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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
701
BWFM
Bridgewater Wealth & Financial Management
Maryland
$3.94M +$115K 1 1.67% Increased
702
Telos Capital Management
Telos Capital Management
California
$3.93M +$222K 1 2.17% Increased
703
FL
Fort LP
Maryland
$3.92M +$2.71M 1 2.04% Increased
704
RSVP
Ramsay Stattman Vela & Price
Colorado
$3.9M -$1.36K 1 1.92% Reduced
705
BSPF
British Steel Pension Fund
United Kingdom
$3.88M $0 1 0.37% Maintained
706
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$3.88M -$1.57M 1 0.09% Reduced
707
Liberty Mutual Group Asset Management
Liberty Mutual Group Asset Management
Massachusetts
$3.85M -$1.96M 1 0.13% Reduced
708
Amalgamated Bank
Amalgamated Bank
New York
$3.83M -$171K 2 0.38% Reduced
709
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$3.82M +$52.3K 1 0.08% Increased
710
Boston Common Asset Management
Boston Common Asset Management
Massachusetts
$3.81M +$48.8K 1 0.2% Increased
711
DG
Davidson & Garrard
Virginia
$3.81M -$422K 1 0.88% Reduced
712
RAM
Roanoke Asset Management
New Jersey
$3.81M +$72.7K 1 1.22% Increased
713
CMT Capital Markets Trading
CMT Capital Markets Trading
Germany
$3.8M +$3.52M 2 0.51% New
714
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$3.8M -$512K 1 0.46% Reduced
715
Palisade Capital Management
Palisade Capital Management
New Jersey
$3.8M -$3.01M 1 0.1% Reduced
716
First National Trust
First National Trust
Pennsylvania
$3.8M -$27.4K 1 0.61% Reduced
717
Bank of Hawaii
Bank of Hawaii
Hawaii
$3.79M -$152K 1 0.39% Reduced
718
WPIC
White Pine Investment Company
Michigan
$3.79M +$143K 1 2.21% Increased
719
MCM
McMillion Capital Management
North Carolina
$3.73M -$169K 1 2.32% Reduced
720
Blue Chip Partners
Blue Chip Partners
Michigan
$3.72M +$275K 1 2.38% Increased
721
Stephens Inc
Stephens Inc
Arkansas
$3.72M -$464K 1 0.17% Reduced
722
Palladium Partners
Palladium Partners
Virginia
$3.72M -$98.6K 1 0.33% Reduced
723
FQ
First Quadrant
California
$3.72M $0 1 0.08% Maintained
724
Bar Harbor Wealth Management
Bar Harbor Wealth Management
New Hampshire
$3.7M +$205 1 0.45% Increased
725
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$3.67M +$614 1 0.6% Increased