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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
BCM
Barometer Capital Management
Ontario, Canada
$8.99M +$7.9M 1 1.68% New
402
MC
Middleton & Co
Massachusetts
$8.97M -$682K 1 1.29% Reduced
403
SCA
Stonebridge Capital Advisors
Minnesota
$8.96M -$16.1K 1 1.66% Reduced
404
RIM
Redpoint Investment Management
Australia
$8.86M -$1.26M 1 0.49% Reduced
405
LW
Linscomb Wealth
Texas
$8.84M +$1.01M 1 0.65% Increased
406
Mercer Global Advisors
Mercer Global Advisors
Colorado
$8.82M +$2.07M 1 0.16% Increased
407
TCM
Tributary Capital Management
Nebraska
$8.81M +$629K 1 0.75% Increased
408
PAM
Premier Asset Management
Illinois
$8.8M +$1.48M 1 2.94% Increased
409
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$8.77M -$1.29M 1 0.45% Reduced
410
BPM
Blue Pool Management
Hong Kong
$8.7M +$7.65M 1 3.94% New
411
BCM
Bourgeon Capital Management
Connecticut
$8.69M +$745K 1 3.09% Increased
412
OPFM
Optimus Prime Fund Management
Cayman Islands
$8.67M $0 1 1.47% Maintained
413
Erste Asset Management
Erste Asset Management
Austria
$8.67M -$2.63M 1 0.35% Reduced
414
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.59M -$852K 2 0.03% Reduced
415
Natixis
Natixis
France
$8.55M -$12.8M 2 0.07% Reduced
416
OKSA
O'Keefe Stevens Advisory
New York
$8.51M +$7.48M 1 7.37% New
417
MNBTD
Moody National Bank Trust Division
Texas
$8.46M +$9.38K 1 0.26% Increased
418
Gratus Capital
Gratus Capital
Georgia
$8.37M +$201K 1 1.41% Increased
419
MAM
Meeder Asset Management
Ohio
$8.35M -$1.08M 2 0.54% Reduced
420
Wolverine Trading
Wolverine Trading
Illinois
$8.05M -$4.66M 1 0.02% Reduced
421
ANI
American National Insurance
Texas
$8M $0 1 0.41% Maintained
422
AHC
Adell Harriman & Carpenter
Texas
$7.99M +$855K 1 1.37% Increased
423
Marshall Wace North America
Marshall Wace North America
New York
$7.98M +$7.49M 2 0.05% Increased
424
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$7.96M -$51.3K 1 0.99% Reduced
425
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$7.92M +$2.24M 1 0.44% Increased