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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
401
AL
Agran Libbie
California
$9.39M +$181K 1 2.21% Increased
402
CPIM
Columbia Partners Investment Management
Virginia
$9.39M -$3.14M 2 1.2% Reduced
403
HAM
Harber Asset Management
North Carolina
$9.28M +$4.84M 1 3.54% Increased
404
ACM
Aviance Capital Management
Florida
$9.1M +$7.13M 1 0.51% Increased
405
VW
Vantage Wealth
California
$9.1M -$522K 1 4.97% Reduced
406
PWP
Private Wealth Partners
California
$9.02M -$404K 1 2% Reduced
407
WAM
World Asset Management
Michigan
$8.98M +$935K 1 0.29% Increased
408
EWM
Edge Wealth Management
New York
$8.95M +$5.46M 1 3.1% Increased
409
BIM
Barton Investment Management
Pennsylvania
$8.9M -$459K 1 2.59% Reduced
410
KRC
Kingdom Ridge Capital
New York
$8.82M +$8.7M 1 1.4% New
411
CISOA
Capital Investment Services of America
Wisconsin
$8.78M +$1.39M 1 1.55% Increased
412
FA
Friess Associates
Delaware
$8.78M +$8.66M 1 0.83% New
413
EP
Elkfork Partners
Oregon
$8.75M +$1.73M 1 0.27% Increased
414
GAAM
Guinness Atkinson Asset Management
California
$8.72M +$3.96M 1 5.82% Increased
415
Eagle Global Advisors
Eagle Global Advisors
Texas
$8.64M -$316K 1 0.23% Reduced
416
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$8.58M -$453K 1 0.4% Reduced
417
CIA
CCM Investment Advisers
South Carolina
$8.57M -$309K 1 1.71% Reduced
418
Millennium Management
Millennium Management
New York
$8.56M -$77.8M 3 0.02% Reduced
419
SAM
Securian Asset Management
Minnesota
$8.53M +$12K 1 0.23% Increased
420
AHB
Abner Herrman & Brock
New Jersey
$8.52M +$866K 1 1.7% Increased
421
CFM
Coronation Fund Managers
South Africa
$8.51M -$1.84M 1 0.3% Reduced
422
BUB
BBVA USA Bancshares
Texas
$8.49M -$918K 1 0.57% Reduced
423
Meag Munich Ergo
Meag Munich Ergo
Germany
$8.48M +$8.63M 1 0.34% New
424
Capital Investment Advisors
Capital Investment Advisors
Georgia
$8.48M +$2.22M 1 0.64% Increased
425
BPB
Badgley, Phelps & Bell
Washington
$8.34M +$28.7K 1 0.67% Increased