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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
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$9.75M -$4.9K 1 0.47% Reduced
502
BHTS
Bar Harbor Trust Services
Maine
$9.71M +$66.2K 1 3.56% Increased
503
Capula Management
Capula Management
Cayman Islands
$9.63M +$9.23M 1 0.19% Increased
504
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$9.57M -$15.5M 1 0.09% Reduced
505
RAM
Roumell Asset Management
Maryland
$9.56M +$674K 1 13.82% Increased
506
Amalgamated Bank
Amalgamated Bank
New York
$9.53M -$493K 2 0.36% Reduced
507
RIL
Rothschild Investment LLC
Illinois
$9.5M +$151K 2 0.82% Increased
508
KCM
Kanawha Capital Management
Virginia
$9.48M +$705K 1 0.92% Increased
509
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$9.47M +$131K 1 0.25% Increased
510
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$9.46M $0 1 0.38% Maintained
511
FA
FDx Advisors
Illinois
$9.38M +$380K 1 0.35% Increased
512
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.36M +$1.49M 2 0.1% Increased
513
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$9.35M +$51.1K 1 0.3% Increased
514
V
ValueWorks
New York
$9.33M -$5.63K 1 5.29% Reduced
515
Huntington National Bank
Huntington National Bank
Ohio
$9.33M +$1.21M 1 0.11% Increased
516
BUB
BBVA USA Bancshares
Texas
$9.31M -$370K 1 0.44% Reduced
517
Central Trust Company
Central Trust Company
Missouri
$9.16M +$2.04M 1 0.36% Increased
518
CA
Cornerstone Advisors
North Carolina
$9.15M +$9.95M 1 0.8% New
519
SCA
Snowden Capital Advisors
New York
$9.13M +$1.01M 1 0.52% Increased
520
IG
Ithaka Group
Virginia
$9.06M -$1.87M 1 1.23% Reduced
521
Capital Research Global Investors
Capital Research Global Investors
California
$9.03M +$9.09K 1 0% Increased
522
TC
TownSquare Capital
Utah
$9.03M -$707K 1 0.35% Reduced
523
Erste Asset Management
Erste Asset Management
Austria
$9.02M +$255K 1 0.22% Increased
524
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$8.97M -$54.1K 1 0.44% Reduced
525
HCM
Harvey Capital Management
Florida
$8.96M +$640K 1 3.25% Increased