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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
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.94M -$243K 1 0.05% Reduced
702
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.94M +$1.6M 1 0.03% New
703
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$1.94M -$191K 1 0.06% Reduced
704
ECM
EagleClaw Capital Management
Massachusetts
$1.93M $0 1 0.79% Maintained
705
SCA
Sage Capital Advisors
South Dakota
$1.91M +$151 1 1.44% Increased
706
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$1.91M +$315K 2 0.12% Increased
707
MCM
Mork Capital Management
California
$1.9M $0 2 1.74% Maintained
708
Holocene Advisors
Holocene Advisors
New York
$1.89M +$1.29M 1 0.02% Increased
709
CHC
City Holding Co
West Virginia
$1.88M +$26.3K 1 0.48% Increased
710
AAIM
American Assets Investment Management
California
$1.87M $0 1 0.3% Maintained
711
Greenleaf Trust
Greenleaf Trust
Michigan
$1.87M -$39.7K 1 0.03% Reduced
712
PVWM
Point View Wealth Management
New Jersey
$1.87M -$249K 1 0.84% Reduced
713
VCA
Verdence Capital Advisors
Maryland
$1.85M +$34.2K 1 0.52% Increased
714
SCM
Sterneck Capital Management
Missouri
$1.83M -$72.2K 1 1.67% Reduced
715
AAM
Ascension Asset Management
New York
$1.83M -$84.1K 1 1.69% Reduced
716
CC
Cypress Capital
Tennessee
$1.82M +$1.13M 1 0.84% Increased
717
EMG
ETF Managers Group
New Jersey
$1.82M -$489K 2 0.07% Reduced
718
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.82M +$1.13K 1 0.03% Increased
719
PAM
Premier Asset Management
Illinois
$1.81M +$20.3K 1 0.43% Increased
720
Cetera Advisors
Cetera Advisors
Colorado
$1.81M -$157K 1 0.08% Reduced
721
FIM
Freedom Investment Management
Connecticut
$1.81M -$24K 1 0.16% Reduced
722
LCM
Leisure Capital Management
California
$1.8M -$86K 1 1.51% Reduced
723
CHAM
Clear Harbor Asset Management
Connecticut
$1.79M -$345K 1 0.35% Reduced
724
Verition Fund Management
Verition Fund Management
Connecticut
$1.78M +$895K 1 0.05% Increased
725
SNBOSD
Security National Bank of So Dak
Iowa
$1.77M $0 1 2.06% Maintained