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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
551
Busey Bank
Busey Bank
Illinois
$4.95M +$371K 1 0.71% Increased
552
SIC
SFE Investment Counsel
California
$4.94M -$789K 1 2.36% Reduced
553
LI
LMCG Investments
Massachusetts
$4.93M -$1.95M 1 0.11% Reduced
554
GIP
Greatmark Investment Partners
Georgia
$4.9M +$311K 1 2.26% Increased
555
Alpha Cubed Investments
Alpha Cubed Investments
California
$4.87M +$3M 1 1.28% Increased
556
Fulton Bank
Fulton Bank
Pennsylvania
$4.86M +$75.2K 1 0.55% Increased
557
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$4.84M +$1.5M 1 0.66% Increased
558
B
BP
United Kingdom
$4.83M $0 1 0.22% Maintained
559
PL
Parkwood LLC
Ohio
$4.83M +$235K 1 0.79% Increased
560
GAM
Griffin Asset Management
New York
$4.82M +$60.3K 1 2% Increased
561
TCM
Tufton Capital Management
Maryland
$4.78M -$199K 1 1.05% Reduced
562
FBA
Front Barnett Associates
Illinois
$4.74M -$638K 1 0.98% Reduced
563
Cohen & Steers
Cohen & Steers
New York
$4.71M +$2.1M 1 0.01% Increased
564
CI
Cowen Inc
New York
$4.7M +$3.51M 1 0.28% Increased
565
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$4.69M +$5.19M 1 0.83% New
566
PP
Patten & Patten
Tennessee
$4.68M -$625K 1 0.71% Reduced
567
KIG
Kovitz Investment Group
Illinois
$4.68M -$36.7K 1 0.27% Reduced
568
WC
Woodstock Corp
Massachusetts
$4.66M +$101K 1 1.06% Increased
569
FBC
Fairfield, Bush & Co
Connecticut
$4.6M -$2.47M 1 2.02% Reduced
570
Miller Howard Investments
Miller Howard Investments
New York
$4.58M -$3.79M 1 0.08% Reduced
571
IP
Isthmus Partners
Wisconsin
$4.58M +$37.5K 1 1.68% Increased
572
Advent Capital Management
Advent Capital Management
New York
$4.57M -$2.08M 1 0.07% Reduced
573
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$4.57M +$116K 1 1.23% Increased
574
Federated Hermes
Federated Hermes
Pennsylvania
$4.53M -$781K 2 0.01% Reduced
575
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$4.53M -$370K 1 0.03% Reduced