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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
526
Jane Street
Jane Street
New York
$8.82M +$7.69M 2 0.1% Increased
527
DA
Dillon & Associates
Michigan
$8.75M +$50.8K 1 4.89% Increased
528
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$8.69M -$6.87M 1 1.39% Reduced
529
NPPM
North Point Portfolio Managers
Ohio
$8.66M -$40K 1 2.04% Reduced
530
HFS
Haverford Financial Services
Pennsylvania
$8.61M +$927K 1 4.74% Increased
531
BOK Financial
BOK Financial
Oklahoma
$8.56M -$2.63M 1 0.31% Reduced
532
AHC
Adell Harriman & Carpenter
Texas
$8.56M +$100K 1 2.41% Increased
533
FQ
First Quadrant
California
$8.54M +$1.61M 1 0.22% Increased
534
FBC
Fairfield, Bush & Co
Connecticut
$8.51M +$2.06M 1 2.57% Increased
535
DIA
Denver Investment Advisors
Colorado
$8.46M -$28.7K 1 0.18% Reduced
536
CISOA
Capital Investment Services of America
Wisconsin
$8.46M -$1.23M 1 2.25% Reduced
537
WFM
Wilmington Funds Management
Delaware
$8.43M -$571K 1 0.81% Reduced
538
Profund Advisors
Profund Advisors
Maryland
$8.42M +$1.19M 1 0.45% Increased
539
TCM
Twin Capital Management
Pennsylvania
$8.4M -$85.2K 1 0.9% Reduced
540
CIC
Chase Investment Counsel
Virginia
$8.39M -$3.16M 1 2.15% Reduced
541
GIM
Gyrus Investment Management
Ontario, Canada
$8.36M -$38.9K 1 1.84% Reduced
542
Synovus Financial
Synovus Financial
Georgia
$8.34M -$2.89M 1 0.26% Reduced
543
MC
Middleton & Co
Massachusetts
$8.3M +$656K 1 2.18% Increased
544
GJIC
Gamble Jones Investment Counsel
California
$8.29M -$46.9K 1 1.07% Reduced
545
JMH
J.M. Hartwell
New York
$8.19M -$24.9K 1 1.84% Reduced
546
Whittier Trust
Whittier Trust
California
$8.16M -$1.02M 1 0.44% Reduced
547
EP Wealth Advisors
EP Wealth Advisors
California
$8.14M +$365K 1 2.56% Increased
548
Gabelli Funds
Gabelli Funds
New York
$7.99M -$3.69M 1 0.05% Reduced
549
CM
Capital Management
Virginia
$7.88M +$547K 1 3.05% Increased
550
PFU
Parus Finance (UK)
United Kingdom
$7.88M -$66.6K 1 2.47% Reduced