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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
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.71M +$7.38M 1 0.34% New
602
SSG
Summit Securities Group
New York
$6.71M +$6.33M 1 0.52% Increased
603
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$6.67M -$336K 1 0.13% Reduced
604
VHAM
Van Hulzen Asset Management
California
$6.62M +$240K 1 0.98% Increased
605
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$6.61M +$993 1 0.13% Increased
606
AAMA
Advanced Asset Management Advisors
Ohio
$6.57M $0 1 1.41% Maintained
607
IMA
Investment Management Associates
Colorado
$6.51M -$106K 1 3.39% Reduced
608
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$6.5M +$128K 1 0.2% Increased
609
GCM
Gabalex Capital Management
New York
$6.45M +$2.84M 1 2.98% Increased
610
OGF
Orin Green Financial
California
$6.44M -$48.4K 1 4.49% Reduced
611
ODCM
Old Dominion Capital Management
Virginia
$6.41M -$7.52K 1 1.37% Reduced
612
Burney Company
Burney Company
Virginia
$6.27M +$3.29M 1 0.29% Increased
613
SMI
Shelter Mutual Insurance
Missouri
$6.27M $0 1 1.77% Maintained
614
PCM
Princeton Capital Management
New Jersey
$6.26M -$567 1 2% Reduced
615
Granahan Investment Management
Granahan Investment Management
Massachusetts
$6.19M +$4.57M 1 0.12% New
616
1IA
1834 Investment Advisors
Wisconsin
$6.18M +$1.69M 1 0.75% Increased
617
Zacks Investment Management
Zacks Investment Management
Illinois
$6.18M +$556K 1 0.1% Increased
618
Cresset Asset Management
Cresset Asset Management
Illinois
$6.15M +$893K 2 0.08% Increased
619
SAM
Selway Asset Management
$6.05M +$106K 1 3.3% Increased
620
CCM
Cinctive Capital Management
New York
$6M -$288K 1 0.29% Reduced
621
CP
Corbenic Partners
Pennsylvania
$5.99M +$893K 1 1.45% Increased
622
SWM
SeaCrest Wealth Management
New York
$5.99M +$123K 2 0.72% Increased
623
DAC
Dividend Assets Capital
South Carolina
$5.98M +$439K 1 1.2% Increased
624
TCM
Twin Capital Management
Pennsylvania
$5.97M -$401K 1 0.61% Reduced
625
Credit Agricole
Credit Agricole
France
$5.95M +$5.05M 1 0.11% Increased