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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
Two Sigma Investments
Two Sigma Investments
New York
$8.47M +$8.39M 1 0.03% Increased
377
DY
Dowling & Yahnke
California
$8.42M -$101K 1 0.85% Reduced
378
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$8.22M +$803K 1 0.15% Increased
379
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$8.22M +$401K 2 0.03% Increased
380
VW
Vantage Wealth
California
$8.12M $0 1 4.3% Maintained
381
CC
Colrain Capital
Massachusetts
$8.12M -$1,000K 1 3.73% Reduced
382
SIM
Sonora Investment Management
Arizona
$8.08M -$78.8K 2 1.4% Reduced
383
CISOA
Capital Investment Services of America
Wisconsin
$8.07M +$119K 1 1.36% Increased
384
QF
QVT Financial
New York
$7.97M -$4.25M 1 0.3% Reduced
385
Huntington National Bank
Huntington National Bank
Ohio
$7.94M -$2.61M 2 0.13% Reduced
386
SAM
Securian Asset Management
Minnesota
$7.78M +$51.5K 1 0.2% Increased
387
TIM
Thompson Investment Management
Wisconsin
$7.75M +$355K 1 1.45% Increased
388
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$7.74M +$133K 1 0.9% Increased
389
HCM
Horan Capital Management
Maryland
$7.7M -$99.4K 1 1.6% Reduced
390
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$7.67M -$88.1K 2 0.08% Reduced
391
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$7.63M -$170K 1 0.12% Reduced
392
Intact Investment Management
Intact Investment Management
Quebec, Canada
$7.62M +$122K 1 0.33% Increased
393
PCM
Portolan Capital Management
Massachusetts
$7.53M +$7.58M 1 0.9% New
394
DZ Bank
DZ Bank
Germany
$7.51M +$150K 1 0.03% Increased
395
Victory Capital Management
Victory Capital Management
Texas
$7.51M +$1.45M 2 0.02% Increased
396
IIA
IPG Investment Advisors
California
$7.49M +$2.3M 1 2.58% Increased
397
Raymond James Trust
Raymond James Trust
Florida
$7.42M +$102K 1 0.53% Increased
398
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.41M -$61.9K 1 0.36% Reduced
399
V
ValueWorks
New York
$7.38M +$6.73M 1 5.24% Increased
400
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$7.34M +$32.7K 1 0.58% Increased