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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
451
NCM
Noesis Capital Mangement
Florida
$6.1M +$8.47K 1 2.26% Increased
452
Huntington National Bank
Huntington National Bank
Ohio
$6.08M -$1.49M 1 0.1% Reduced
453
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$6.06M -$178K 1 0.35% Reduced
454
CIC
Cutler Investment Counsel
Oregon
$6.04M -$14.4K 1 1.18% Reduced
455
SIM
Sentry Investment Management
Wisconsin
$6.02M -$654K 1 0.37% Reduced
456
RIM
Redpoint Investment Management
Australia
$6.01M +$377K 1 0.33% Increased
457
CC
Cannell & Co
New York
$6M -$55M 1 0.23% Reduced
458
Wolverine Trading
Wolverine Trading
Illinois
$5.99M -$15M 2 0.01% Reduced
459
PFA
Paradigm Financial Advisors
Missouri
$5.96M +$1.57M 1 2.6% Increased
460
North Star Asset Management
North Star Asset Management
Wisconsin
$5.95M -$4.59K 1 0.53% Reduced
461
TS
Twin Securities
New York
$5.94M +$5.49M 1 1.02% Increased
462
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$5.93M -$2.05M 1 0.12% Reduced
463
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$5.92M -$842K 1 0.15% Reduced
464
ZDA
Zweig-DiMenna Associates
New York
$5.85M +$6.72M 1 0.52% New
465
IHL
Investment House LLC
California
$5.83M -$110K 1 0.71% Reduced
466
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.83M -$2.47M 1 0.27% Reduced
467
MC
Middleton & Co
Massachusetts
$5.81M +$812K 1 1.04% Increased
468
AIL
AGF Investments LLC
Ontario, Canada
$5.78M -$1.29M 1 0.97% Reduced
469
First Allied Advisory Services
First Allied Advisory Services
California
$5.78M +$48.4K 1 0.22% Increased
470
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$5.67M -$1.87M 1 0.08% Reduced
471
Tredje AP-fonden
Tredje AP-fonden
Sweden
$5.64M -$2.24M 1 0.2% Reduced
472
MCM
Maple Capital Management
Vermont
$5.56M -$432K 1 1.39% Reduced
473
LFM
Lumina Fund Management
New York
$5.54M +$6.37M 1 0.5% New
474
KFP
Keystone Financial Planning
Ohio
$5.52M -$203K 1 3.08% Reduced
475
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.47M -$3.41K 1 0.06% Reduced