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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
SAM
SP Asset Management
California
$24.7M +$38.6K 1 2.08% Increased
352
MPMG
Minneapolis Portfolio Management Group
Minnesota
$24.6M +$181K 1 3.24% Increased
353
SIMG
Sonora Investment Management Group
Arizona
$24.5M +$1.16M 1 1.88% Increased
354
NI
Nepsis Inc
Minnesota
$24.5M +$655 1 6.11% Increased
355
PJWM
Philip James Wealth Mangement
Georgia
$24.5M -$782K 1 3.17% Reduced
356
Busey Bank
Busey Bank
Illinois
$24.4M +$522K 1 0.8% Increased
357
NPA
Nichols & Pratt Advisers
Massachusetts
$24.2M +$596K 1 1.62% Increased
358
Marex Group
Marex Group
$24.2M +$570K 1 0.41% Increased
359
TC
TownSquare Capital
Utah
$24.2M +$987K 1 0.27% Increased
360
FFA
First Foundation Advisors
California
$24.1M +$7.49M 1 0.91% Increased
361
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$23.9M +$47.7K 1 0.02% Increased
362
Chilton Capital Management
Chilton Capital Management
Texas
$23.6M -$3.68M 1 0.99% Reduced
363
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC.
New York
$23.6M +$16.5M 1 0.71% Increased
364
MAM
Meeder Asset Management
Ohio
$23.4M -$1.89M 2 1.62% Reduced
365
SRC
Shufro Rose & Co
New York
$23.2M -$107K 1 1.8% Reduced
366
Yousif Capital Management
Yousif Capital Management
Michigan
$23.2M -$496K 1 0.26% Reduced
367
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$23.2M -$950K 2 0.09% Reduced
368
MIG
McGuire Investment Group
Rhode Island
$23M -$175K 1 3.33% Reduced
369
RCW
Rheos Capital Works
Japan
$23M -$16.3M 1 1.28% Reduced
370
Credit Agricole
Credit Agricole
France
$22.9M +$14.7M 1 0.07% Increased
371
Harvest Fund Management
Harvest Fund Management
China
$22.9M +$12.4M 1 1.06% Increased
372
HP
Holowesko Partners
Bahamas
$22.8M +$22.7M 1 10.45% Increased
373
RG
Renaissance Group
Kentucky
$22.7M -$2.12M 1 0.94% Reduced
374
Burney Company
Burney Company
Virginia
$22.6M +$20.9M 1 0.8% Increased
375
Commerce Bank
Commerce Bank
Missouri
$22.5M -$4.05M 1 0.14% Reduced