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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
301
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$13.2M -$224K 2 0.09% Reduced
302
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$13.1M +$4.54M 1 0.31% Increased
303
Franklin Resources
Franklin Resources
California
$13M -$38.3M 1 0.01% Reduced
304
MIG
McGuire Investment Group
Rhode Island
$12.8M -$54.9K 1 4.19% Reduced
305
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$12.8M +$144K 1 0.02% Increased
306
WBC
Westpac Banking Corp
Australia
$12.8M +$1.73M 1 0.18% Increased
307
Welch & Forbes
Welch & Forbes
Massachusetts
$12.6M -$176K 1 0.3% Reduced
308
Wasatch Advisors
Wasatch Advisors
Utah
$12.5M -$6.38M 1 0.12% Reduced
309
Mutual of America Capital Management
Mutual of America Capital Management
New York
$12.4M +$52.7K 1 0.17% Increased
310
Gofen & Glossberg
Gofen & Glossberg
Illinois
$12.4M -$191K 1 0.42% Reduced
311
RCM
Raging Capital Management
New Jersey
$12.4M -$3.91M 1 2% Reduced
312
H
HoyleCohen
California
$12.4M -$680K 1 2.11% Reduced
313
LIA
LS Investment Advisors
Michigan
$12.4M -$18.2K 1 0.72% Reduced
314
ELC
Edgar Lomax Company
Virginia
$12.4M -$135K 1 0.83% Reduced
315
MIS
Morningstar Investment Services
Illinois
$12.2M -$584K 1 0.21% Reduced
316
GIP
Greatmark Investment Partners
Georgia
$12.1M +$39.9K 1 3.31% Increased
317
Profund Advisors
Profund Advisors
Maryland
$12M +$1.1M 1 0.61% Increased
318
FCI
Financial Counselors Inc
Kansas
$12M +$71.9K 1 0.47% Increased
319
BCM
BTR Capital Management
California
$12M -$108K 1 2.25% Reduced
320
Intact Investment Management
Intact Investment Management
Quebec, Canada
$12M $0 1 0.42% Maintained
321
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$11.9M +$2.98M 2 0.41% Increased
322
BOK Financial
BOK Financial
Oklahoma
$11.7M -$89.3K 1 0.28% Reduced
323
Swedbank
Swedbank
Sweden
$11.7M -$19.8K 1 0.05% Reduced
324
Railway Pension Investments
Railway Pension Investments
United Kingdom
$11.6M +$11.5M 1 0.14% New
325
Pendal Group
Pendal Group
Australia
$11.5M +$6.54M 1 0.15% Increased