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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
BUB
BBVA USA Bancshares
Texas
$10.1M +$1.42M 1 0.45% Increased
527
GHA
Garcia Hamilton & Associates
Texas
$10M -$2.71M 1 2.91% Reduced
528
FCM
Firsthand Capital Management
California
$9.97M $0 2 5.22% Maintained
529
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$9.97M -$1.19M 1 0.33% Reduced
530
HFS
Haverford Financial Services
Pennsylvania
$9.92M +$118K 1 4.45% Increased
531
JCM
Jag Capital Management
Missouri
$9.91M -$5.74M 1 1.99% Reduced
532
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$9.91M -$511K 1 1.5% Reduced
533
DnB Asset Management
DnB Asset Management
Norway
$9.88M -$1.76M 1 0.22% Reduced
534
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$9.83M +$10.1M 1 0.2% New
535
DIA
Denver Investment Advisors
Colorado
$9.83M +$158K 1 0.32% Increased
536
BOK Financial
BOK Financial
Oklahoma
$9.8M -$2.81M 1 0.33% Reduced
537
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$9.75M +$9.97M 1 0.72% New
538
AF
Ally Financial
Michigan
$9.72M +$2.29M 1 1.34% Increased
539
Meyer Handelman Company
Meyer Handelman Company
New York
$9.71M +$1.68M 1 0.45% Increased
540
NPPM
North Point Portfolio Managers
Ohio
$9.67M -$51.7K 1 1.94% Reduced
541
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$9.62M -$291K 1 0.46% Reduced
542
AHC
Adell Harriman & Carpenter
Texas
$9.61M $0 1 2.64% Maintained
543
DA
Dillon & Associates
Michigan
$9.59M -$82.6K 1 4.89% Reduced
544
DM
Delphi Management
Massachusetts
$9.54M -$17.4K 1 1.36% Reduced
545
AMM
American Money Management
California
$9.53M -$2.96M 1 8.08% Reduced
546
DCM
Dupont Capital Management
Delaware
$9.49M -$739K 1 0.16% Reduced
547
CCM
Courage Capital Management
Tennessee
$9.46M +$13.6M 1 8.67% Increased
548
PCMK
Paragon Capital Management (Kansas)
Kansas
$9.45M +$1.56M 1 3.63% Increased
549
CNAM
Campbell Newman Asset Management
Wisconsin
$9.43M -$8.82M 1 1.86% Reduced
550
FBC
Fairfield, Bush & Co
Connecticut
$9.36M +$289K 1 2.69% Increased