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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
Two Sigma Advisers
Two Sigma Advisers
New York
$4.52M +$1.35M 2 0.01% Increased
502
Rockefeller Financial Services
Rockefeller Financial Services
New York
$4.51M $0 1 0.09% Maintained
503
PPCM
Pillar Pacific Capital Management
California
$4.51M -$264K 1 0.58% Reduced
504
Engineers Gate Manager
Engineers Gate Manager
New York
$4.5M +$4.6M 1 0.38% New
505
RP
Rowlandmiller & Partners
Georgia
$4.49M +$115K 1 1.86% Increased
506
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$4.48M +$79.5K 1 0.3% Increased
507
GHAM
Gilman Hill Asset Management
Connecticut
$4.47M +$62.3K 1 1.83% Increased
508
BOK Financial
BOK Financial
Oklahoma
$4.47M +$345K 1 0.13% Increased
509
SCA
Snowden Capital Advisors
New York
$4.47M +$328K 1 0.72% Increased
510
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.47M -$153K 1 0.57% Reduced
511
Greenleaf Trust
Greenleaf Trust
Michigan
$4.45M -$238K 2 0.1% Reduced
512
Farallon Capital Management
Farallon Capital Management
California
$4.41M $0 1 0.04% Maintained
513
ACM
Argent Capital Management
Missouri
$4.38M -$5.62M 1 0.17% Reduced
514
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$4.37M +$3.14M 2 0.05% Increased
515
GCM
Garland Capital Management
Washington
$4.37M +$46.3K 1 2.79% Increased
516
BCM
Blume Capital Management
California
$4.34M -$1.46M 1 2.3% Reduced
517
ACC
Accident Compensation Corp
New Zealand
$4.31M +$159K 1 1.18% Increased
518
PFA
Paradigm Financial Advisors
Missouri
$4.28M +$400K 1 2.07% Increased
519
PTC
Petrus Trust Company
Texas
$4.24M $0 1 1.01% Maintained
520
TCM
Telos Capital Management
California
$4.2M +$133K 1 1.62% Increased
521
MRCM
M&R Capital Management
New Jersey
$4.2M -$78.7K 1 1.01% Reduced
522
HCMT
Highland Capital Management (Tennessee)
Tennessee
$4.2M +$36.4K 1 0.33% Increased
523
CICI
Capital Investment Counsel Inc
North Carolina
$4.17M -$32.2K 1 1.81% Reduced
524
FIM
Freedom Investment Management
Connecticut
$4.14M -$44.1K 1 0.23% Reduced
525
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$4.14M -$67.1K 1 0.21% Reduced