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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
Fiduciary Trust
Fiduciary Trust
Massachusetts
$6.81M -$2.5M 1 0.31% Reduced
477
DA
Dillon & Associates
Michigan
$6.79M +$40.7K 1 3.4% Increased
478
CCM
Criterion Capital Management
California
$6.7M +$11M 1 0.23% New
479
Westfield Capital Management
Westfield Capital Management
Massachusetts
$6.66M -$77.3K 1 0.05% Reduced
480
CC
Cornerstone Capital
California
$6.63M -$920K 1 1.65% Reduced
481
SIP
Stoneridge Investment Partners
Pennsylvania
$6.63M +$7.33M 1 0.93% New
482
SBWM
Sunflower Bank Wealth Management
Arizona
$6.62M -$134K 1 2.41% Reduced
483
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$6.6M -$142K 1 0.23% Reduced
484
TCM
Twin Capital Management
Pennsylvania
$6.58M -$225K 1 0.62% Reduced
485
SIM
Sentry Investment Management
Wisconsin
$6.54M -$196K 1 0.32% Reduced
486
CIBC World Market
CIBC World Market
Ontario, Canada
$6.5M +$1.1M 1 0.03% Increased
487
PCM
Palouse Capital Management
Washington
$6.48M -$119K 1 2.5% Reduced
488
TIM
Thompson Investment Management
Wisconsin
$6.48M +$175K 1 1.4% Increased
489
ST
Sentinel Trust
Texas
$6.42M +$644K 1 0.97% Increased
490
MRCM
M&R Capital Management
New Jersey
$6.4M -$609K 1 1.77% Reduced
491
VW
Vantage Wealth
California
$6.38M +$1.5M 1 3.89% Increased
492
AMI
Amica Mutual Insurance
Rhode Island
$6.36M $0 1 0.61% Maintained
493
CONA
Capital One National Association
New York
$6.36M +$905K 2 0.61% Increased
494
PDN
Pensionfund DSM Netherlands
Netherlands
$6.34M +$1M 1 0.92% Increased
495
FBB
Fulton Breakefield Broenniman
Maryland
$6.32M -$323K 1 1.49% Reduced
496
DL
Delta Lloyd
Netherlands
$6.31M +$421K 1 0.2% Increased
497
Engineers Gate Manager
Engineers Gate Manager
New York
$6.26M +$8.88M 2 0.53% Increased
498
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$6.26M -$520K 2 0.13% Reduced
499
NCM
Novare Capital Management
North Carolina
$6.25M +$297K 1 1.72% Increased
500
HL Financial Services
HL Financial Services
Kentucky
$6.22M -$307K 1 0.18% Reduced