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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
526
MRCM
M&R Capital Management
New Jersey
$9.01M +$9.41M 1 2.6% New
527
Cohen & Steers
Cohen & Steers
New York
$8.98M +$9.38M 1 0.03% New
528
DC
Deere & Company
Illinois
$8.98M +$9.38M 1 0.55% New
529
RS Investment Management
RS Investment Management
California
$8.96M +$9.1M 2 0.06% New
530
OPCM
Osborne Partners Capital Management
California
$8.96M +$9.35M 1 1.28% New
531
PP
Patten & Patten
Tennessee
$8.95M +$9.35M 1 1.47% New
532
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$8.94M +$9.34M 1 0.86% New
533
GGI
Godsey & Gibb Inc
Virginia
$8.93M +$9.33M 1 2.07% New
534
LSV Asset Management
LSV Asset Management
Illinois
$8.88M +$9.28M 1 0.02% New
535
SM
Seminole Management
New York
$8.84M +$9.23M 1 0.5% New
536
CISOA
Capital Investment Services of America
Wisconsin
$8.82M +$9.21M 1 2.54% New
537
GCM
Glynn Capital Management
California
$8.8M +$9.19M 1 3.54% New
538
FAB
First American Bank
Illinois
$8.79M +$9.18M 1 1.22% New
539
TBA
Train Babcock Advisors
New York
$8.73M +$9.12M 1 3.3% New
540
Colony Group
Colony Group
Massachusetts
$8.71M +$9.1M 1 1.74% New
541
MJRIC
Mogy Joel R Investment Counsel
California
$8.66M +$9.05M 1 2.1% New
542
SIC
Schwartz Investment Counsel
Michigan
$8.61M +$8.99M 1 0.86% New
543
HCMNY
Howard Capital Management (New York)
New York
$8.5M +$8.87M 1 2.22% New
544
RFA
Reilly Financial Advisors
California
$8.46M +$8.86M 1 2.5% New
545
SCM
Sirios Capital Management
Massachusetts
$8.42M +$8.79M 1 1.29% New
546
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$8.37M +$8.74M 1 0.53% New
547
Whittier Trust
Whittier Trust
California
$8.36M +$8.73M 1 0.47% New
548
IG
Ithaka Group
Virginia
$8.34M +$8.7M 1 2.45% New
549
KLWA
Kelly Lawrence W & Associates
California
$8.31M +$8.68M 1 2.11% New
550
HCM
Harvey Capital Management
Florida
$8.3M +$8.67M 1 5.15% New