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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
IHL
Investment House LLC
California
$7.96M +$55.7K 1 1.28% Increased
527
InterOcean Capital
InterOcean Capital
Illinois
$7.9M +$2.8M 1 2.69% Increased
528
Parkwood LLC
Parkwood LLC
Ohio
$7.85M +$7.98M 1 0.98% New
529
Patten & Patten
Patten & Patten
Tennessee
$7.85M -$1.1M 2 1.13% Reduced
530
Scout Investments
Scout Investments
Missouri
$7.79M -$564K 1 0.13% Reduced
531
PDN
Pensionfund DSM Netherlands
Netherlands
$7.77M $0 1 1.11% Maintained
532
Polar Capital
Polar Capital
United Kingdom
$7.76M -$12.5M 1 0.15% Reduced
533
Chemical Bank
Chemical Bank
Michigan
$7.75M +$80.4K 1 1.01% Increased
534
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$7.7M -$885K 1 0.63% Reduced
535
Bridges Investment Management
Bridges Investment Management
Nebraska
$7.63M +$91.4K 1 1.34% Increased
536
First Allied Advisory Services
First Allied Advisory Services
California
$7.61M +$146K 1 0.5% Increased
537
North Star Asset Management
North Star Asset Management
Wisconsin
$7.58M +$114K 1 0.86% Increased
538
HL Financial Services
HL Financial Services
Kentucky
$7.56M -$73K 1 0.2% Reduced
539
Addenda Capital
Addenda Capital
Quebec, Canada
$7.48M -$152K 1 0.63% Reduced
540
PCM
Proxima Capital Management
New York
$7.45M $0 1 1.01% Maintained
541
Novare Capital Management
Novare Capital Management
North Carolina
$7.44M -$117K 1 1.84% Reduced
542
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$7.41M +$7.53M 1 0.52% New
543
USS Investment Management
USS Investment Management
United Kingdom
$7.38M -$55.1M 1 0.12% Reduced
544
Sentinel Trust
Sentinel Trust
Texas
$7.37M +$647K 1 2.03% Increased
545
Palisade Asset Management
Palisade Asset Management
Minnesota
$7.34M -$21.1K 1 1.44% Reduced
546
CIBC World Market
CIBC World Market
Ontario, Canada
$7.33M -$631K 1 0.03% Reduced
547
EULAV Asset Management
EULAV Asset Management
Florida
$7.28M -$423K 1 0.38% Reduced
548
Palisade Capital Management
Palisade Capital Management
New Jersey
$7.27M -$74.7K 1 0.18% Reduced
549
FirstMerit Bank N.A. Trustee
FirstMerit Bank N.A. Trustee
Ohio
$7.27M -$2.75M 1 0.59% Reduced
550
VCAM
Valentine Capital Asset Management
California
$7.24M -$1.57M 1 2.12% Reduced