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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
SteelPeak Wealth
SteelPeak Wealth
California
$16.3M +$5.44M 2 0.97% Increased
377
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16.3M -$469K 2 0.02% Reduced
378
Moran Wealth Management
Moran Wealth Management
Florida
$16.3M +$225K 1 0.61% Increased
379
Oppenheimer & Co
Oppenheimer & Co
New York
$16.1M +$842K 1 0.32% Increased
380
OKSA
O'Keefe Stevens Advisory
New York
$15.8M +$918K 1 6.77% Increased
381
Czech National Bank
Czech National Bank
Czech Republic
$15.7M +$57.6K 1 0.36% Increased
382
INTECH Investment Management
INTECH Investment Management
Florida
$15.6M -$21.6M 1 0.16% Reduced
383
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$15.5M -$379K 1 0.23% Reduced
384
NI
Nepsis Inc
Minnesota
$15.5M +$292K 1 4.78% Increased
385
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$15.5M +$12.7M 2 0.03% Increased
386
Alpha Cubed Investments
Alpha Cubed Investments
California
$15.4M +$169K 1 1.04% Increased
387
Achmea Investment Management
Achmea Investment Management
Netherlands
$15.4M +$3.4M 1 0.32% Increased
388
KAS
Kemnay Advisory Services
New York
$15.2M +$11.5K 1 6.69% Increased
389
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$15.2M +$165K 1 0.34% Increased
390
Rathbones Group
Rathbones Group
United Kingdom
$15.2M -$44.1K 1 0.14% Reduced
391
FNT
First Nebraska Trust
Nebraska
$15.1M +$101K 1 1.8% Increased
392
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$15.1M -$466K 1 0.69% Reduced
393
Seizert Capital Partners
Seizert Capital Partners
Michigan
$15.1M -$749K 1 0.81% Reduced
394
ECG
Edge Capital Group
Georgia
$14.9M +$863K 1 0.86% Increased
395
AIM
Alpine Investment Management
Hong Kong
$14.9M +$14.4M 1 3.49% New
396
Twin Tree Management
Twin Tree Management
Texas
$14.7M +$12.6M 1 0.02% Increased
397
GIM
Goelzer Investment Management
Indiana
$14.6M -$297K 1 1.24% Reduced
398
TS
Tamar Securities
California
$14.6M +$2.11M 1 3.59% Increased
399
NGM
North Growth Management
British Columbia, Canada
$14.5M $0 1 2.97% Maintained
400
Swiss Life Asset Management
Swiss Life Asset Management
$14.5M -$3.35M 1 0.21% Reduced