← All themes Artificial Intelligence

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
SteelPeak Wealth
SteelPeak Wealth
California
$16M +$5.75M 1 1.19% Increased
377
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$15.9M -$96.4K 1 0.37% Reduced
378
Kestra Advisory Services
Kestra Advisory Services
Texas
$15.9M +$3.9M 1 0.17% Increased
379
Cartenna Capital
Cartenna Capital
Connecticut
$15.8M +$3.43M 1 3.79% Increased
380
SI
Sora Investors
Pennsylvania
$15.8M +$19.2M 1 6.06% New
381
SAM
SP Asset Management
California
$15.8M +$1.21M 1 2.16% Increased
382
Nomura Holdings
Nomura Holdings
Japan
$15.6M +$15.1M 2 0.06% Increased
383
NPA
Nichols & Pratt Advisers
Massachusetts
$15.6M +$3.65M 1 1.38% Increased
384
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$15.6M -$53M 1 0.06% Reduced
385
Erste Asset Management
Erste Asset Management
Austria
$15.5M +$397K 1 0.35% Increased
386
H
HoyleCohen
California
$15.4M -$145K 1 1.69% Reduced
387
Capital Investment Advisors
Capital Investment Advisors
Georgia
$15.3M +$628K 1 0.52% Increased
388
Colony Group
Colony Group
Massachusetts
$15.3M +$756K 1 0.27% Increased
389
VW
Vantage Wealth
California
$15.2M -$208K 1 4.2% Reduced
390
EULAV Asset Management
EULAV Asset Management
Florida
$15M -$3.43M 1 0.67% Reduced
391
M2MC
Matthew 25 Management Corp
Pennsylvania
$15M +$687K 1 6.17% Increased
392
DJSG
D.J. St. Germain
Massachusetts
$15M $0 1 0.99% Maintained
393
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$14.9M +$192K 1 0.44% Increased
394
Artisan Partners
Artisan Partners
Wisconsin
$14.9M -$208K 1 0.03% Reduced
395
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$14.8M +$824K 1 0.9% Increased
396
NRS
Neville Rodie & Shaw
New York
$14.8M +$454K 1 1.46% Increased
397
Oppenheimer & Co
Oppenheimer & Co
New York
$14.8M -$123K 1 0.35% Reduced
398
Czech National Bank
Czech National Bank
Czech Republic
$14.7M +$17.9M 1 0.42% New
399
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$14.7M -$4.83M 2 0.28% Reduced
400
AE Wealth Management
AE Wealth Management
Kansas
$14.7M -$12.8M 1 0.12% Reduced