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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
376
PJWM
Philip James Wealth Mangement
Georgia
$27M -$9.28M 1 3.04% Reduced
377
Profund Advisors
Profund Advisors
Maryland
$26.9M +$3.3M 1 0.74% Increased
378
Stephens Inc
Stephens Inc
Arkansas
$26.7M -$1.78M 2 0.3% Reduced
379
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$26.7M +$2.46M 1 0.18% Increased
380
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$26.5M +$2.9M 3 0.22% Increased
381
Regions Financial Corp
Regions Financial Corp
Alabama
$26.4M -$1.9M 1 0.16% Reduced
382
Vident Advisory
Vident Advisory
Georgia
$26.4M -$2.26M 2 0.19% Reduced
383
KC
Kepler Cheuvreux
$26.2M +$15.8M 1 1.5% Increased
384
Jain Global
Jain Global
New York
$26.2M +$26.5M 1 0.1% New
385
Erste Asset Management
Erste Asset Management
Austria
$26M +$3.69M 1 0.2% Increased
386
Pathstone Holdings
Pathstone Holdings
New Jersey
$25.7M +$2.81M 2 0.07% Increased
387
Algert Global
Algert Global
California
$25.7M -$7.52M 2 0.3% Reduced
388
Welch & Forbes
Welch & Forbes
Massachusetts
$25.6M +$50.1K 1 0.31% Increased
389
FNT
First Nebraska Trust
Nebraska
$25.6M +$64K 1 2.07% Increased
390
Arax Advisory Partners
Arax Advisory Partners
Colorado
$25.4M +$24M 3 0.17% Increased
391
NRG
Nemes Rush Group
Michigan
$25.3M +$691K 1 2.09% Increased
392
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$25.2M -$508K 2 0.09% Reduced
393
Avanza Fonder
Avanza Fonder
Sweden
$24.9M +$5.37M 1 0.54% Increased
394
NCM
Noesis Capital Mangement
Florida
$24.8M +$717K 1 2.98% Increased
395
FLII
First Long Island Investors
New York
$24.5M -$44.7K 1 1.74% Reduced
396
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$24.4M +$24.3M 1 0.16% Increased
397
MIG
McGuire Investment Group
Rhode Island
$24.3M -$44.1K 1 2.13% Reduced
398
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$24.3M -$68.6M 1 0.49% Reduced
399
Shelton Capital Management
Shelton Capital Management
Colorado
$24.2M -$427K 1 0.45% Reduced
400
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$24M -$52.9M 2 0.14% Reduced