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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
RAM
RK Asset Management
Michigan
$6.37M -$519K 1 5.73% Reduced
527
CIC
Cutler Investment Counsel
Oregon
$6.36M +$47.1K 1 1.72% Increased
528
GHAM
Gilman Hill Asset Management
Connecticut
$6.36M +$162K 1 2.46% Increased
529
CIP
Convergence Investment Partners
Florida
$6.3M +$4M 1 0.93% Increased
530
JC
Jacobs & Co
California
$6.28M +$95.6K 1 1.4% Increased
531
Covington Capital Management
Covington Capital Management
California
$6.26M -$2.82M 1 0.57% Reduced
532
SIC
SFE Investment Counsel
California
$6.23M $0 1 2.99% Maintained
533
First Allied Advisory Services
First Allied Advisory Services
California
$6.21M -$256K 1 0.33% Reduced
534
IP
Isthmus Partners
Wisconsin
$6.2M -$44.8K 1 1.96% Reduced
535
SGCA
Steel Grove Capital Advisors
Tennessee
$6.18M +$482K 1 1.4% Increased
536
PPCM
Pillar Pacific Capital Management
California
$6.16M -$16.7K 1 0.97% Reduced
537
Marshall Wace
Marshall Wace
United Kingdom
$6.15M +$4.03M 1 0.04% Increased
538
Rockefeller Financial Services
Rockefeller Financial Services
New York
$6.14M $0 1 0.13% Maintained
539
SWM
SVA Wealth Management
Wisconsin
$6.14M +$868K 1 0.96% Increased
540
Wolverine Trading
Wolverine Trading
Illinois
$6.05M -$2.45M 2 0.03% Reduced
541
GP
GLG Partners
United Kingdom
$6.02M +$4.13M 1 0.19% Increased
542
WAM
Wilsey Asset Management
California
$5.99M -$82.2K 1 4.61% Reduced
543
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$5.99M +$5.32M 1 0.34% New
544
Bridges Investment Management
Bridges Investment Management
Nebraska
$5.94M -$290K 1 0.99% Reduced
545
IMOV
Investment Management of Virginia
Virginia
$5.92M -$1.34K 1 1.45% Reduced
546
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$5.91M -$164K 1 0.17% Reduced
547
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$5.9M -$762K 2 0.32% Reduced
548
Amalgamated Bank
Amalgamated Bank
New York
$5.89M +$25.4K 2 0.34% Increased
549
CIM
Calvert Investment Management
Maryland
$5.88M +$342K 1 0.22% Increased
550
NCM
Nelson Capital Management
California
$5.84M +$303K 1 2.07% Increased