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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
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$7.29M -$531K 1 0.09% Reduced
527
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$7.29M -$531K 1 0.09% Reduced
528
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$7.23M -$348K 1 0.79% Reduced
529
BOK Financial
BOK Financial
Oklahoma
$7.2M -$4.08M 1 0.16% Reduced
530
Guinness Asset Management
Guinness Asset Management
United Kingdom
$7.18M +$2.32K 1 0.17% Increased
531
SAM
Smithbridge Asset Management
Pennsylvania
$7.11M -$222K 1 1.76% Reduced
532
V
ValueWorks
New York
$7.11M -$23.8K 1 2.59% Reduced
533
CB
Cadence Bank
Mississippi
$7.05M -$19K 1 0.62% Reduced
534
NEAM
New England Asset Management
Connecticut
$7.04M -$412K 1 1.16% Reduced
535
Gotham Asset Management
Gotham Asset Management
New York
$7.03M -$3.38M 1 0.15% Reduced
536
AIA
AIMZ Investment Advisors
California
$7.02M -$74.4K 1 3.12% Reduced
537
TAM
Townsend Asset Management
North Carolina
$7.02M +$989K 1 3.54% Increased
538
BRWA
B. Riley Wealth Advisors
Florida
$7M +$213K 1 0.19% Increased
539
Annex Advisory Services
Annex Advisory Services
Wisconsin
$6.92M -$247K 1 0.42% Reduced
540
HCMT
Highland Capital Management (Tennessee)
Tennessee
$6.9M -$1.36M 1 0.47% Reduced
541
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$6.88M +$3.22M 1 0.16% Increased
542
VDBMI
Van Den Berg Management I
Texas
$6.85M +$547K 1 2.4% Increased
543
Balyasny Asset Management
Balyasny Asset Management
Illinois
$6.82M -$58.5M 1 0.01% Reduced
544
MCM
Marathon Capital Management
Maryland
$6.79M +$34.5K 1 1.71% Increased
545
Wedbush Securities
Wedbush Securities
California
$6.79M +$59.6K 1 0.34% Increased
546
HR
Howe & Rusling
New York
$6.74M -$112K 1 0.8% Reduced
547
Boothbay Fund Management
Boothbay Fund Management
New York
$6.7M +$1.45M 3 0.16% Increased
548
Metis Global Partners
Metis Global Partners
California
$6.69M +$735K 1 0.32% Increased
549
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.68M +$143K 1 1.36% Increased
550
RHDIC
R.H. Dinel Investment Counsel
California
$6.66M $0 1 4.81% Maintained