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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
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$14.7M -$338K 1 0.26% Reduced
402
TC
TownSquare Capital
Utah
$14.7M +$462K 1 0.42% Increased
403
WestEnd Advisors
WestEnd Advisors
North Carolina
$14.6M -$22M 1 0.49% Reduced
404
Zacks Investment Management
Zacks Investment Management
Illinois
$14.6M +$198K 1 0.23% Increased
405
PHK
Point72 Hong Kong
Hong Kong
$14.5M +$5.68M 1 0.51% Increased
406
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$14.3M +$17.4M 1 0.24% New
407
GIM
Goelzer Investment Management
Indiana
$14.3M +$8.11K 1 1.43% Increased
408
IG
Ithaka Group
Virginia
$14.3M -$418K 1 3.18% Reduced
409
Grimes & Company
Grimes & Company
Massachusetts
$14.2M -$70.8K 1 0.74% Reduced
410
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$14.2M -$1.44M 1 0.4% Reduced
411
Boothbay Fund Management
Boothbay Fund Management
New York
$14.2M +$1.43M 2 0.35% Increased
412
FNT
First Nebraska Trust
Nebraska
$14M -$1.03M 1 2.01% Reduced
413
Daiwa Securities Group
Daiwa Securities Group
Japan
$14M +$869K 2 0.12% Increased
414
NGM
North Growth Management
British Columbia, Canada
$14M -$1.92M 1 3.49% Reduced
415
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14M +$203K 2 0.02% Increased
416
NI
Nepsis Inc
Minnesota
$13.9M +$296K 1 5.01% Increased
417
Walleye Trading
Walleye Trading
New York
$13.8M +$1.53M 3 0.04% Increased
418
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$13.8M +$4M 1 0.24% Increased
419
Lido Advisors
Lido Advisors
California
$13.7M +$27.6K 1 0.17% Increased
420
Stephens Inc
Stephens Inc
Arkansas
$13.7M -$3.04M 2 0.29% Reduced
421
OKSA
O'Keefe Stevens Advisory
New York
$13.7M +$280K 1 9.26% Increased
422
Private Advisor Group
Private Advisor Group
New Jersey
$13.6M -$1.04M 1 0.16% Reduced
423
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$13.6M +$259K 1 0.19% Increased
424
Swiss Life Asset Management
Swiss Life Asset Management
$13.6M -$8.52M 1 0.23% Reduced
425
HCM
Howland Capital Management
Massachusetts
$13.5M +$3.89M 1 0.87% Increased