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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
426
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$10M -$196K 1 0.69% Reduced
427
BPB
Badgley, Phelps & Bell
Washington
$10M +$224K 1 0.88% Increased
428
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$9.99M +$5.46M 1 0.21% Increased
429
SAM
Securian Asset Management
Minnesota
$9.92M +$120K 1 0.27% Increased
430
Advisor Group
Advisor Group
Arizona
$9.83M +$985K 2 0.24% Increased
431
Edge Asset Management
Edge Asset Management
Washington
$9.76M +$5.61M 1 0.08% Increased
432
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$9.63M +$1.48M 1 0.09% Increased
433
WIC
Willis Investment Counsel
Georgia
$9.59M +$2.65M 1 0.77% Increased
434
Greenleaf Trust
Greenleaf Trust
Michigan
$9.58M -$587K 2 0.25% Reduced
435
IRF
IBM Retirement Fund
New York
$9.5M -$3.33M 1 0.48% Reduced
436
CONA
Capital One National Association
New York
$9.47M -$9.6K 2 0.75% Reduced
437
NIT
NumerixS Investment Technologies
British Columbia, Canada
$9.46M +$2.59M 1 1.22% Increased
438
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$9.43M -$203K 1 0.59% Reduced
439
RMCM
Reynders McVeigh Capital Management
Massachusetts
$9.34M -$75.5K 1 1.36% Reduced
440
PP
PDT Partners
New York
$9.23M +$7.85M 1 0.54% New
441
Grimes & Company
Grimes & Company
Massachusetts
$9.16M +$1.9M 1 1.23% Increased
442
Andra AP-fonden
Andra AP-fonden
Sweden
$9.08M -$505K 1 0.24% Reduced
443
QS Investors
QS Investors
New York
$9.07M +$926K 1 0.07% Increased
444
BCM
Blume Capital Management
California
$8.97M -$237K 1 5.49% Reduced
445
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$8.94M +$10.5M 1 0.23% New
446
SBWM
Sunflower Bank Wealth Management
Arizona
$8.92M -$143K 1 3.26% Reduced
447
TIM
Thompson Investment Management
Wisconsin
$8.89M -$144K 1 1.71% Reduced
448
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$8.86M -$375K 1 0.05% Reduced
449
PRA
Parametric Risk Advisors
Connecticut
$8.82M +$262K 1 0.6% Increased
450
CISOA
Capital Investment Services of America
Wisconsin
$8.79M -$15.2K 1 1.68% Reduced