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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
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$5.79M +$5.52M 1 0.34% New
477
First Allied Advisory Services
First Allied Advisory Services
California
$5.78M -$3.46K 1 0.32% Reduced
478
RAM
RK Asset Management
Michigan
$5.78M +$330K 1 4.83% Increased
479
LRPA
L. Roy Papp & Associates
Arizona
$5.68M -$1.42M 1 1.35% Reduced
480
BAM
Berkshire Asset Management
Pennsylvania
$5.68M +$21.1K 1 0.88% Increased
481
DC
Deere & Company
Illinois
$5.67M -$2.19M 1 0.3% Reduced
482
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.67M +$620K 1 0.12% Increased
483
CCM
Convector Capital Management
New York
$5.62M -$3.93M 1 5.69% Reduced
484
PHAM
Pacific Heights Asset Management
California
$5.62M -$244K 1 0.54% Reduced
485
TCM
Tufton Capital Management
Maryland
$5.54M +$349K 1 1.38% Increased
486
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$5.54M -$1.17K 1 0.14% Reduced
487
IHL
Investment House LLC
California
$5.52M +$46.3K 1 0.88% Increased
488
M
MOTCO
Texas
$5.48M +$448K 1 0.62% Increased
489
APFBOT
Amica Pension Fund Board of Trustees
Rhode Island
$5.46M +$1.11M 1 0.71% Increased
490
CONA
Capital One National Association
New York
$5.45M -$362K 2 0.49% Reduced
491
EIM
Emerson Investment Management
Massachusetts
$5.41M +$127K 1 1.03% Increased
492
HCM
Horan Capital Management
Maryland
$5.39M +$690K 1 1.5% Increased
493
ST
Sentinel Trust
Texas
$5.38M +$1.01M 1 0.79% Increased
494
FPCP
Fort Point Capital Partners
California
$5.38M +$253K 2 2.73% Increased
495
GAAM
Guinness Atkinson Asset Management
California
$5.37M $0 1 3.32% Maintained
496
LH
Lebenthal Holdings
New York
$5.36M +$1.13M 1 0.94% Increased
497
First Manhattan
First Manhattan
New York
$5.35M +$1.28M 1 0.03% Increased
498
CIS
Connors Investor Services
Pennsylvania
$5.33M +$367K 1 1.06% Increased
499
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$5.33M -$75.9K 1 0.13% Reduced
500
Rafferty Asset Management
Rafferty Asset Management
New York
$5.31M +$3.57M 1 0.29% Increased