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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
Commerce Bank
Commerce Bank
Missouri
$19.5M +$484K 1 0.11% Increased
427
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$19.4M -$99.2K 1 0.55% Reduced
428
Yousif Capital Management
Yousif Capital Management
Michigan
$19.3M -$1.67M 1 0.21% Reduced
429
VWM
Venturi Wealth Management
Texas
$19.1M +$241K 1 0.85% Increased
430
Private Advisor Group
Private Advisor Group
New Jersey
$19M +$164K 1 0.09% Increased
431
Oppenheimer & Co
Oppenheimer & Co
New York
$18.9M -$1.42M 1 0.27% Reduced
432
RGC
Redwood Grove Capital
California
$18.6M $0 1 5.32% Maintained
433
Woodline Partners
Woodline Partners
California
$18.6M -$29.1M 1 0.07% Reduced
434
ELC
Edgar Lomax Company
Virginia
$18.5M -$423K 1 1.41% Reduced
435
Brown Advisory
Brown Advisory
Maryland
$18.5M +$392K 1 0.03% Increased
436
EFG International
EFG International
$18.3M +$18.3M 1 0.35% New
437
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore)
Singapore
$18.3M +$18.3M 1 1.78% New
438
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$18.3M +$1.49M 3 0.1% Increased
439
Avanza Fonder
Avanza Fonder
Sweden
$18.3M -$11.7K 1 0.46% Reduced
440
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$18.2M +$111K 1 0.01% Increased
441
GXJ
Global X Japan
Japan
$18M +$2.41M 2 1.37% Increased
442
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$17.8M +$999K 1 0.53% Increased
443
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$17.8M -$106K 1 0.69% Reduced
444
NSUP
NLB Skladi upravljanje premozenja
$17.7M +$17.8M 1 0.81% New
445
Tredje AP-fonden
Tredje AP-fonden
Sweden
$17.7M -$11.4M 1 0.13% Reduced
446
Atria Investments
Atria Investments
North Carolina
$17.4M -$1.69M 1 0.2% Reduced
447
SAM
Smithbridge Asset Management
Pennsylvania
$17.4M +$6.21M 1 1.49% Increased
448
Jane Street
Jane Street
New York
$17.4M -$168M 4 0% Reduced
449
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$17.4M +$49.4K 1 0.21% Increased
450
BBI
Baxter Bros Inc
Connecticut
$17.4M -$726K 1 2.01% Reduced