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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
351
BCM
Bluefin Capital Management
New York
$11.7M +$1.37M 2 1.09% Increased
352
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$11.7M -$1.21M 1 0.35% Reduced
353
Intact Investment Management
Intact Investment Management
Quebec, Canada
$11.6M -$1.67M 1 0.41% Reduced
354
PCR
Potrero Capital Research
California
$11.6M +$11.6M 1 7.49% New
355
SIM
Sonora Investment Management
Arizona
$11.4M +$275K 2 1.58% Increased
356
First Pacific Advisors
First Pacific Advisors
California
$11.4M +$11.4M 1 0.08% New
357
PWPCM
Perella Weinberg Partners Capital Management
New York
$11.2M +$10.2M 1 0.52% New
358
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$11.2M -$3.43M 1 0.19% Reduced
359
CCM
Cadence Capital Management
Massachusetts
$11.2M -$1.58M 1 0.6% Reduced
360
VW
Vantage Wealth
California
$11.1M -$37.6K 1 4.81% Reduced
361
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$11.1M -$2.66M 1 0.54% Reduced
362
DY
Dowling & Yahnke
California
$11.1M -$229K 1 0.97% Reduced
363
Eagle Global Advisors
Eagle Global Advisors
Texas
$10.9M +$39.7K 1 0.34% Increased
364
TCM
Tributary Capital Management
Nebraska
$10.8M +$7.05K 1 0.82% Increased
365
DP
DDD Partners
Washington
$10.7M +$26.8K 1 3.79% Increased
366
UC
Unio Capital
New Jersey
$10.6M +$84.5K 1 6.97% Increased
367
ELC
Edgar Lomax Company
Virginia
$10.6M -$336K 1 0.71% Reduced
368
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$10.5M -$1.04M 1 0.13% Reduced
369
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$10.4M +$5.79K 1 0.71% Increased
370
WBC
Westpac Banking Corp
Australia
$10.3M +$3.16M 1 0.18% Increased
371
SAM
Securian Asset Management
Minnesota
$10.3M -$500K 1 0.24% Reduced
372
SFA
Spectrum Financial Alliance
Kentucky
$10.2M -$14.8K 1 6.39% Reduced
373
NCM
Nelson Capital Management
California
$10.2M +$2.93M 1 2.35% Increased
374
FCI
Financial Counselors Inc
Kansas
$10.1M -$169K 1 0.44% Reduced
375
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$10.1M -$2.73M 2 0.45% Reduced