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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
Woodline Partners
Woodline Partners
California
$18.4M -$19.9M 1 0.2% Reduced
377
FNT
First Nebraska Trust
Nebraska
$18.3M -$54.7K 1 2.12% Reduced
378
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$18.3M -$1.08M 1 0.22% Reduced
379
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$18.1M +$339K 1 0.74% Increased
380
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$18.1M +$992K 2 0.02% Increased
381
AIM
Alpine Investment Management
Hong Kong
$18.1M +$15.5M 1 3.68% New
382
SCA
Stonebridge Capital Advisors
Minnesota
$18.1M +$180K 1 1.81% Increased
383
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$18M -$280K 1 1.1% Reduced
384
CF
Cypress Funds
California
$17.9M -$13M 1 2.08% Reduced
385
Advisors Asset Management
Advisors Asset Management
Colorado
$17.8M -$3.6M 2 0.36% Reduced
386
KAS
Kemnay Advisory Services
New York
$17.7M -$657K 1 4.31% Reduced
387
Wolverine Trading
Wolverine Trading
Illinois
$17.7M -$16.1M 1 0.02% Reduced
388
Pathstone Holdings
Pathstone Holdings
New Jersey
$17.6M +$14.9M 2 0.09% New
389
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$17.5M -$884K 1 0.49% Reduced
390
RGC
Redwood Grove Capital
California
$17.4M $0 1 6.44% Maintained
391
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$17.4M +$14.9M 1 0.23% New
392
NI
Nepsis Inc
Minnesota
$17.4M -$1.71M 1 4.96% Reduced
393
Tredje AP-fonden
Tredje AP-fonden
Sweden
$17.3M +$2.07M 1 0.22% Increased
394
Rathbones Group
Rathbones Group
United Kingdom
$17.3M -$716K 1 0.11% Reduced
395
GC
Globeflex Capital
California
$17.2M +$10.4M 1 1.76% Increased
396
NGM
North Growth Management
British Columbia, Canada
$17.2M $0 1 3.67% Maintained
397
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$17.2M +$315K 1 0.23% Increased
398
ECG
Edge Capital Group
Georgia
$17.1M +$174K 1 0.96% Increased
399
SRC
Shufro Rose & Co
New York
$16.7M -$120K 1 1.59% Reduced
400
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$16.6M +$14.2M 1 0.23% New