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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
OC
Oakworth Capital
Alabama
$15.5M -$654K 1 1.49% Reduced
377
NPA
Nichols & Pratt Advisers
Massachusetts
$15.3M +$174K 1 1.23% Increased
378
Colony Group
Colony Group
Massachusetts
$15.1M +$286K 1 0.21% Increased
379
Capital Investment Advisors
Capital Investment Advisors
Georgia
$15.1M +$197K 1 0.46% Increased
380
AE Wealth Management
AE Wealth Management
Kansas
$15M +$734K 1 0.11% Increased
381
Gotham Asset Management
Gotham Asset Management
New York
$14.8M +$3.36M 1 0.42% Increased
382
Swiss Life Asset Management
Swiss Life Asset Management
$14.7M +$1.64M 1 0.25% Increased
383
VW
Vantage Wealth
California
$14.7M -$89.5K 1 3.79% Reduced
384
Alpha Cubed Investments
Alpha Cubed Investments
California
$14.6M +$12.2M 1 1.1% Increased
385
H
HoyleCohen
California
$14.5M -$592K 1 1.44% Reduced
386
Czech National Bank
Czech National Bank
Czech Republic
$14.4M +$89.3K 1 0.38% Increased
387
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$14.4M +$33.3K 2 0.25% Increased
388
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$14.4M -$55.1K 1 0.77% Reduced
389
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$14.3M +$1.14M 1 0.18% Increased
390
Erste Asset Management
Erste Asset Management
Austria
$14.3M -$622K 1 0.3% Reduced
391
CIM
Chiron Investment Management
New York
$14.2M +$2.26M 1 3.32% Increased
392
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14.1M +$501K 2 0.02% Increased
393
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$14.1M -$491K 1 0.39% Reduced
394
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$14.1M -$2.51M 1 0.47% Reduced
395
HCM
Howland Capital Management
Massachusetts
$14M +$928K 1 0.86% Increased
396
GIM
Goelzer Investment Management
Indiana
$14M +$55.1K 1 1.2% Increased
397
TCM
Tributary Capital Management
Nebraska
$14M -$352K 2 1.39% Reduced
398
Rathbones Group
Rathbones Group
United Kingdom
$13.9M -$2.54M 1 0.16% Reduced
399
Zacks Investment Management
Zacks Investment Management
Illinois
$13.9M -$367K 1 0.19% Reduced
400
FNT
First Nebraska Trust
Nebraska
$13.8M +$235K 1 1.8% Increased