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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
551
Michael & Susan Dell Foundation
Michael & Susan Dell Foundation
New York
$9.82M +$1.01M 1 8.26% Increased
552
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$9.76M +$769K 1 0.66% Increased
553
AP
Atwood & Palmer
Missouri
$9.74M -$4.39M 1 2.6% Reduced
554
MAM
Mastrapasqua Asset Management
Tennessee
$9.7M -$129K 1 2.23% Reduced
555
FA
Friess Associates
Delaware
$9.67M +$8.19M 1 0.79% New
556
FBC
Fairfield, Bush & Co
Connecticut
$9.62M +$1.6M 1 2.82% Increased
557
MC
Middleton & Co
Massachusetts
$9.61M -$13K 1 2.19% Reduced
558
AHC
Adell Harriman & Carpenter
Texas
$9.61M -$251K 1 2.64% Reduced
559
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$9.53M -$694K 1 0.79% Reduced
560
PP
Patten & Patten
Tennessee
$9.48M -$2.23M 1 1.54% Reduced
561
CISOA
Capital Investment Services of America
Wisconsin
$9.42M -$131K 1 2.33% Reduced
562
GIM
Gyrus Investment Management
Ontario, Canada
$9.41M -$93.4K 1 1.69% Reduced
563
AMI
Amica Mutual Insurance
Rhode Island
$9.38M $0 1 0.74% Maintained
564
WDA
Wendell David Associates
New Hampshire
$9.29M +$368K 1 1.95% Increased
565
LIM
Lathrop Investment Management
Arkansas
$9.27M +$42.9K 1 3.52% Increased
566
JMH
J.M. Hartwell
New York
$9.26M $0 1 1.87% Maintained
567
JEW
Jamison Eaton & Wood
New Jersey
$9.22M -$462K 1 2.54% Reduced
568
BUB
BBVA USA Bancshares
Texas
$9.21M -$474K 1 0.4% Reduced
569
HT
HAP Trading
New York
$9.2M +$9.24M 1 0.34% New
570
M&T Bank
M&T Bank
New York
$9.14M -$1.87M 1 0.38% Reduced
571
FCM
Firsthand Capital Management
California
$9.06M +$1.85M 2 4.14% Increased
572
FAB
First American Bank
Illinois
$9.05M -$116K 1 0.97% Reduced
573
Barings
Barings
North Carolina
$8.98M -$890K 1 0.27% Reduced
574
IHL
Investment House LLC
California
$8.98M -$19.7K 1 1.54% Reduced
575
TCM
Twin Capital Management
Pennsylvania
$8.96M +$1.67M 1 0.9% Increased