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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
DP
DDD Partners
Washington
$8.13M +$136K 1 3.27% Increased
402
V
ValueWorks
New York
$8.1M +$52.5K 1 6.18% Increased
403
TIM
Thompson Investment Management
Wisconsin
$8.05M -$520K 1 1.5% Reduced
404
FCI
Financial Counselors Inc
Kansas
$7.99M +$880K 1 0.38% Increased
405
Oppenheimer & Co
Oppenheimer & Co
New York
$7.98M -$3.9M 1 0.21% Reduced
406
HCM
Horan Capital Management
Maryland
$7.85M -$259K 1 1.7% Reduced
407
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$7.79M -$95.6K 1 0.3% Reduced
408
PTC
Philadelphia Trust Company
Pennsylvania
$7.74M -$640K 1 0.64% Reduced
409
Grimes & Company
Grimes & Company
Massachusetts
$7.69M +$280K 1 0.75% Increased
410
SFA
Spectrum Financial Alliance
Kentucky
$7.69M +$8.84M 1 5.04% New
411
HC
Hourglass Capital
Texas
$7.62M +$153K 1 1.74% Increased
412
VCA
Verdence Capital Advisors
Maryland
$7.57M -$1.88M 1 1.82% Reduced
413
DIA
Denver Investment Advisors
Colorado
$7.37M -$1.49M 2 0.39% Reduced
414
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.3M +$333K 2 0.04% Increased
415
Scotia Capital
Scotia Capital
Ontario, Canada
$7.28M -$5.36M 1 0.1% Reduced
416
SBWM
Sunflower Bank Wealth Management
Arizona
$7.27M -$50.7K 1 2.01% Reduced
417
PFU
Parus Finance (UK)
United Kingdom
$7.24M -$594K 1 1.37% Reduced
418
RIA
RPG Investment Advisory
California
$7.22M +$552K 2 1.65% Increased
419
CA
Cullinan Associates
Kentucky
$7.18M -$3.24M 1 0.54% Reduced
420
SCI
SkyBridge Capital II
New York
$7.18M -$2.98M 1 3.49% Reduced
421
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$7.16M +$564K 2 0.07% Increased
422
UC
Unio Capital
New Jersey
$7.01M +$1.11M 1 5.83% Increased
423
MCM
Mengis Capital Management
Oregon
$7M +$842K 2 4.19% Increased
424
TCM
Tradition Capital Management
New Jersey
$6.98M +$1.13M 1 2% Increased
425
GIP
Greatmark Investment Partners
Georgia
$6.92M +$8.09K 1 2.52% Increased