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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
601
TCOV
Trust Company of Vermont
Vermont
$4.9M +$89.3K 1 0.61% Increased
602
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.9M +$71.6K 2 0.06% Increased
603
Jane Street
Jane Street
New York
$4.85M -$995K 2 0.02% Reduced
604
Alkeon Capital Management
Alkeon Capital Management
New York
$4.85M -$109M 1 0.09% Reduced
605
WPIC
White Pine Investment Company
Michigan
$4.84M -$54.7K 1 2.84% Reduced
606
Capital Investment Advisors
Capital Investment Advisors
Georgia
$4.84M +$820K 1 0.43% Increased
607
KFP
Keystone Financial Planning
Ohio
$4.83M +$476K 1 3.17% Increased
608
SNS Financial Group
SNS Financial Group
Minnesota
$4.83M +$1.15M 1 1.4% Increased
609
UBWV
United Bank (West Virginia)
West Virginia
$4.81M -$342K 1 2.21% Reduced
610
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$4.79M +$4.26M 1 0.12% New
611
SW
SVB Wealth
Massachusetts
$4.78M -$3.13M 1 0.19% Reduced
612
GCMG
Gyroscope Capital Management Group
Florida
$4.77M +$117K 1 3.56% Increased
613
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$4.76M +$1.94M 1 0.09% Increased
614
Aspiriant LLC
Aspiriant LLC
California
$4.76M +$467K 1 0.47% Increased
615
GW & Wade
GW & Wade
Massachusetts
$4.74M +$540K 1 0.85% Increased
616
SFS
Strategic Financial Services
New York
$4.73M -$25.5K 1 0.94% Reduced
617
HL Financial Services
HL Financial Services
Kentucky
$4.66M -$1.01M 1 0.11% Reduced
618
HC
Hourglass Capital
Texas
$4.63M -$146K 1 1.15% Reduced
619
Brookstone Capital Management
Brookstone Capital Management
Illinois
$4.61M +$58.7K 1 0.51% Increased
620
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.61M +$524K 1 0.4% Increased
621
ACC
Accident Compensation Corp
New Zealand
$4.6M -$365K 1 1.22% Reduced
622
Hancock Whitney
Hancock Whitney
Mississippi
$4.6M +$1.04M 1 0.18% Increased
623
Congress Asset Management
Congress Asset Management
Massachusetts
$4.59M +$334K 1 0.1% Increased
624
Churchill Management
Churchill Management
California
$4.58M +$4.07M 1 0.19% New
625
CCM
Crossvault Capital Management
Texas
$4.54M +$115K 1 3.16% Increased