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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
476
SH
SeaTown Holdings
Singapore
$9.76M -$9.92M 1 0.97% Reduced
477
CC
Coastland Capital
California
$9.72M +$9.88M 1 0.32% New
478
AF
Ally Financial
Michigan
$9.71M $0 1 1% Maintained
479
CM
Capital Management
Virginia
$9.7M -$1.5M 1 3.28% Reduced
480
PCMK
Paragon Capital Management (Kansas)
Kansas
$9.66M +$349K 1 3.6% Increased
481
GJIC
Gamble Jones Investment Counsel
California
$9.59M +$100K 1 1% Increased
482
LI
LMCG Investments
Massachusetts
$9.52M -$5.57M 1 0.2% Reduced
483
Commerce Bank
Commerce Bank
Missouri
$9.48M -$8.34M 1 0.15% Reduced
484
PVH
Psagot Value Holdings
Israel
$9.47M +$7.4K 1 0.3% Increased
485
ACM
Andor Capital Management
New York
$9.46M -$41M 1 0.94% Reduced
486
NRS
Neville Rodie & Shaw
New York
$9.39M -$5.92M 1 0.98% Reduced
487
Miller Howard Investments
Miller Howard Investments
New York
$9.35M -$151K 1 0.14% Reduced
488
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$9.34M +$151K 1 1.32% Increased
489
RFA
Reilly Financial Advisors
California
$9.31M -$60.9K 2 1.64% Reduced
490
BCM
BTR Capital Management
California
$9.31M +$1.61M 1 2.26% Increased
491
MRCM
M&R Capital Management
New Jersey
$9.28M +$67K 1 2.19% Increased
492
BOK Financial
BOK Financial
Oklahoma
$9.26M +$611K 1 0.31% Increased
493
SBWM
Sunflower Bank Wealth Management
Arizona
$9.21M -$288K 1 3.03% Reduced
494
HP
Hikari Power
Japan
$9.17M $0 1 1.3% Maintained
495
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$9.16M -$2.77M 1 0.28% Reduced
496
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$9.12M +$1.3M 2 0.17% Increased
497
Voloridge Investment Management
Voloridge Investment Management
Florida
$9.02M +$7.23M 1 0.44% New
498
TCM
Twin Capital Management
Pennsylvania
$8.96M +$1.89M 1 0.79% Increased
499
NPPM
North Point Portfolio Managers
Ohio
$8.92M +$7.33K 1 1.65% Increased
500
OPCM
Osborne Partners Capital Management
California
$8.91M -$1.65M 1 1.17% Reduced