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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
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.35M -$1.75K 1 1.35% Reduced
602
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$6.33M +$3.09M 1 0.17% Increased
603
CC
Cannell & Co
New York
$6.3M +$6.71M 1 0.23% New
604
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$6.27M +$519K 2 0.15% Increased
605
Ethic Inc
Ethic Inc
New York
$6.24M +$316K 1 0.34% Increased
606
SST
S Squared Technology
New York
$6.21M +$333K 1 4.2% Increased
607
SIM
Seaview Investment Managers
Florida
$6.17M +$662K 1 2.47% Increased
608
HSA
Hussman Strategic Advisors
Maryland
$6.13M +$1.09M 1 1% Increased
609
IMOV
Investment Management of Virginia
Virginia
$6.12M -$2.9M 1 1.2% Reduced
610
RAM
Roanoke Asset Management
New Jersey
$6.11M -$227K 1 2.78% Reduced
611
ACM
Adalta Capital Management
New York
$6.11M -$5.73K 1 4.31% Reduced
612
IPW
Inlet Private Wealth
Florida
$6.1M +$1.99K 1 1.57% Increased
613
TAIM
Te Ahumairangi Investment Management
New Zealand
$6.1M +$838K 1 0.95% Increased
614
Oaktree Capital Management
Oaktree Capital Management
California
$6.1M $0 1 0.06% Maintained
615
Caxton Associates (New York)
Caxton Associates (New York)
New York
$6.06M +$5.12M 2 0.4% New
616
Empirical Wealth Management
Empirical Wealth Management
Washington
$6.01M -$481K 1 0.28% Reduced
617
GCA
Greenwood Capital Associates
South Carolina
$6.01M +$437K 1 0.99% Increased
618
LBP AM
LBP AM
France
$6.01M +$6.39M 1 0.17% New
619
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$5.94M -$1.27M 1 0.25% Reduced
620
IWA
IBEX Wealth Advisors
New Jersey
$5.93M -$103K 1 1.34% Reduced
621
EP Wealth Advisors
EP Wealth Advisors
California
$5.93M -$1.93M 1 0.11% Reduced
622
SCM
Spring Capital Management
Texas
$5.92M -$154K 1 5.12% Reduced
623
IMA
Investment Management Associates
Colorado
$5.91M +$339K 1 2.47% Increased
624
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.9M +$530K 1 0.37% Increased
625
Burney Company
Burney Company
Virginia
$5.9M -$4.79M 1 0.3% Reduced