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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
Federated Hermes
Federated Hermes
Pennsylvania
$9.24M -$11M 2 0.03% Reduced
502
CM
Capital Management
Virginia
$9.17M +$1.16M 1 2.25% Increased
503
Achmea Investment Management
Achmea Investment Management
Netherlands
$9.17M -$42.2K 1 0.31% Reduced
504
HCM
Harvey Capital Management
Florida
$9.12M -$5.85K 1 3.82% Reduced
505
Huntington National Bank
Huntington National Bank
Ohio
$9.07M -$1.09M 1 0.09% Reduced
506
Karpus Investment Management
Karpus Investment Management
New York
$9.06M -$23K 1 0.31% Reduced
507
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$8.99M +$7.46M 2 0.33% Increased
508
LOAMU
Lombard Odier Asset Management (USA)
New York
$8.99M -$159K 1 0.23% Reduced
509
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$8.98M -$979K 1 0.41% Reduced
510
TCM
Tufton Capital Management
Maryland
$8.91M -$98.2K 1 1.96% Reduced
511
BIAS
Beacon Investment Advisory Services
New Jersey
$8.83M -$37.1K 1 0.45% Reduced
512
BCM
Bourgeon Capital Management
Connecticut
$8.81M -$1.35M 2 2.16% Reduced
513
BOTW
Bank of the West
California
$8.78M -$440K 1 1.03% Reduced
514
OGF
Orin Green Financial
California
$8.72M +$7.61K 1 5.12% Increased
515
KC
Kadensa Capital
Hong Kong
$8.71M +$9.27M 1 2.61% New
516
IP
Isthmus Partners
Wisconsin
$8.68M -$398K 1 1.3% Reduced
517
FA
Fagan Associates
New York
$8.65M +$936 1 2.31% Increased
518
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$8.55M -$11.2K 1 0.38% Reduced
519
VWM
Venturi Wealth Management
Texas
$8.5M +$1.81M 1 0.75% Increased
520
HCMT
Highland Capital Management (Tennessee)
Tennessee
$8.48M -$435K 1 0.6% Reduced
521
BBA
BLB&B Advisors
Pennsylvania
$8.45M -$960K 1 0.65% Reduced
522
Atria Investments
Atria Investments
North Carolina
$8.42M -$28.5K 1 0.17% Reduced
523
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$8.38M -$377K 1 0.9% Reduced
524
KCM
Kanawha Capital Management
Virginia
$8.31M +$243K 1 0.82% Increased
525
CRM
Cramer Rosenthal McGlynn
Connecticut
$8.26M +$1.28M 1 0.36% Increased