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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
326
Flossbach Von Storch
Flossbach Von Storch
Germany
$11.3M $0 1 0.09% Maintained
327
Advisor Group
Advisor Group
Arizona
$11.2M -$66K 2 0.08% Reduced
328
SIM
Sonora Investment Management
Arizona
$11.2M +$56K 2 1.16% Increased
329
FLII
First Long Island Investors
New York
$11.1M -$1.88M 1 1.36% Reduced
330
JVBC
J.V. Bruni & Co
Colorado
$11M -$72.1K 1 1.98% Reduced
331
CBT
Capital Bank & Trust
California
$10.7M -$4.94M 1 0.15% Reduced
332
B
BP
United Kingdom
$10.7M +$1.43M 1 0.4% Increased
333
Nissay Asset Management
Nissay Asset Management
Japan
$10.5M +$179K 1 0.26% Increased
334
Jane Street
Jane Street
New York
$10.5M -$4.02M 2 0.02% Reduced
335
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$10.2M -$989K 1 0.07% Reduced
336
GW & Wade
GW & Wade
Massachusetts
$10.2M +$174K 1 0.87% Increased
337
V
ValueWorks
New York
$10.2M -$1.16M 1 6.92% Reduced
338
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$10.2M -$10.8M 1 0.08% Reduced
339
TIM
Thompson Investment Management
Wisconsin
$10.1M -$201K 1 1.97% Reduced
340
IFM Investors
IFM Investors
Australia
$10M +$3.42M 1 0.37% Increased
341
Shelton Capital Management
Shelton Capital Management
Colorado
$9.96M -$965K 1 0.59% Reduced
342
Grimes & Company
Grimes & Company
Massachusetts
$9.94M +$50.1K 1 0.71% Increased
343
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$9.88M -$123K 1 0.43% Reduced
344
Capital Investment Advisors
Capital Investment Advisors
Georgia
$9.82M -$382K 1 0.52% Reduced
345
NCM
Noesis Capital Mangement
Florida
$9.79M +$189K 1 3.17% Increased
346
IP
Isthmus Partners
Wisconsin
$9.62M -$297K 1 2.28% Reduced
347
SAM
Securian Asset Management
Minnesota
$9.59M -$73.5K 1 0.22% Reduced
348
MUFG Americas
MUFG Americas
New York
$9.56M -$305K 1 0.27% Reduced
349
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$9.55M +$515K 1 0.88% Increased
350
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$9.49M -$2.53M 1 0.15% Reduced