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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
726
Independent Financial Group
Independent Financial Group
California
$6.84M -$169K 1 0.13% Reduced
727
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$6.84M +$131K 1 0.49% Increased
728
HCM
Hudson Capital Management
New Jersey
$6.84M -$75.5K 1 1.65% Reduced
729
Resources Management Corp
Resources Management Corp
Connecticut
$6.79M +$63.8K 1 0.86% Increased
730
BA
Baugh & Associates
Georgia
$6.78M -$848K 1 3% Reduced
731
North Dakota State Investment Board
North Dakota State Investment Board
North Dakota
$6.76M +$27.5K 1 0.27% Increased
732
IPW
Inlet Private Wealth
Florida
$6.75M -$1.06M 1 1.64% Reduced
733
Empirical Wealth Management
Empirical Wealth Management
Washington
$6.74M +$477K 1 0.1% Increased
734
River Road Asset Management
River Road Asset Management
Kentucky
$6.74M +$2.95M 1 0.07% Increased
735
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$6.71M -$921K 1 0.23% Reduced
736
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$6.67M -$209K 1 0.19% Reduced
737
PP
Postrock Partners
Oregon
$6.66M $0 1 2.71% Maintained
738
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock
Poland
$6.65M -$374K 1 0.48% Reduced
739
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$6.64M -$3.31M 1 0.12% Reduced
740
SMI
Shelter Mutual Insurance
Missouri
$6.61M -$2.86M 1 1.4% Reduced
741
Naples Global Advisors
Naples Global Advisors
Florida
$6.6M +$71.1K 1 0.41% Increased
742
BCM
Brooktree Capital Management
Michigan
$6.59M -$3.15M 1 4.3% Reduced
743
Burney Company
Burney Company
Virginia
$6.57M -$2.46M 1 0.18% Reduced
744
Van Hulzen Asset Management
Van Hulzen Asset Management
California
$6.57M -$243K 1 0.47% Reduced
745
Glenview Trust
Glenview Trust
Kentucky
$6.54M +$124K 1 0.09% Increased
746
Resonant Capital Advisors
Resonant Capital Advisors
Wisconsin
$6.53M +$397K 1 0.31% Increased
747
ECM
EagleClaw Capital Management
Massachusetts
$6.5M -$507K 1 0.87% Reduced
748
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$6.49M +$715K 1 0.16% Increased
749
Senvest Management
Senvest Management
New York
$6.47M +$6.54M 1 0.19% New
750
SC
Summa Corp
Texas
$6.47M +$187K 1 2.03% Increased