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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
SCM
SG Capital Management
Illinois
$24.6M +$22.6M 1 3.85% New
402
HRT Financial
HRT Financial
New York
$24.4M +$13.7M 2 0.14% Increased
403
SCA
Stonebridge Capital Advisors
Minnesota
$24.4M -$1.34M 1 2.14% Reduced
404
ARK Investment Management
ARK Investment Management
Florida
$24.3M -$1.91M 1 0.22% Reduced
405
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$24.2M +$4.46M 2 0.11% Increased
406
Huntington National Bank
Huntington National Bank
Ohio
$24.1M +$2.59M 1 0.19% Increased
407
OIC
Orion Investment Company
Missouri
$23.9M +$22.7M 1 9.53% New
408
NI
Nepsis Inc
Minnesota
$23.8M -$420K 1 6.43% Reduced
409
IHL
Investment House LLC
California
$23.7M +$65.2K 1 1.35% Increased
410
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$23.2M +$4.52M 1 0.5% Increased
411
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$22.9M +$5.12M 1 0.41% Increased
412
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$22.8M +$21.6M 1 1.1% New
413
ELC
Edgar Lomax Company
Virginia
$22.8M -$387K 1 1.47% Reduced
414
PWP
Private Wealth Partners
California
$22.7M -$29.3K 1 1.69% Reduced
415
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$22.7M -$46.1K 1 0.73% Reduced
416
TS
Tamar Securities
California
$22.7M -$8.31M 1 3.67% Reduced
417
KFP
KMG Fiduciary Partners
Ohio
$22.5M +$67.8K 1 2.22% Increased
418
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$22.5M +$4.92M 1 0.32% Increased
419
WestEnd Advisors
WestEnd Advisors
North Carolina
$22.4M -$5.82M 1 0.58% Reduced
420
Mizuho Securities USA
Mizuho Securities USA
New York
$22.3M +$15.8M 2 0.49% Increased
421
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$22.3M -$477K 2 0.02% Reduced
422
FFA
First Foundation Advisors
California
$22M -$1.72M 1 0.84% Reduced
423
Vest Financial
Vest Financial
Virginia
$21.9M -$377K 1 0.52% Reduced
424
GIM
Goelzer Investment Management
Indiana
$21.8M -$316K 1 1.22% Reduced
425
TSS
Two Sigma Securities
New York
$21.7M -$26M 2 0.26% Reduced