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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
626
Perkins Investment Management
Perkins Investment Management
Illinois
$7.32M -$195K 1 0.07% Reduced
627
TCM
Tufton Capital Management
Maryland
$7.3M -$54.3K 1 1.37% Reduced
628
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$7.3M -$1.96M 1 0.53% Reduced
629
BCM
BTR Capital Management
California
$7.28M +$574K 1 2.01% Increased
630
LBC
Lowe Brockenbrough & Co
Virginia
$7.21M +$26.8K 1 1.15% Increased
631
Allstate Corporation
Allstate Corporation
Illinois
$7.2M -$20.4M 1 0.33% Reduced
632
FA
FDx Advisors
Illinois
$7.2M +$640K 1 0.47% Increased
633
BCAM
Boston Common Asset Management
Massachusetts
$7.15M -$62.9K 1 0.4% Reduced
634
FIB
First Interstate Bank
Montana
$7.11M -$50.9K 1 1.52% Reduced
635
BSPF
British Steel Pension Fund
United Kingdom
$7.1M -$477K 1 0.71% Reduced
636
CIP
Convergence Investment Partners
Florida
$7.03M +$4.6M 1 0.96% Increased
637
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.02M +$1.91M 2 0.07% Increased
638
FBB
Fulton Breakefield Broenniman
Maryland
$6.98M +$20.2K 1 1.63% Increased
639
GIM
Goelzer Investment Management
Indiana
$6.97M -$100K 1 1.16% Reduced
640
AIM
Arcadia Investment Management
Michigan
$6.92M -$574K 1 2.08% Reduced
641
CW
Cobiz Wealth
Colorado
$6.89M -$271K 1 1.6% Reduced
642
KIG
Kovitz Investment Group
Illinois
$6.88M -$4.97K 1 0.35% Reduced
643
Cetera Advisor Networks
Cetera Advisor Networks
California
$6.84M -$455K 2 0.47% Reduced
644
AHS
Aspiriant Holdings S3
California
$6.82M +$66.9K 1 2.74% Increased
645
SouthState Corp
SouthState Corp
Florida
$6.77M +$404K 1 1.03% Increased
646
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$6.77M -$2.28M 1 0.59% Reduced
647
ST
Sentinel Trust
Texas
$6.76M +$267K 1 1.74% Increased
648
VC
V2 Capital
Illinois
$6.73M +$397K 1 2.77% Increased
649
HI
Hendershot Investments
Virginia
$6.73M +$229K 1 3.79% Increased
650
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$6.73M +$1.8M 1 1.34% Increased