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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
CIP
Convergence Investment Partners
Florida
$3.74M -$584K 1 1.04% Reduced
527
WDA
Wendell David Associates
New Hampshire
$3.72M $0 1 0.55% Maintained
528
Wedbush Securities
Wedbush Securities
California
$3.69M -$422K 1 0.36% Reduced
529
RAM
Roanoke Asset Management
New Jersey
$3.67M +$44K 1 1.72% Increased
530
WP
Wedgewood Partners
Missouri
$3.67M -$188K 1 0.33% Reduced
531
KFP
KMG Fiduciary Partners
Ohio
$3.67M +$45.5K 1 1.24% Increased
532
PP
Patten & Patten
Tennessee
$3.62M $0 1 0.4% Maintained
533
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$3.62M +$1.5M 2 0.07% Increased
534
TCOT
Trust Company of Toledo
Ohio
$3.62M -$29.9K 1 0.88% Reduced
535
Brinker Capital
Brinker Capital
Pennsylvania
$3.62M -$528K 1 0.12% Reduced
536
ATC
Argent Trust Co
Tennessee
$3.61M -$16.9K 1 0.35% Reduced
537
VV
Verity & Verity
South Carolina
$3.6M +$54.2K 1 0.76% Increased
538
Mariner
Mariner
Kansas
$3.59M -$1.17M 1 0.04% Reduced
539
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$3.58M -$168K 1 0.11% Reduced
540
MCM
Marathon Capital Management
Maryland
$3.57M -$45.7K 1 1.44% Reduced
541
PCM
Princeton Capital Management
New Jersey
$3.57M +$4.59K 1 1.73% Increased
542
RIM
Redwood Investment Management
Arizona
$3.56M -$49.4K 1 0.96% Reduced
543
OAM
Oxford Asset Management
United Kingdom
$3.55M -$6.53M 1 0.09% Reduced
544
GHCM
Glen Harbor Capital Management
California
$3.55M +$230K 1 0.07% Increased
545
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$3.53M +$13.7K 1 0.08% Increased
546
Sowell Financial Services
Sowell Financial Services
Arkansas
$3.53M +$3.48M 2 0.29% New
547
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$3.53M -$29.9K 3 0.16% Reduced
548
HA
Heartland Advisors
Wisconsin
$3.5M +$1.68M 1 0.27% Increased
549
Veritable
Veritable
Delaware
$3.5M -$261K 1 0.07% Reduced
550
SCP
Shorepoint Capital Partners
Massachusetts
$3.48M -$123K 1 2.05% Reduced