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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
401
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$24M +$1.41M 1 0.26% Increased
402
Commerce Bank
Commerce Bank
Missouri
$23.8M -$11.8M 1 0.1% Reduced
403
VWM
Venturi Wealth Management
Texas
$23.8M -$2.84M 1 0.92% Reduced
404
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$23.8M -$2.53M 1 0.26% Reduced
405
PineBridge Investments
PineBridge Investments
New York
$23.7M -$28.7M 1 0.2% Reduced
406
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$23.6M -$7.48K 1 0.58% Reduced
407
Waverly Advisors
Waverly Advisors
Alabama
$23.6M -$719K 1 0.14% Reduced
408
Laurion Capital Management
Laurion Capital Management
New York
$23.6M +$23.9M 1 0.6% New
409
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$23.6M -$45.2M 1 0.47% Reduced
410
LPPL
Loftus Peak Pty Ltd
Australia
$23.4M +$23.7M 1 3.19% New
411
OKSA
O'Keefe Stevens Advisory
New York
$23.3M -$3.76M 1 4.78% Reduced
412
Wealthfront Advisers
Wealthfront Advisers
California
$23.3M +$1.84M 1 0.04% Increased
413
Jump Financial
Jump Financial
Illinois
$23.1M +$23.4M 1 0.19% New
414
Scotia Capital
Scotia Capital
Ontario, Canada
$23M -$3.22M 1 0.09% Reduced
415
ClearBridge Investments
ClearBridge Investments
New York
$22.9M -$23.9M 1 0.02% Reduced
416
RAM
Robinhood Asset Management
California
$22.8M +$20.2M 2 1.22% New
417
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$22.7M -$5.87M 1 0.01% Reduced
418
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$22.7M -$954K 1 0.27% Reduced
419
TCC
Trans-Canada Capital
Quebec, Canada
$22.7M +$23M 1 1.24% New
420
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$22.6M -$24.1M 1 0.51% Reduced
421
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$22.5M -$524K 1 0.33% Reduced
422
YC
Yarbrough Capital
Tennessee
$22.3M $0 1 0.67% Maintained
423
SteelPeak Wealth
SteelPeak Wealth
California
$22.2M +$113K 1 0.58% Increased
424
DIA
Davidson Investment Advisors
Montana
$22M -$4.3M 1 0.9% Reduced
425
OP Asset Management
OP Asset Management
$22M +$1.7M 1 0.23% Increased