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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
Martingale Asset Management
Martingale Asset Management
Massachusetts
$21.8M +$4.76M 1 0.43% Increased
377
Tidal Investments
Tidal Investments
Wisconsin
$21.8M -$424K 2 0.36% Reduced
378
Pathstone Holdings
Pathstone Holdings
New Jersey
$21.7M +$1.36M 2 0.1% Increased
379
Walleye Trading
Walleye Trading
New York
$21.3M +$17.9M 3 0.05% Increased
380
GC
Globeflex Capital
California
$21.1M +$860K 1 2.06% Increased
381
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$21.1M +$5.87K 1 1.13% Increased
382
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$21M +$857K 2 0.26% Increased
383
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$21M -$20.7M 2 0.14% Reduced
384
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$20.8M -$359K 1 0.78% Reduced
385
NI
Nepsis Inc
Minnesota
$20.6M +$246K 1 5.59% Increased
386
Empowered Funds
Empowered Funds
Pennsylvania
$20.4M +$9.31M 1 0.37% Increased
387
FFA
First Foundation Advisors
California
$20.3M -$1.62M 1 0.81% Reduced
388
Tredje AP-fonden
Tredje AP-fonden
Sweden
$20.3M $0 1 0.21% Maintained
389
Oppenheimer & Co
Oppenheimer & Co
New York
$20.2M -$2.9M 1 0.33% Reduced
390
IHL
Investment House LLC
California
$20.1M +$1.37M 1 1.18% Increased
391
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$20M -$20.8M 1 1.95% Reduced
392
NGM
North Growth Management
British Columbia, Canada
$20M -$155K 1 3.82% Reduced
393
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$19.9M -$466K 1 0.5% Reduced
394
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$19.9M +$7.97M 1 0.38% Increased
395
ELC
Edgar Lomax Company
Virginia
$19.7M -$6.83M 1 1.22% Reduced
396
BBA
Baader Bank Aktiengesellschaft
Germany
$19.6M -$3.56M 1 1.4% Reduced
397
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$19.5M $0 1 0.24% Maintained
398
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$19.4M -$1.62M 2 0.02% Reduced
399
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$19.4M +$49.9K 1 0.64% Increased
400
PWP
Private Wealth Partners
California
$19.4M +$55.3K 1 1.55% Increased