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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
AHC
Adell Harriman & Carpenter
Texas
$10.6M -$314K 1 1.29% Reduced
477
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$10.6M +$372K 1 0.45% Increased
478
MC
Middleton & Co
Massachusetts
$10.6M -$277K 1 1.61% Reduced
479
Wolverine Asset Management
Wolverine Asset Management
Illinois
$10.5M +$8.04M 2 0.11% Increased
480
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$10.5M -$9.28M 3 0.06% Reduced
481
TIM
Thompson Investment Management
Wisconsin
$10.5M +$9.34K 1 2.03% Increased
482
TM
Tiger Management
New York
$10.5M $0 1 4.56% Maintained
483
Huntington National Bank
Huntington National Bank
Ohio
$10.4M -$486K 1 0.12% Reduced
484
BCM
Bourgeon Capital Management
Connecticut
$10.4M +$3.68M 2 2.85% Increased
485
TIP
Torray Investment Partners
Maryland
$10.3M +$9.24M 1 2.05% Increased
486
Wealthfront Advisers
Wealthfront Advisers
California
$10.3M -$128K 1 0.05% Reduced
487
Squarepoint
Squarepoint
New York
$10.3M -$1.61M 1 0.05% Reduced
488
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$10.3M +$100K 2 0.67% Increased
489
HT
Heritage Trust
Oklahoma
$10.2M +$680K 1 1.79% Increased
490
LIA
LS Investment Advisors
Michigan
$10.2M +$83.8K 1 2.07% Increased
491
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$10.2M -$336K 1 0.46% Reduced
492
Achmea Investment Management
Achmea Investment Management
Netherlands
$10.1M -$1.12M 1 0.36% Reduced
493
CA
Cornerstone Advisors
North Carolina
$10.1M $0 1 0.49% Maintained
494
TCM
Tributary Capital Management
Nebraska
$10M +$777K 2 1.05% Increased
495
MIS
Morningstar Investment Services
Illinois
$9.98M +$596K 1 0.14% Increased
496
SIC
SFE Investment Counsel
California
$9.97M +$392K 1 3.14% Increased
497
CIBC World Markets
CIBC World Markets
New York
$9.94M -$17.1M 1 0.14% Reduced
498
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$9.93M +$657K 1 0.42% Increased
499
MCM
Mengis Capital Management
Oregon
$9.8M -$159K 1 2.32% Reduced
500
HT
HAP Trading
New York
$9.75M +$11.9M 1 0.65% New