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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
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$12.6M $0 1 0.19% Maintained
427
SCA
Stonebridge Capital Advisors
Minnesota
$12.4M -$278K 1 1.47% Reduced
428
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$12.4M +$1.59M 1 0.21% Increased
429
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$12.2M +$6.2M 1 0.16% Increased
430
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1M +$668K 2 0.14% Increased
431
RGC
Redwood Grove Capital
California
$11.9M $0 1 5.93% Maintained
432
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$11.9M +$12.7M 1 0.68% New
433
Optiver Holding
Optiver Holding
Netherlands
$11.8M -$15.1M 1 0.01% Reduced
434
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$11.8M +$5.11M 2 0.17% Increased
435
NIG
NFJ Investment Group
Texas
$11.7M +$2.72M 1 0.31% Increased
436
ECG
Edge Capital Group
Georgia
$11.7M +$936K 1 0.82% Increased
437
BOK Financial
BOK Financial
Oklahoma
$11.6M -$48.9K 1 0.21% Reduced
438
NCM
Noesis Capital Mangement
Florida
$11.6M +$384K 1 3.3% Increased
439
Atria Wealth Solutions
Atria Wealth Solutions
New York
$11.6M -$612K 1 0.19% Reduced
440
JC
Jacobs & Co
California
$11.5M +$214K 1 1.5% Increased
441
TS
Tamar Securities
California
$11.5M +$221K 1 3.65% Increased
442
MAM
Mark Asset Management
New York
$11.5M -$318K 1 2.61% Reduced
443
LW
Linscomb Wealth
Texas
$11.4M +$451K 1 0.58% Increased
444
M2MC
Matthew 25 Management Corp
Pennsylvania
$11.4M -$3.39M 1 4.81% Reduced
445
CIM
Cowen Investment Management
New York
$11.4M +$11.3M 1 2.31% New
446
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$11.4M -$290K 1 0.43% Reduced
447
SG Americas Securities
SG Americas Securities
New York
$11.4M -$1.56M 2 0.14% Reduced
448
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$11.2M -$253K 1 0.31% Reduced
449
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$11.1M +$896K 1 0.42% Increased
450
Kestra Advisory Services
Kestra Advisory Services
Texas
$11M -$4.72M 1 0.1% Reduced