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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
SWM
SVA Wealth Management
Wisconsin
$6.73M -$572K 1 0.76% Reduced
402
CLM
ClearBridge LLC (Maryland)
Maryland
$6.72M -$49.7K 1 2.04% Reduced
403
First Allied Advisory Services
First Allied Advisory Services
California
$6.68M -$293K 1 0.26% Reduced
404
LBC
Lowe Brockenbrough & Co
Virginia
$6.65M -$2.43K 1 1.09% Reduced
405
Achmea Investment Management
Achmea Investment Management
Netherlands
$6.6M +$2.14M 1 0.31% Increased
406
PTC
Philadelphia Trust Company
Pennsylvania
$6.58M -$247K 1 0.7% Reduced
407
Bridges Investment Management
Bridges Investment Management
Nebraska
$6.57M +$749K 1 0.31% Increased
408
SIC
SFE Investment Counsel
California
$6.55M +$205K 1 3.35% Increased
409
OAMG
Odey Asset Management Group
United Kingdom
$6.44M +$6.87M 1 0.57% New
410
NCM
Noesis Capital Mangement
Florida
$6.43M -$12.1K 1 2.61% Reduced
411
JC
Jacobs & Co
California
$6.43M -$196K 1 1.27% Reduced
412
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.41M -$688K 2 0.02% Reduced
413
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$6.38M -$322K 1 0.8% Reduced
414
BRA
Biechele Royce Advisors
Indiana
$6.35M -$506K 1 4.56% Reduced
415
RIM
Redpoint Investment Management
Australia
$6.35M +$164K 1 0.37% Increased
416
MCM
Mengis Capital Management
Oregon
$6.33M +$314K 1 4.02% Increased
417
MC
Middleton & Co
Massachusetts
$6.26M -$21.9K 1 1.15% Reduced
418
RA
RiverPark Advisors
New York
$6.11M -$5.44M 1 2.68% Reduced
419
AQR Capital Management
AQR Capital Management
Connecticut
$6.09M +$6.05M 1 0.01% Increased
420
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.08M -$456K 1 0.89% Reduced
421
ZCA
Zeke Capital Advisors
Pennsylvania
$6.06M -$1.92M 1 0.58% Reduced
422
NAM
North American Management
Massachusetts
$5.98M -$256K 1 1.11% Reduced
423
NC
Naman Capital
Brazil
$5.98M +$6.38M 1 5.09% New
424
PCM
Prelude Capital Management
New York
$5.95M +$5.25M 2 0.4% Increased
425
Stephens Inc
Stephens Inc
Arkansas
$5.93M +$174K 2 0.17% Increased