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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
Verition Fund Management
Verition Fund Management
Connecticut
$22.4M +$13.4M 2 0.09% Increased
377
Welch & Forbes
Welch & Forbes
Massachusetts
$22.3M -$25.2K 1 0.29% Reduced
378
Martingale Asset Management
Martingale Asset Management
Massachusetts
$22.3M -$233K 1 0.54% Reduced
379
SIM
Sprucegrove Investment Management
Ontario, Canada
$22.3M -$1.87M 1 1.6% Reduced
380
Alpha Cubed Investments
Alpha Cubed Investments
California
$22.2M -$1.06M 1 1.01% Reduced
381
Shelton Capital Management
Shelton Capital Management
Colorado
$22.1M -$264K 1 0.55% Reduced
382
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$21.8M -$918K 1 0.37% Reduced
383
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$21.6M -$1.11M 1 0.41% Reduced
384
NEOS Investment Management
NEOS Investment Management
Connecticut
$21.6M +$4.62M 1 0.51% Increased
385
TCM
Tributary Capital Management
Nebraska
$21.6M +$2.41M 2 1.67% Increased
386
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$21.4M +$2.77M 1 0.37% Increased
387
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$21.3M +$2.18M 2 0.09% Increased
388
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$21.2M +$3.5M 2 0.02% Increased
389
HCPC
Hamilton Capital Partners (Canada)
$21.1M +$4.33M 1 1.58% Increased
390
IHL
Investment House LLC
California
$21.1M +$1.39M 1 1.15% Increased
391
PGGM Investments
PGGM Investments
Netherlands
$21.1M +$1M 1 0.28% Increased
392
FNT
First Nebraska Trust
Nebraska
$21M +$1.06M 1 2.03% Increased
393
OKSA
O'Keefe Stevens Advisory
New York
$21M +$507K 1 6.49% Increased
394
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$20.9M +$12.8M 3 0.41% Increased
395
Algert Global
Algert Global
California
$20.8M +$7.72M 2 0.49% Increased
396
F
FIFTHDELTA
United Kingdom
$20.6M +$3.42M 1 7.31% Increased
397
Mutual of America Capital Management
Mutual of America Capital Management
New York
$20.4M -$1.42M 1 0.22% Reduced
398
Cresset Asset Management
Cresset Asset Management
Illinois
$20.4M -$17.3M 2 0.1% Reduced
399
FVWA
Foster Victor Wealth Advisors
South Carolina
$20.3M +$3.21M 1 1.56% Increased
400
SCA
Stonebridge Capital Advisors
Minnesota
$19.9M +$453K 1 1.6% Increased