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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
NCM
Nelson Capital Management
California
$5.13M +$380K 1 1.74% Increased
502
IMOV
Investment Management of Virginia
Virginia
$5.08M +$21.5K 1 1.22% Increased
503
PPCM
Pillar Pacific Capital Management
California
$5.08M +$59.5K 1 0.69% Increased
504
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$5.06M +$44.7K 1 0.25% Increased
505
Gratus Capital
Gratus Capital
Georgia
$5.04M +$264K 1 0.72% Increased
506
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$5.03M -$179K 1 0.15% Reduced
507
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.01M -$315K 2 0.08% Reduced
508
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.92M +$37.1K 1 0.7% Increased
509
ERIM
Eagle Ridge Investment Management
Connecticut
$4.91M -$6.88M 1 0.93% Reduced
510
Pacer Advisors
Pacer Advisors
Pennsylvania
$4.9M +$1.19M 1 0.48% Increased
511
GAM
Griffin Asset Management
New York
$4.89M +$4.95M 1 1.31% New
512
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$4.88M +$326K 1 1.69% Increased
513
ARK Investment Management
ARK Investment Management
Florida
$4.86M -$117K 1 0.95% Reduced
514
AF
Ally Financial
Michigan
$4.86M $0 1 0.96% Maintained
515
Rockefeller Financial Services
Rockefeller Financial Services
New York
$4.81M -$147K 1 0.1% Reduced
516
Guinness Asset Management
Guinness Asset Management
United Kingdom
$4.78M +$827K 1 1.01% Increased
517
Greenleaf Trust
Greenleaf Trust
Michigan
$4.72M -$260K 2 0.11% Reduced
518
GHAM
Gilman Hill Asset Management
Connecticut
$4.7M +$73K 1 2.03% Increased
519
Farallon Capital Management
Farallon Capital Management
California
$4.69M +$4.75M 1 0.05% New
520
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$4.68M +$95.8K 1 0.34% Increased
521
MCM
Mengis Capital Management
Oregon
$4.68M +$893K 1 3.31% Increased
522
RP
Rowlandmiller & Partners
Georgia
$4.67M +$658K 1 1.98% Increased
523
Personal Capital Advisors
Personal Capital Advisors
California
$4.67M -$104K 1 0.1% Reduced
524
RCM
Riverhead Capital Management
Delaware
$4.63M +$259K 1 0.23% Increased
525
Cerity Partners
Cerity Partners
New York
$4.61M +$2.16M 1 0.39% Increased