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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
826
Northeast Investment Management
Northeast Investment Management
Massachusetts
$3.82M -$1.57M 1 0.43% Reduced
827
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$3.82M -$56.8K 1 0.82% Reduced
828
III
Independent Investors Inc
New York
$3.78M -$42.3K 1 1.82% Reduced
829
TCM
Tradition Capital Management
New Jersey
$3.73M -$42.7K 1 1.22% Reduced
830
1ST Source Bank
1ST Source Bank
Indiana
$3.72M +$164K 1 0.5% Increased
831
Cohen & Steers
Cohen & Steers
New York
$3.72M -$550K 1 0.01% Reduced
832
Lombard Odier Asset Management (USA)
Lombard Odier Asset Management (USA)
New York
$3.71M -$494K 1 0.16% Reduced
833
MCG
Meru Capital Group
New York
$3.71M +$3.53M 1 0.79% New
834
LMR Master Fund
LMR Master Fund
Cayman Islands
$3.69M +$3.51M 1 0.38% New
835
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$3.69M +$76K 1 0.99% Increased
836
Epoch Investment Partners
Epoch Investment Partners
New York
$3.65M +$3.47M 1 0.02% New
837
SFSIG
San Francisco Sentry Investment Group
California
$3.64M +$23.3K 1 1.26% Increased
838
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$3.62M +$3.44M 1 3.53% New
839
AIA
Alerus Investment Advisors
Minnesota
$3.62M -$1.21M 1 0.8% Reduced
840
QCMC
Quantum Capital Management (California)
California
$3.62M +$380K 1 0.61% Increased
841
Martin & Co
Martin & Co
Tennessee
$3.62M +$10.6K 1 1.24% Increased
842
Wedbush Securities
Wedbush Securities
California
$3.62M +$262K 1 0.85% Increased
843
Univest Financial
Univest Financial
Pennsylvania
$3.6M -$241K 1 1.77% Reduced
844
West Coast Financial
West Coast Financial
California
$3.56M -$1.83K 1 1.84% Reduced
845
Frontier Capital Management
Frontier Capital Management
Massachusetts
$3.55M -$389K 1 0.03% Reduced
846
Northstar Investment Advisors
Northstar Investment Advisors
Colorado
$3.55M +$192K 1 0.97% Increased
847
HPCM
High Pointe Capital Management
Illinois
$3.54M +$1.05M 1 1.4% Increased
848
PRHC
P.R. Herzig & Co
New York
$3.53M -$543K 1 4.36% Reduced
849
KFS
Kurt F. Somerville
$3.52M +$795K 1 1.35% Increased
850
Vestor Capital
Vestor Capital
Illinois
$3.52M -$20.8K 1 1.27% Reduced