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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
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$21.4M +$3.78M 1 0.3% Increased
377
CI Investments Inc
CI Investments Inc
Ontario, Canada
$21.3M +$2.49M 2 0.08% Increased
378
IHL
Investment House LLC
California
$21.3M -$18.4K 1 1.55% Reduced
379
Wolverine Trading
Wolverine Trading
Illinois
$21.2M -$28.4M 2 0.03% Reduced
380
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$21.2M -$87.1K 1 0.4% Reduced
381
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$21.2M -$1.9M 1 0.34% Reduced
382
YC
Yarbrough Capital
Tennessee
$21.1M $0 1 1.2% Maintained
383
NGM
North Growth Management
British Columbia, Canada
$21.1M +$2.52M 1 3.89% Increased
384
H
HoyleCohen
California
$21M -$815K 1 1.8% Reduced
385
VW
Vantage Wealth
California
$20.9M +$485K 1 4.66% Increased
386
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$20.9M +$652K 1 0.47% Increased
387
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$20.7M -$1.46M 2 0.4% Reduced
388
IG
Ithaka Group
Virginia
$20.7M +$11.5M 1 2.86% Increased
389
TCW Group
TCW Group
California
$20.5M -$29.4K 1 0.2% Reduced
390
FNT
First Nebraska Trust
Nebraska
$20.2M +$2.12M 1 2.39% Increased
391
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$20M +$6.44M 1 0.27% Increased
392
Nissay Asset Management
Nissay Asset Management
Japan
$19.9M +$328K 1 0.17% Increased
393
Cetera Advisor Networks
Cetera Advisor Networks
California
$19.9M +$139K 1 0.24% Increased
394
Swiss Life Asset Management
Swiss Life Asset Management
$19.8M -$4.39M 1 0.28% Reduced
395
Oppenheimer & Co
Oppenheimer & Co
New York
$19.7M +$86.8K 2 0.36% Increased
396
Erste Asset Management
Erste Asset Management
Austria
$19.6M +$4.67M 1 0.37% Increased
397
GIM
Goelzer Investment Management
Indiana
$19.4M -$2.58M 1 1.68% Reduced
398
Lido Advisors
Lido Advisors
California
$19.3M +$4.4M 1 0.22% Increased
399
Grimes & Company
Grimes & Company
Massachusetts
$19.3M +$260K 1 1.01% Increased
400
Profund Advisors
Profund Advisors
Maryland
$19.2M -$7.02M 1 0.81% Reduced