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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
DBG
De Burlo Group
Massachusetts
$9.32M -$2.2M 1 2.06% Reduced
552
PP
Patten & Patten
Tennessee
$9.32M +$294K 2 1.48% Increased
553
Veritable
Veritable
Delaware
$9.31M -$4.19M 1 0.2% Reduced
554
VFAM
Valley Forge Asset Management
Pennsylvania
$9.3M +$9.52M 1 1.14% New
555
Michael & Susan Dell Foundation
Michael & Susan Dell Foundation
New York
$9.27M $0 1 7.69% Maintained
556
Fidelity International
Fidelity International
Bermuda
$9.26M +$4.18M 1 0.04% Increased
557
Curi RMB Capital
Curi RMB Capital
Illinois
$9.22M -$347K 1 0.56% Reduced
558
CCC
Chelsea Counsel Company
California
$9.17M -$115K 1 1.83% Reduced
559
SSG
Summit Securities Group
New York
$9.1M +$7.08M 1 2.64% Increased
560
Shelton Capital Management
Shelton Capital Management
Colorado
$8.96M +$928K 1 1.2% Increased
561
TCOV
Trust Company of Vermont
Vermont
$8.96M +$760K 1 1.35% Increased
562
EULAV Asset Management
EULAV Asset Management
Florida
$8.92M +$2.68M 1 0.49% Increased
563
Jane Street
Jane Street
New York
$8.92M -$1.94M 2 0.09% Reduced
564
Meag Munich Ergo
Meag Munich Ergo
Germany
$8.9M +$1.46M 1 0.41% Increased
565
GIM
Gyrus Investment Management
Ontario, Canada
$8.9M +$9.18K 1 1.56% Increased
566
AMI
Amica Mutual Insurance
Rhode Island
$8.85M $0 1 0.71% Maintained
567
AL
Airain Ltd
Guernsey
$8.83M +$6.04M 1 0.6% Increased
568
HTI
Hikari Tsushin Inc
Japan
$8.83M -$4.37M 1 1.64% Reduced
569
WDA
Wendell David Associates
New Hampshire
$8.83M +$15.5K 1 1.84% Increased
570
LIM
Lathrop Investment Management
Arkansas
$8.81M +$63.3K 1 3.35% Increased
571
CISOA
Capital Investment Services of America
Wisconsin
$8.79M -$97.9K 1 2.23% Reduced
572
CAM
Centre Asset Management
New York
$8.79M -$2.81M 1 1.35% Reduced
573
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$8.56M -$802K 1 0.35% Reduced
574
CCM
Cadence Capital Management
Massachusetts
$8.54M -$518K 2 0.45% Reduced
575
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$8.51M +$2.91M 1 0.97% Increased