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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
VWM
Venturi Wealth Management
Texas
$15.7M -$270K 1 0.93% Reduced
502
RGC
Redwood Grove Capital
California
$15.7M -$6.67M 1 4.9% Reduced
503
FCM
Fairbanks Capital Management
California
$15.6M -$203K 1 10.23% Reduced
504
Rakuten Investment Management
Rakuten Investment Management
Japan
$15.5M +$3.09M 1 0.1% Increased
505
Clearstead Advisors
Clearstead Advisors
Ohio
$15.5M +$12.3M 2 0.27% Increased
506
XF
XML Financial
Maryland
$15.5M -$943K 1 1.56% Reduced
507
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$15.3M -$889K 1 0.38% Reduced
508
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$15.2M -$4.3M 1 0.43% Reduced
509
Walleye Capital
Walleye Capital
New York
$15.2M +$6.74M 3 0.03% Increased
510
FP
Foundry Partners
Minnesota
$15.1M +$20.4K 1 0.81% Increased
511
DAC
Dividend Assets Capital
South Carolina
$15.1M +$432K 1 3.07% Increased
512
VHAM
Van Hulzen Asset Management
California
$15.1M -$1.14M 1 1.01% Reduced
513
BOK Financial
BOK Financial
Oklahoma
$15.1M +$2.23M 1 0.27% Increased
514
Verition Fund Management
Verition Fund Management
Connecticut
$15M -$2.61M 2 0.08% Reduced
515
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$15M -$7.93K 1 0.67% Reduced
516
PGGM Investments
PGGM Investments
Netherlands
$15M +$3.61M 1 0.21% Increased
517
Hosking Partners
Hosking Partners
United Kingdom
$15M -$2.1M 1 0.55% Reduced
518
PP
Patten & Patten
Tennessee
$14.9M -$419K 1 1.04% Reduced
519
HCMT
Highland Capital Management (Tennessee)
Tennessee
$14.8M +$2.73M 1 0.88% Increased
520
CapitalatWork SA
CapitalatWork SA
$14.7M +$13.9M 1 0.49% New
521
LBP AM
LBP AM
France
$14.7M +$1.88M 1 0.6% Increased
522
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$14.6M $0 1 0.17% Maintained
523
TCM
Tufton Capital Management
Maryland
$14.5M -$1.23M 1 2.82% Reduced
524
TIP
Torray Investment Partners
Maryland
$14.4M -$6.74M 1 2.15% Reduced
525
Aquatic Capital Management
Aquatic Capital Management
Illinois
$14.3M +$6.63M 2 0.53% Increased