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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
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$25.1M +$181K 3 0.24% Increased
377
MIG
McGuire Investment Group
Rhode Island
$24.9M -$931K 1 2.66% Reduced
378
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$24.6M +$1.34M 1 0.14% Increased
379
TS
Tamar Securities
California
$24.5M -$7.71K 1 2.59% Reduced
380
SAM
SP Asset Management
California
$24.4M -$845K 1 1.93% Reduced
381
CI Investments Inc
CI Investments Inc
Ontario, Canada
$24.3M -$6.38M 1 0.11% Reduced
382
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$24.3M -$239K 2 0.3% Reduced
383
OKSA
O'Keefe Stevens Advisory
New York
$24.3M -$273K 1 6.3% Reduced
384
Ancora Advisors
Ancora Advisors
Ohio
$24.2M +$1.27M 2 0.5% Increased
385
Janus Henderson Group
Janus Henderson Group
$24M +$200K 2 0.01% Increased
386
Welch & Forbes
Welch & Forbes
Massachusetts
$24M -$157K 1 0.29% Reduced
387
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$23.8M -$106K 2 0.09% Reduced
388
WestEnd Advisors
WestEnd Advisors
North Carolina
$23.7M -$811K 1 0.55% Reduced
389
Waverly Advisors
Waverly Advisors
Alabama
$23.7M +$13.8M 1 0.19% Increased
390
FNT
First Nebraska Trust
Nebraska
$23.2M -$209K 1 2.12% Reduced
391
YC
Yarbrough Capital
Tennessee
$23.2M -$2.02M 1 0.72% Reduced
392
Vident Advisory
Vident Advisory
Georgia
$23.1M +$1.89M 2 0.21% Increased
393
SCA
Stonebridge Capital Advisors
Minnesota
$23.1M -$86.4K 1 1.6% Reduced
394
FLII
First Long Island Investors
New York
$23M +$80.9K 1 1.69% Increased
395
Bailard
Bailard
California
$22.9M -$42.8K 2 0.51% Reduced
396
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension
$22.6M +$22.7M 1 0.58% New
397
Pathstone Holdings
Pathstone Holdings
New Jersey
$22.1M +$293K 2 0.09% Increased
398
IHL
Investment House LLC
California
$22M -$130K 1 1.05% Reduced
399
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$21.9M +$123K 1 0.7% Increased
400
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.8M +$4.02M 3 0.08% Increased