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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
426
TCM
Tributary Capital Management
Nebraska
$14.5M +$2.16M 2 1.22% Increased
427
VFM
Viking Fund Management
North Dakota
$14.2M $0 1 2.76% Maintained
428
Martingale Asset Management
Martingale Asset Management
Massachusetts
$14.1M -$148K 1 0.29% Reduced
429
TIM
Thompson Investment Management
Wisconsin
$14.1M -$617K 1 2.27% Reduced
430
OC
Oakmont Corp
California
$14.1M $0 1 3.71% Maintained
431
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$14.1M +$520K 1 0.38% Increased
432
RWA
Roberts Wealth Advisors
California
$14M +$102K 1 2.18% Increased
433
FVWA
Foster Victor Wealth Advisors
South Carolina
$13.9M -$197K 1 1.42% Reduced
434
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$13.7M -$2.09M 2 0.29% Reduced
435
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$13.7M -$2.04M 1 0.54% Reduced
436
SIC
SFE Investment Counsel
California
$13.6M -$319K 1 3.54% Reduced
437
Private Advisor Group
Private Advisor Group
New Jersey
$13.6M +$145K 1 0.11% Increased
438
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$13.5M +$1.96M 1 0.4% Increased
439
River Road Asset Management
River Road Asset Management
Kentucky
$13.5M -$17.2M 1 0.19% Reduced
440
CSPIA
Cary Street Partners Investment Advisory
Virginia
$13.5M +$243K 1 0.64% Increased
441
Atria Investments
Atria Investments
North Carolina
$13.4M -$551K 1 0.21% Reduced
442
OGF
Orin Green Financial
California
$13.4M +$728K 1 6.62% Increased
443
MC
Middleton & Co
Massachusetts
$13.3M -$50.4K 1 1.66% Reduced
444
HT
Heritage Trust
Oklahoma
$13.3M +$210K 1 1.87% Increased
445
MAM
Meeder Asset Management
Ohio
$13.3M -$587K 2 1.03% Reduced
446
IP
Isthmus Partners
Wisconsin
$13.2M +$449K 1 1.72% Increased
447
Davenport & Co
Davenport & Co
Virginia
$13.2M +$152K 1 0.09% Increased
448
Credit Agricole
Credit Agricole
France
$13.2M -$371K 1 0.15% Reduced
449
FCM
Fairbanks Capital Management
California
$13.2M +$50K 1 9.43% Increased
450
LW
Linscomb Wealth
Texas
$13.2M -$424K 1 0.72% Reduced