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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
OAM
Oak Asset Management
California
$9.37M -$227K 1 3.73% Reduced
527
Guinness Asset Management
Guinness Asset Management
United Kingdom
$9.35M $0 1 0.2% Maintained
528
CB
Cadence Bank
Mississippi
$9.2M +$19.9K 1 0.75% Increased
529
SAM
Smithbridge Asset Management
Pennsylvania
$9.19M -$57.5K 1 2.09% Reduced
530
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$9.17M -$3.18M 1 0.15% Reduced
531
DAC
Dividend Assets Capital
South Carolina
$9.15M -$291K 1 1.8% Reduced
532
MFF
Mango Five Family
Nevada
$9.13M +$7.82M 1 3.44% New
533
V
ValueWorks
New York
$9.13M -$115K 1 3.1% Reduced
534
TAM
Townsend Asset Management
North Carolina
$9.12M -$14.6K 1 4.17% Reduced
535
OC
Optimas Capital
Hong Kong
$9.11M +$7.8M 1 8.59% New
536
AIA
AIMZ Investment Advisors
California
$9.07M -$65.6K 1 3.67% Reduced
537
VDBMI
Van Den Berg Management I
Texas
$8.96M +$32.4K 1 2.98% Increased
538
Groupama Asset Management
Groupama Asset Management
France
$8.95M +$7.66M 1 0.23% New
539
BOK Financial
BOK Financial
Oklahoma
$8.95M -$517K 1 0.18% Reduced
540
Empowered Funds
Empowered Funds
Pennsylvania
$8.73M -$3.85M 1 0.22% Reduced
541
MCM
Marathon Capital Management
Maryland
$8.67M -$149K 1 2.18% Reduced
542
HCMT
Highland Capital Management (Tennessee)
Tennessee
$8.64M -$300K 1 0.54% Reduced
543
Perigon Wealth Management
Perigon Wealth Management
California
$8.63M +$2.91M 1 0.28% Increased
544
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.6M -$84.7K 1 1.63% Reduced
545
AFG
Albion Financial Group
Utah
$8.59M -$19.6K 1 0.71% Reduced
546
GTS Securities
GTS Securities
Florida
$8.53M -$16.8M 1 0.01% Reduced
547
CFLC
California First Leasing Corp
California
$8.48M $0 1 4.51% Maintained
548
RHDIC
R.H. Dinel Investment Counsel
California
$8.44M -$198K 1 5.77% Reduced
549
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$8.44M -$4.58K 2 0.31% Reduced
550
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$8.43M +$726K 1 0.04% Increased