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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
501
DWT
Dorsey & Whitney Trust
South Dakota
$9.61M +$565K 1 0.79% Increased
502
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$9.53M +$3.94M 2 0.19% Increased
503
KCM
Kanawha Capital Management
Virginia
$9.52M +$187K 1 0.88% Increased
504
Karpus Investment Management
Karpus Investment Management
New York
$9.47M +$14.4K 1 0.3% Increased
505
Frontier Capital Management
Frontier Capital Management
Massachusetts
$9.41M +$3.91M 1 0.09% Increased
506
Scout Investments
Scout Investments
Missouri
$9.26M -$255K 1 0.19% Reduced
507
VWM
Venturi Wealth Management
Texas
$9.26M +$27.9K 2 0.74% Increased
508
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$9.2M +$97.8K 1 0.92% Increased
509
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$9.06M -$2.61M 1 0.12% Reduced
510
RIL
Rothschild Investment LLC
Illinois
$9.01M +$282K 1 0.75% Increased
511
Ancora Advisors
Ancora Advisors
Ohio
$9M +$434K 1 0.24% Increased
512
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$8.99M +$2.5M 1 0.2% Increased
513
Soros Fund Management
Soros Fund Management
New York
$8.85M -$3.45M 1 0.14% Reduced
514
GAM
Griffin Asset Management
New York
$8.85M +$731K 1 1.2% Increased
515
FFP
FourThought Financial Partners
Florida
$8.81M +$2.68M 1 1.16% Increased
516
HCMT
Highland Capital Management (Tennessee)
Tennessee
$8.8M -$46.2K 1 0.57% Reduced
517
MAM
Mark Asset Management
New York
$8.78M -$4.61M 1 1.42% Reduced
518
RP
Rowlandmiller & Partners
Georgia
$8.77M +$93.3K 1 2.07% Increased
519
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$8.76M +$8.45M 1 0.23% New
520
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$8.73M $0 1 0.13% Maintained
521
Huntington National Bank
Huntington National Bank
Ohio
$8.66M -$534K 2 0.08% Reduced
522
SBIA
Sheaff Brock Investment Advisors
Indiana
$8.61M +$4.83K 1 0.72% Increased
523
IMA
Investment Management Associates
Colorado
$8.53M +$1.63M 1 3.1% Increased
524
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$8.51M +$1.05M 1 0.47% Increased
525
NewEdge Advisors
NewEdge Advisors
Louisiana
$8.47M +$701K 2 0.1% Increased