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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
FFA
First Foundation Advisors
California
$24.7M +$72.6K 1 0.89% Increased
352
GHA
GW Henssler & Associates
Georgia
$24.4M +$34.4K 1 1.48% Increased
353
GIP
Greatmark Investment Partners
Georgia
$24.2M +$374K 1 3.98% Increased
354
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$24.1M $0 1 0.96% Maintained
355
SIMG
Sonora Investment Management Group
Arizona
$24M -$79.3K 1 2.71% Reduced
356
SteelPeak Wealth
SteelPeak Wealth
California
$23.6M +$11.3M 2 1.33% Increased
357
Squarepoint
Squarepoint
New York
$23.6M -$4.59M 2 0.1% Reduced
358
Soros Fund Management
Soros Fund Management
New York
$23.6M +$6.51M 1 0.36% Increased
359
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$23.2M +$24.5M 1 0.56% Increased
360
Driehaus Capital Management
Driehaus Capital Management
Illinois
$23.1M -$46.8M 1 0.28% Reduced
361
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23M +$1.71M 1 0.23% Increased
362
Gofen & Glossberg
Gofen & Glossberg
Illinois
$23M -$509K 1 0.52% Reduced
363
BBI
Baxter Bros Inc
Connecticut
$23M +$4.53K 1 3.45% Increased
364
HP
Holowesko Partners
Bahamas
$22.7M +$302K 1 10.92% Increased
365
Gotham Asset Management
Gotham Asset Management
New York
$22.7M +$16.4M 1 0.7% Increased
366
GW & Wade
GW & Wade
Massachusetts
$22.5M -$414K 1 0.96% Reduced
367
Busey Bank
Busey Bank
Illinois
$22.4M -$433K 1 0.9% Reduced
368
DWM
Doyle Wealth Management
Florida
$22.4M -$183K 1 1.61% Reduced
369
TPSF
Texas Permanent School Fund
Texas
$22.3M -$1.39M 1 0.3% Reduced
370
SRC
Shufro Rose & Co
New York
$22.3M -$269K 2 1.72% Reduced
371
Park National Corp
Park National Corp
Ohio
$22.2M +$682K 1 0.92% Increased
372
NPF
Norris Perne & French
Michigan
$21.8M +$6.09M 1 1.76% Increased
373
Stephens Inc
Stephens Inc
Arkansas
$21.8M +$5.54M 2 0.36% Increased
374
DY
Dowling & Yahnke
California
$21.7M -$482K 1 0.94% Reduced
375
Zacks Investment Management
Zacks Investment Management
Illinois
$21.5M +$8.72M 1 0.3% Increased