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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 & Co
Oppenheimer & Co
New York
$19.6M -$3.21M 2 0.3% Reduced
402
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$19.6M +$2.65M 1 0.21% Increased
403
PWP
Private Wealth Partners
California
$19.5M +$39.4K 1 1.55% Increased
404
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$19.4M -$39.2K 1 0.58% Reduced
405
F
FIFTHDELTA
United Kingdom
$19.3M +$20M 1 6.44% New
406
NCM
Noesis Capital Mangement
Florida
$19.2M +$1.01M 1 3.82% Increased
407
ELC
Edgar Lomax Company
Virginia
$19.1M -$307K 1 1.17% Reduced
408
WestEnd Advisors
WestEnd Advisors
North Carolina
$19.1M -$38.8K 1 0.47% Reduced
409
NEOS Investment Management
NEOS Investment Management
Connecticut
$19.1M +$3.56M 1 0.58% Increased
410
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$18.9M -$608K 1 0.33% Reduced
411
CSPIA
Cary Street Partners Investment Advisory
Virginia
$18.9M +$1.96M 1 0.7% Increased
412
First Horizon Advisors
First Horizon Advisors
Tennessee
$18.9M +$1.36M 2 0.52% Increased
413
FFA
First Foundation Advisors
California
$18.9M +$62.7K 1 0.71% Increased
414
HCPC
Hamilton Capital Partners (Canada)
$18.9M +$4.8M 1 1.63% Increased
415
Prudential plc
Prudential plc
United Kingdom
$18.9M +$3.45M 1 0.09% Increased
416
GIM
Goelzer Investment Management
Indiana
$18.7M +$88.1K 1 1.03% Increased
417
Aquatic Capital Management
Aquatic Capital Management
Illinois
$18.7M +$6.63M 2 0.49% Increased
418
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$18.6M +$2.11M 2 0.4% Increased
419
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$18.5M +$118K 1 0.01% Increased
420
Rakuten Investment Management
Rakuten Investment Management
Japan
$18.5M +$5.14M 1 0.11% Increased
421
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$18.4M +$1.6M 1 0.3% Increased
422
ARK Investment Management
ARK Investment Management
Florida
$18.4M -$2.46M 1 0.17% Reduced
423
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$18.3M +$1.88M 1 0.2% Increased
424
Ancora Advisors
Ancora Advisors
Ohio
$18.2M +$605K 1 0.41% Increased
425
Evergreen Capital Management
Evergreen Capital Management
Washington
$18.1M +$2.44M 1 0.61% Increased