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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
601
GAM
Griffin Asset Management
New York
$5.55M +$250K 1 2.13% Increased
602
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$5.51M -$8.99M 1 0.1% Reduced
603
KIG
Kovitz Investment Group
Illinois
$5.49M -$45.6K 1 0.3% Reduced
604
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$5.49M -$1.1M 1 0.02% Reduced
605
FIB
First Interstate Bank
Montana
$5.46M -$125K 1 0.83% Reduced
606
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$5.44M +$290K 1 1.4% Increased
607
AMF Tjänstepension
AMF Tjänstepension
Sweden
$5.42M -$2.5M 1 0.08% Reduced
608
GIP
Greatmark Investment Partners
Georgia
$5.38M +$4.69M 1 2.3% Increased
609
Busey Bank
Busey Bank
Illinois
$5.38M +$200K 1 0.73% Increased
610
PL
Parkwood LLC
Ohio
$5.38M -$1.87M 1 0.76% Reduced
611
OWD
Osborn Williams & Donohoe
Ohio
$5.35M -$6.96K 1 1.07% Reduced
612
PCM
Proxima Capital Management
New York
$5.33M -$1.53M 1 0.76% Reduced
613
JPC
Jackson Park Capital
Utah
$5.32M +$5.8M 1 4.33% New
614
KB
Kimelman & Baird
New York
$5.32M -$5.25M 1 0.91% Reduced
615
VCAM
Valentine Capital Asset Management
California
$5.32M -$3.84M 1 3.58% Reduced
616
WC
Woodstock Corp
Massachusetts
$5.32M +$113K 1 1% Increased
617
IP
Isthmus Partners
Wisconsin
$5.3M +$5.78M 1 1.75% New
618
Twin Tree Management
Twin Tree Management
Texas
$5.3M +$5.51M 1 0.13% Increased
619
GIM
Groesbeck Investment Management
New Jersey
$5.29M +$168K 1 2.53% Increased
620
AHC
Adell Harriman & Carpenter
Texas
$5.27M -$1.01M 1 1.36% Reduced
621
Boston Partners
Boston Partners
Massachusetts
$5.27M -$10.9M 1 0.01% Reduced
622
SFG
Sather Financial Group
Texas
$5.27M +$5.74M 1 2.23% New
623
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$5.26M -$15.8M 1 0.12% Reduced
624
AA
Apriem Advisors
California
$5.26M -$112K 2 1.81% Reduced
625
Veritable
Veritable
Delaware
$5.26M -$2.79M 1 0.14% Reduced