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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
501
BPB
Badgley, Phelps & Bell
Washington
$12.4M -$132K 1 1.23% Reduced
502
GCP
GSA Capital Partners
United Kingdom
$12.2M +$12.3M 1 0.55% New
503
CAM
Centre Asset Management
New York
$12.2M -$443K 1 1.84% Reduced
504
DnB Asset Management
DnB Asset Management
Norway
$12.2M +$11.7M 2 0.26% New
505
OPCM
Osborne Partners Capital Management
California
$12.2M +$118K 1 1.56% Increased
506
DBG
De Burlo Group
Massachusetts
$12.2M -$611K 1 2.75% Reduced
507
GJCM
Grand Jean Capital Management
California
$12.1M -$3.1M 1 3.99% Reduced
508
CM
Capital Management
Virginia
$12.1M +$22.6K 1 3.91% Increased
509
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$12M $0 1 0.8% Maintained
510
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$12M +$1.74M 1 2.15% Increased
511
GPCM
Greenbrier Partners Capital Management
Texas
$11.9M $0 1 2.98% Maintained
512
HSA
Hussman Strategic Advisors
Maryland
$11.9M +$3.97M 1 0.91% Increased
513
SAM
Securian Asset Management
Minnesota
$11.9M -$32K 1 0.4% Reduced
514
Norinchukin Bank
Norinchukin Bank
Japan
$11.8M -$1.46M 1 0.35% Reduced
515
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$11.8M +$915K 1 0.35% Increased
516
MRCM
M&R Capital Management
New Jersey
$11.7M -$79.7K 1 2.76% Reduced
517
AIA
Affinity Investment Advisors
California
$11.6M +$12.6K 1 1.31% Increased
518
GIA
Granite Investment Advisors
New Hampshire
$11.6M +$11.6M 1 2.56% New
519
TIAA CREF Trust
TIAA CREF Trust
Missouri
$11.5M +$1.12M 1 0.16% Increased
520
SFM
Stack Financial Management
Montana
$11.4M +$92.8K 1 1.39% Increased
521
DC
Deere & Company
Illinois
$11.3M +$1.35M 1 0.62% Increased
522
GGI
Godsey & Gibb Inc
Virginia
$11.3M -$192K 1 2.14% Reduced
523
CIBC World Market
CIBC World Market
Ontario, Canada
$11.3M +$261K 1 0.04% Increased
524
ZA
Zweig Advisers
Connecticut
$11.2M -$1.27M 1 1.57% Reduced
525
TBA
Train Babcock Advisors
New York
$11.1M -$138K 1 3.6% Reduced