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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
IHL
Investment House LLC
California
$16.9M -$23.8K 1 1.31% Reduced
377
MML Investors Services
MML Investors Services
Massachusetts
$16.9M +$1.5M 1 0.16% Increased
378
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$16.5M -$14.8M 1 0.57% Reduced
379
Artemis Investment Management
Artemis Investment Management
United Kingdom
$16.5M -$85.8M 1 0.16% Reduced
380
TIAA FSB
TIAA FSB
Florida
$16.4M -$6.61M 1 0.06% Reduced
381
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$16.4M +$1.39M 1 0.69% Increased
382
SteelPeak Wealth
SteelPeak Wealth
California
$16.3M +$4.58M 1 1.28% Increased
383
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$16.3M -$1.19M 1 0.45% Reduced
384
JCM
Jag Capital Management
Missouri
$16.1M +$235K 1 1.43% Increased
385
IFM Investors
IFM Investors
Australia
$16.1M +$1.83M 1 0.43% Increased
386
Oppenheimer & Co
Oppenheimer & Co
New York
$16M +$562K 1 0.32% Increased
387
NCM
Noesis Capital Mangement
Florida
$15.9M +$859K 1 3.57% Increased
388
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$15.8M +$17.2M 1 0.17% New
389
NSLI
Nan Shan Life Insurance
Taiwan
$15.8M -$32.7M 1 0.31% Reduced
390
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$15.7M -$1.72M 1 0.24% Reduced
391
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$15.5M -$5.4M 2 0.15% Reduced
392
VW
Vantage Wealth
California
$15.3M -$10.1K 1 3.9% Reduced
393
M2MC
Matthew 25 Management Corp
Pennsylvania
$15.2M +$15.1M 1 4.56% Increased
394
FNT
First Nebraska Trust
Nebraska
$15.2M +$591K 1 2.05% Increased
395
PTC
Philadelphia Trust Company
Pennsylvania
$15.1M -$28.7K 1 1.16% Reduced
396
AHB
Abner Herrman & Brock
New Jersey
$15.1M -$1.34M 1 2.28% Reduced
397
Soros Fund Management
Soros Fund Management
New York
$15M +$3.19M 1 0.28% Increased
398
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$15M +$807K 2 0.03% Increased
399
Nissay Asset Management
Nissay Asset Management
Japan
$15M -$365K 1 0.15% Reduced
400
OC
Oakworth Capital
Alabama
$15M +$15.1M 1 1.7% Increased