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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
Marex Group
Marex Group
$26.2M +$26.9M 1 0.6% Increased
352
Yousif Capital Management
Yousif Capital Management
Michigan
$26.2M -$227K 1 0.28% Reduced
353
NPA
Nichols & Pratt Advisers
Massachusetts
$26.2M +$1.01M 1 1.69% Increased
354
GHA
GW Henssler & Associates
Georgia
$26.1M -$512K 1 1.48% Reduced
355
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$26.1M +$1.03M 1 0.37% Increased
356
SIMG
Sonora Investment Management Group
Arizona
$25.9M -$313K 1 1.92% Reduced
357
SteelPeak Wealth
SteelPeak Wealth
California
$25.8M +$2.4M 2 1.12% Increased
358
TC
TownSquare Capital
Utah
$25.8M +$2.83M 1 0.31% Increased
359
MIG
McGuire Investment Group
Rhode Island
$25.7M +$59.9K 1 3.62% Increased
360
Alpha Cubed Investments
Alpha Cubed Investments
California
$25.7M +$2.78M 1 1.14% Increased
361
Stephens Inc
Stephens Inc
Arkansas
$25.5M -$1.13M 1 0.36% Reduced
362
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$25.1M -$759K 1 0.46% Reduced
363
Tredje AP-fonden
Tredje AP-fonden
Sweden
$25.1M +$2.51M 1 0.23% Increased
364
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$25.1M -$1.72M 1 0.46% Reduced
365
Martingale Asset Management
Martingale Asset Management
Massachusetts
$24.9M -$3.05M 1 0.57% Reduced
366
DP
DDD Partners
Washington
$24.9M -$2.42M 1 2.7% Reduced
367
Welch & Forbes
Welch & Forbes
Massachusetts
$24.8M -$1.14M 1 0.32% Reduced
368
Shelton Capital Management
Shelton Capital Management
Colorado
$24.7M +$216K 1 0.64% Increased
369
Quantinno Capital Management
Quantinno Capital Management
New York
$24.5M +$7.38M 1 0.32% Increased
370
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$24.2M +$159K 1 0.3% Increased
371
Mutual of America Capital Management
Mutual of America Capital Management
New York
$24.1M -$676K 1 0.25% Reduced
372
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$23.4M +$660K 1 0.21% Increased
373
Kestra Advisory Services
Kestra Advisory Services
Texas
$23.1M -$813K 1 0.13% Reduced
374
Nomura Holdings
Nomura Holdings
Japan
$23M +$15.4M 1 0.05% Increased
375
OKSA
O'Keefe Stevens Advisory
New York
$22.7M +$285K 1 6.87% Increased