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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
JCM
Jag Capital Management
Missouri
$6.77M -$6.72M 1 0.95% Reduced
602
MCM
Marathon Capital Management
Maryland
$6.75M +$3.42M 1 1.93% Increased
603
SGA
Strategic Global Advisors
California
$6.72M -$318K 1 1.12% Reduced
604
Silvercrest Asset Management
Silvercrest Asset Management
New York
$6.71M +$836K 2 0.06% Increased
605
BFG
Beacon Financial Group
Texas
$6.65M -$131K 1 1.03% Reduced
606
Empirical Wealth Management
Empirical Wealth Management
Washington
$6.64M +$2.26M 1 0.35% Increased
607
M
MOTCO
Texas
$6.64M +$253K 1 0.53% Increased
608
Starboard Value
Starboard Value
New York
$6.62M $0 1 0.15% Maintained
609
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$6.58M +$573K 1 0.31% Increased
610
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$6.57M +$56.2K 2 0.29% Increased
611
GAM
Griffin Asset Management
New York
$6.55M +$610K 1 1.09% Increased
612
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.53M +$57.3K 1 1.55% Increased
613
Ancora Advisors
Ancora Advisors
Ohio
$6.52M +$563K 3 0.2% Increased
614
RAM
Roanoke Asset Management
New Jersey
$6.5M -$64K 1 3.1% Reduced
615
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$6.47M -$714K 1 0.35% Reduced
616
AIA
AIMZ Investment Advisors
California
$6.36M +$429K 1 3.22% Increased
617
PRC
Pearl River Capital
Michigan
$6.29M +$7.64M 1 1.17% New
618
ACM
Adalta Capital Management
New York
$6.28M -$29.5K 1 4.51% Reduced
619
BIM
Barton Investment Management
Pennsylvania
$6.28M -$53.6K 1 1.28% Reduced
620
IPW
Inlet Private Wealth
Florida
$6.27M +$26.5K 1 1.87% Increased
621
SCM
Spring Capital Management
Texas
$6.23M -$45.8K 1 5.93% Reduced
622
HHMI
Howard Hughes Medical Institute
Maryland
$6.21M +$7.56M 1 1.77% New
623
IWA
IBEX Wealth Advisors
New Jersey
$6.2M -$160K 1 1.61% Reduced
624
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$6.17M -$6.13M 2 0.08% Reduced
625
NewEdge Advisors
NewEdge Advisors
Louisiana
$6.17M +$692K 2 0.1% Increased