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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
Saba Capital Management
Saba Capital Management
New York
$19.2M +$19.1M 1 0.27% New
402
Capital Investment Advisors
Capital Investment Advisors
Georgia
$19.2M +$779K 1 0.59% Increased
403
Granahan Investment Management
Granahan Investment Management
Massachusetts
$19.1M +$17.3M 1 0.48% Increased
404
GIP
Granite Investment Partners
California
$19.1M +$2.44M 2 0.65% Increased
405
Bailard
Bailard
California
$18.8M -$322K 1 0.63% Reduced
406
CWA Asset Management Group
CWA Asset Management Group
Florida
$18.8M -$1.05M 1 1.43% Reduced
407
NRS
Neville Rodie & Shaw
New York
$18.7M -$77.3K 1 1.39% Reduced
408
Evergreen Capital Management
Evergreen Capital Management
Washington
$18.7M +$1.59M 1 0.76% Increased
409
TIAA FSB
TIAA FSB
Florida
$18.5M -$135K 1 0.06% Reduced
410
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$18.4M +$252K 1 0.44% Increased
411
Kestra Advisory Services
Kestra Advisory Services
Texas
$18.4M -$4.95M 1 0.19% Reduced
412
DJSG
D.J. St. Germain
Massachusetts
$18.1M -$492K 1 1.02% Reduced
413
PWP
Private Wealth Partners
California
$18.1M +$154K 1 1.62% Increased
414
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$18M +$913K 2 0.03% Increased
415
NI
Nepsis Inc
Minnesota
$17.9M +$4.22M 1 5.35% Increased
416
Norinchukin Bank
Norinchukin Bank
Japan
$17.8M +$1.8M 1 0.24% Increased
417
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$17.7M -$1.2M 1 0.46% Reduced
418
OKSA
O'Keefe Stevens Advisory
New York
$17.5M +$373K 1 8.54% Increased
419
SAM
SP Asset Management
California
$17.5M +$1.19M 1 1.89% Increased
420
Private Advisor Group
Private Advisor Group
New Jersey
$17.4M +$1.92M 1 0.13% Increased
421
TC
TownSquare Capital
Utah
$17.3M +$1.58M 1 0.44% Increased
422
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$17.2M +$1.69M 1 0.66% Increased
423
KPCM
Kings Point Capital Management
New York
$17.1M +$2.3M 1 1.49% Increased
424
Daiwa Securities Group
Daiwa Securities Group
Japan
$16.9M +$1.77M 2 0.11% Increased
425
Simplex Trading
Simplex Trading
Illinois
$16.7M +$10.4M 3 0.02% Increased