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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
Marshall Wace
Marshall Wace
United Kingdom
$27.4M +$13.6M 4 0.03% Increased
352
GHA
GW Henssler & Associates
Georgia
$27.1M +$443K 1 1.35% Increased
353
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$27M +$15.1M 2 0.02% Increased
354
FVWA
Foster Victor Wealth Advisors
South Carolina
$26.9M +$1.15M 1 1.68% Increased
355
MPMG
Minneapolis Portfolio Management Group
Minnesota
$26.8M +$316K 1 3.08% Increased
356
KeyBank National Association
KeyBank National Association
Ohio
$26.7M +$1.89M 1 0.09% Increased
357
SteelPeak Wealth
SteelPeak Wealth
California
$26.6M -$3.18M 2 0.89% Reduced
358
Busey Bank
Busey Bank
Illinois
$26.6M -$53.8K 1 0.74% Reduced
359
PJWM
Philip James Wealth Mangement
Georgia
$26.6M +$64.6K 1 3.1% Increased
360
LBP AM
LBP AM
France
$26.5M +$4.21M 1 0.33% Increased
361
New York Life Investment Management
New York Life Investment Management
New York
$26.3M -$1.18M 1 0.23% Reduced
362
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$25.9M -$2.95M 1 0.15% Reduced
363
Stephens Inc
Stephens Inc
Arkansas
$25.7M +$61.3K 2 0.33% Increased
364
HP
Holowesko Partners
Bahamas
$25.4M +$666K 1 9.39% Increased
365
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$25.3M +$105K 1 0.48% Increased
366
SIMG
Sonora Investment Management Group
Arizona
$25.2M -$68.4K 1 1.78% Reduced
367
MIG
McGuire Investment Group
Rhode Island
$25.1M -$262K 1 2.85% Reduced
368
Profund Advisors
Profund Advisors
Maryland
$24.9M -$44.7K 1 0.81% Reduced
369
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$24.8M -$483K 1 0.5% Reduced
370
SAM
SP Asset Management
California
$24.6M -$302K 1 1.95% Reduced
371
YC
Yarbrough Capital
Tennessee
$24.5M -$2.78M 1 0.76% Reduced
372
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$24.2M +$241K 3 0.25% Increased
373
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$24.1M -$5.86M 1 0.27% Reduced
374
OKSA
O'Keefe Stevens Advisory
New York
$23.9M +$185K 1 6.46% Increased
375
TS
Tamar Securities
California
$23.9M +$659K 1 2.71% Increased