← All themes Artificial Intelligence

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
OC
Oakmont Corp
California
$16.5M $0 1 4.05% Maintained
427
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$16.5M +$1.11M 2 0.08% Increased
428
Seizert Capital Partners
Seizert Capital Partners
Michigan
$16.3M -$2.37M 1 0.75% Reduced
429
TIM
Thompson Investment Management
Wisconsin
$16.3M -$243K 1 2.46% Reduced
430
OGF
Orin Green Financial
California
$16.3M -$14.3M 0 – Closed
431
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$16.2M +$2.67K 1 0.22% Increased
432
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$16.2M -$4.97M 1 0.32% Reduced
433
CSPIA
Cary Street Partners Investment Advisory
Virginia
$16.1M +$346K 1 0.68% Increased
434
Harvest Fund Management
Harvest Fund Management
China
$16.1M +$8.58M 1 1.45% Increased
435
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$16M -$117K 2 0.33% Reduced
436
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$15.9M +$1.85M 2 0.17% Increased
437
Lido Advisors
Lido Advisors
California
$15.8M +$1.32M 1 0.09% Increased
438
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$15.8M +$5.5M 1 0.18% Increased
439
SIC
SFE Investment Counsel
California
$15.8M -$80.2K 1 3.58% Reduced
440
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$15.7M +$10.6M 1 0.33% Increased
441
Advisors Asset Management
Advisors Asset Management
Colorado
$15.7M -$4.74M 2 0.3% Reduced
442
HT
Heritage Trust
Oklahoma
$15.6M +$38.2K 1 2.09% Increased
443
Quantinno Capital Management
Quantinno Capital Management
New York
$15.5M +$7.47M 1 0.34% Increased
444
NRG
Nemes Rush Group
Michigan
$15.5M +$389K 1 2.22% Increased
445
MC
Middleton & Co
Massachusetts
$15.5M -$108K 1 1.78% Reduced
446
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$15.4M +$2.01M 1 0.17% Increased
447
Verition Fund Management
Verition Fund Management
Connecticut
$15.2M -$29.4M 2 0.1% Reduced
448
LW
Linscomb Wealth
Texas
$15.2M -$179K 1 0.78% Reduced
449
CWA Asset Management Group
CWA Asset Management Group
Florida
$15.2M +$3.38M 1 0.92% Increased
450
Wealthfront Advisers
Wealthfront Advisers
California
$15.2M +$17.9K 1 0.05% Increased