356K 1 1.3% Reduced
482
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$13.2M +$11.8M 1 0.3% Increased
483
Norinchukin Bank
Norinchukin Bank
Japan
$13.2M +$477K 1 0.37% Increased
484
PRA
Parametric Risk Advisors
Connecticut
$13.1M -$105K 1 0.91% Reduced
485
AMM
American Money Management
California
$13.1M -$32.5K 1 11.12% Reduced
486
AL
Agran Libbie
California
$13M -$49.8K 1 3.49% Reduced
487
BOK Financial
BOK Financial
Oklahoma
$13M +$940K 1 0.43% Increased
488
LCM
Logan Capital Management
Pennsylvania
$12.8M -$1.81K 1 0.93% Reduced
489
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$12.8M +$195K 1 1.11% Increased
490
AIM
Allen Investment Management
New York
$12.8M +$2.66M 1 1.99% Increased
491
NEI
Northwest & Ethical Investments
Ontario, Canada
$12.7M -$1.1M 1 0.83% Reduced
492
DBG
De Burlo Group
Massachusetts
$12.7M +$4.27M 1 3.06% Increased
493
CC
Cornerstone Capital
California
$12.7M +$336K 1 3.63% Increased
494
DCM
Dupont Capital Management
Delaware
$12.7M +$5.44M 1 0.2% Increased
495
CAM
Centre Asset Management
New York
$12.6M -$2.11M 1 1.86% Reduced
496
SSB
Sandy Spring Bank
Maryland
$12.6M +$229K 1 1.94% Increased
497
CI Global Investments
CI Global Investments
California
$12.6M +$12M 1 0.33% New
498
MIM
Marco Investment Management
Georgia
$12.5M -$994K 1 2.61% Reduced
499
Gabelli Funds
Gabelli Funds
New York
$12.5M -$264K 1 0.06% Reduced
500
BPB
Badgley, Phelps & Bell
Washington
$12.5M -$290K 1 1.28% Reduced