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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
351
TSAM
Trinity Street Asset Management
United Kingdom
$21.3M -$3.08M 1 2.94% Reduced
352
SRC
Shufro Rose & Co
New York
$21.3M +$196K 1 1.6% Increased
353
Mercer Global Advisors
Mercer Global Advisors
Colorado
$21.3M +$2.72M 1 0.16% Increased
354
GW & Wade
GW & Wade
Massachusetts
$21.2M -$12.6K 1 1.02% Reduced
355
Profund Advisors
Profund Advisors
Maryland
$21.2M -$513K 1 0.71% Reduced
356
DWM
Doyle Wealth Management
Florida
$21M +$449K 1 1.74% Increased
357
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$20.6M +$2.78M 1 0.78% Increased
358
Kestra Advisory Services
Kestra Advisory Services
Texas
$20.6M -$103K 1 0.23% Reduced
359
Marshall Wace
Marshall Wace
United Kingdom
$20.5M +$15M 3 0.09% Increased
360
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$20.5M -$5.03M 1 0.13% Reduced
361
DY
Dowling & Yahnke
California
$20.4M +$570K 1 1.17% Increased
362
TB
Terril Brothers
Missouri
$20.3M -$1.19M 1 4.76% Reduced
363
MAM
Mark Asset Management
New York
$20.3M -$672K 1 2.5% Reduced
364
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.2M -$102K 1 0.23% Reduced
365
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$20.1M +$657K 1 0.4% Increased
366
PEAK6 Investments
PEAK6 Investments
Illinois
$19.8M +$16.8M 2 0.05% Increased
367
WBC
Westpac Banking Corp
Australia
$19.6M +$119K 1 0.2% Increased
368
EULAV Asset Management
EULAV Asset Management
Florida
$19.6M -$135 1 0.52% Reduced
369
DJSG
D.J. St. Germain
Massachusetts
$19.3M -$384K 1 1.21% Reduced
370
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$19.2M +$2.11M 1 0.27% Increased
371
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$19M -$8.27M 2 0.2% Reduced
372
NRS
Neville Rodie & Shaw
New York
$18.9M -$1.55M 1 1.45% Reduced
373
GIP
Granite Investment Partners
California
$18.8M -$653K 2 0.58% Reduced
374
OC
Oakworth Capital
Alabama
$18.7M +$2.46M 1 1.87% Increased
375
Voloridge Investment Management
Voloridge Investment Management
Florida
$18.5M -$165M 2 0.13% Reduced