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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
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$36.2M -$8.09M 3 0.56% Reduced
302
Jones Financial Companies
Jones Financial Companies
Missouri
$36M +$2.9M 3 0.02% Increased
303
JLBC
J.L. Bainbridge & Co
Florida
$35.9M -$84.8K 1 2.9% Reduced
304
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$35.7M +$1.66M 3 0.1% Increased
305
Xponance
Xponance
Pennsylvania
$35.7M +$1.67M 2 0.27% Increased
306
Nomura Holdings
Nomura Holdings
Japan
$35.5M +$3.28M 1 0.05% Increased
307
Boston Trust Walden
Boston Trust Walden
Massachusetts
$35.5M -$835K 1 0.27% Reduced
308
Calamos Advisors
Calamos Advisors
Illinois
$35.5M -$1.44M 1 0.13% Reduced
309
PensionDanmark
PensionDanmark
Denmark
$35.3M +$35.4M 1 0.32% New
310
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$35.3M +$310K 2 0.28% Increased
311
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$34.8M +$34.8M 1 0.52% New
312
Madison Asset Management
Madison Asset Management
Wisconsin
$34.7M +$16.1M 1 0.4% Increased
313
Bahl & Gaynor
Bahl & Gaynor
Ohio
$34.7M -$1.76M 1 0.18% Reduced
314
MIM
Marco Investment Management
Georgia
$34.5M -$283K 1 2.59% Reduced
315
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$34.4M +$1.55M 1 0.09% Increased
316
FMLI
Fukoku Mutual Life Insurance
Japan
$33.9M -$21.8K 1 2.22% Reduced
317
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$33.8M -$44.4K 1 0.44% Reduced
318
Regions Financial Corp
Regions Financial Corp
Alabama
$33.5M -$2.58M 1 0.21% Reduced
319
Cresset Asset Management
Cresset Asset Management
Illinois
$33.3M +$841K 2 0.14% Increased
320
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$33.2M -$1.63M 2 0.35% Reduced
321
Conning Inc
Conning Inc
Connecticut
$32.8M -$3.61M 1 1.1% Reduced
322
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$32.6M +$5.97M 1 0.17% Increased
323
PDM
Penn Davis McFarland
Texas
$32.5M -$51.8K 1 3.12% Reduced
324
TCM
Telos Capital Management
California
$32.3M -$15.3K 1 3.02% Reduced
325
Lido Advisors
Lido Advisors
California
$32.3M +$457K 1 0.1% Increased