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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
IC
InterOcean Capital
Illinois
$5.19M -$2.1M 1 0.7% Reduced
527
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$5.17M +$247K 1 1.33% Increased
528
ERIM
Eagle Ridge Investment Management
Connecticut
$5.14M +$141K 1 0.79% Increased
529
Greenleaf Trust
Greenleaf Trust
Michigan
$5.12M -$241K 2 0.1% Reduced
530
AMI
Amica Mutual Insurance
Rhode Island
$5.05M $0 1 0.5% Maintained
531
OKSA
O'Keefe Stevens Advisory
New York
$5.02M +$203K 1 4.54% Increased
532
JAM
Jolley Asset Management
North Carolina
$4.97M +$34.3K 1 3.16% Increased
533
WIA
Wealthstreet Investment Advisors
Texas
$4.96M +$4.7M 1 0.6% New
534
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$4.95M -$151K 1 0.21% Reduced
535
BCM
Blume Capital Management
California
$4.95M -$393K 1 2.53% Reduced
536
AMG National Trust Bank
AMG National Trust Bank
Colorado
$4.94M +$259K 1 0.32% Increased
537
CICI
Capital Investment Counsel Inc
North Carolina
$4.88M -$261K 1 2.02% Reduced
538
Group One Trading
Group One Trading
Illinois
$4.88M -$2.59M 1 0.03% Reduced
539
Covington Capital Management
Covington Capital Management
California
$4.72M -$227K 1 0.29% Reduced
540
AMM
American Money Management
California
$4.71M -$12.2K 1 2.85% Reduced
541
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$4.7M $0 1 0.1% Maintained
542
PAM
PVG Asset Management
Colorado
$4.69M +$1.82M 1 2.14% Increased
543
Busey Bank
Busey Bank
Illinois
$4.68M +$3.15K 1 0.6% Increased
544
BAM
Bell Asset Management
Australia
$4.68M +$4.43M 1 1.12% New
545
GL
GLG LLC
New York
$4.65M -$10.7M 1 0.33% Reduced
546
BBI
Baxter Bros Inc
Connecticut
$4.61M +$29.2K 1 1.26% Increased
547
Jones Financial Companies
Jones Financial Companies
Missouri
$4.59M -$227K 1 0.01% Reduced
548
Meag Munich Ergo
Meag Munich Ergo
Germany
$4.58M +$4.29M 1 0.18% New
549
WAOTB
Wealth Advisors of Tampa Bay
Florida
$4.56M +$4.17M 1 3.13% New
550
Global X Management Company
Global X Management Company
New York
$4.45M +$1.26M 2 0.1% Increased