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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
CIC
Cutler Investment Counsel
Oregon
$7.15M +$1.02M 1 1.41% Increased
402
CA
Cullinan Associates
Kentucky
$7.04M -$229K 1 0.54% Reduced
403
TCM
Tradition Capital Management
New Jersey
$7.01M -$54.4K 1 1.99% Reduced
404
MCM
Mengis Capital Management
Oregon
$6.99M +$192K 2 4.13% Increased
405
IP
Isthmus Partners
Wisconsin
$6.98M +$78.9K 1 1.82% Increased
406
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.96M +$28.7K 1 0.94% Increased
407
Global X Management Company
Global X Management Company
New York
$6.94M +$2.81M 2 0.12% Increased
408
GW & Wade
GW & Wade
Massachusetts
$6.93M +$308K 1 0.78% Increased
409
AIM
Assured Investment Management
New York
$6.9M -$4.04M 2 0.13% Reduced
410
Calamos Advisors
Calamos Advisors
Illinois
$6.89M -$4.31M 1 0.04% Reduced
411
Capital International
Capital International
California
$6.75M -$128K 1 1.18% Reduced
412
PTC
Philadelphia Trust Company
Pennsylvania
$6.74M -$1.09M 1 0.6% Reduced
413
SIC
SFE Investment Counsel
California
$6.7M +$219K 1 2.77% Increased
414
LBC
Lowe Brockenbrough & Co
Virginia
$6.7M -$84.3K 1 0.98% Reduced
415
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$6.58M -$215K 1 0.6% Reduced
416
JC
Jacobs & Co
California
$6.57M -$68.8K 1 1.19% Reduced
417
QIM
Quantitative Investment Management
Virginia
$6.5M +$6.47M 1 0.13% New
418
NAM
North American Management
Massachusetts
$6.48M -$11.9K 1 1.05% Reduced
419
AssetMark Inc
AssetMark Inc
California
$6.48M +$114K 1 0.06% Increased
420
PFU
Parus Finance (UK)
United Kingdom
$6.44M -$892K 1 1.24% Reduced
421
SWM
SVA Wealth Management
Wisconsin
$6.33M -$1.04M 1 0.68% Reduced
422
BOK Financial
BOK Financial
Oklahoma
$6.32M +$2.92M 1 0.17% Increased
423
First Allied Advisory Services
First Allied Advisory Services
California
$6.32M +$466K 1 0.24% Increased
424
NCM
Noesis Capital Mangement
Florida
$6.32M +$138K 1 2.32% Increased
425
SEC
Seven Eight Capital
New York
$6.24M +$1.79M 1 0.43% Increased