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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
GHA
GW Henssler & Associates
Georgia
$23.9M -$153K 1 1.58% Reduced
327
SI
Sora Investors
Pennsylvania
$23.9M +$8.67M 1 4.02% Increased
328
YC
Yarbrough Capital
Tennessee
$23.8M $0 1 1.25% Maintained
329
SAM
SP Asset Management
California
$23.7M +$27.5K 1 2.43% Increased
330
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$23.6M -$57.3K 1 0.81% Reduced
331
Voloridge Investment Management
Voloridge Investment Management
Florida
$23.5M -$43M 2 0.09% Reduced
332
Profund Advisors
Profund Advisors
Maryland
$23.4M +$2.85M 1 1.01% Increased
333
Shelton Capital Management
Shelton Capital Management
Colorado
$23.3M -$5.74M 1 0.74% Reduced
334
ELC
Edgar Lomax Company
Virginia
$23.2M -$805K 1 1.52% Reduced
335
Cresset Asset Management
Cresset Asset Management
Illinois
$23.1M +$927K 2 0.14% Increased
336
Welch & Forbes
Welch & Forbes
Massachusetts
$22.8M -$161K 1 0.34% Reduced
337
Yousif Capital Management
Yousif Capital Management
Michigan
$22.7M -$1.32M 1 0.27% Reduced
338
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$22.5M -$198K 1 0.47% Reduced
339
SIMG
Sonora Investment Management Group
Arizona
$22.5M -$112K 1 1.83% Reduced
340
GW & Wade
GW & Wade
Massachusetts
$22.4M +$109K 1 0.73% Increased
341
TS
Tamar Securities
California
$22.1M +$769K 1 4.33% Increased
342
MIG
McGuire Investment Group
Rhode Island
$22M +$103K 1 3.66% Increased
343
Commerce Bank
Commerce Bank
Missouri
$21.9M -$1.57M 1 0.16% Reduced
344
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$21.8M +$934K 1 0.56% Increased
345
KeyBank National Association
KeyBank National Association
Ohio
$21.8M +$1.07M 1 0.1% Increased
346
Busey Bank
Busey Bank
Illinois
$21.7M -$388K 1 0.84% Reduced
347
NPA
Nichols & Pratt Advisers
Massachusetts
$21.7M +$66.5K 1 1.55% Increased
348
Evergreen Capital Management
Evergreen Capital Management
Washington
$21.7M -$1.36M 1 0.89% Reduced
349
Mutual of America Capital Management
Mutual of America Capital Management
New York
$21.5M -$1.9M 1 0.25% Reduced
350
Capital Investment Advisors
Capital Investment Advisors
Georgia
$21.5M -$211K 1 0.54% Reduced