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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
526
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.21M +$1.32M 2 0.09% Increased
527
PPCM
Pillar Pacific Capital Management
California
$5.21M +$51.1K 1 0.74% Increased
528
Simplex Trading
Simplex Trading
Illinois
$5.21M +$5.26M 2 0.23% New
529
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$5.21M -$122K 1 0.26% Reduced
530
GCMG
Gyroscope Capital Management Group
Florida
$5.2M +$967K 1 3.12% Increased
531
ARK Investment Management
ARK Investment Management
Florida
$5.17M +$4.62M 1 1.49% Increased
532
Rockefeller Financial Services
Rockefeller Financial Services
New York
$5.14M $0 1 0.1% Maintained
533
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$5.13M -$246K 1 0.05% Reduced
534
MCM
Maple Capital Management
Vermont
$5.12M +$400K 1 1.51% Increased
535
GL
GLG LLC
New York
$5.08M +$5.14M 1 0.28% New
536
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.07M +$221K 1 1% Increased
537
AF
Ally Financial
Michigan
$5.05M +$1.04M 1 1.14% Increased
538
Jefferies Group
Jefferies Group
New York
$5M -$3.81M 2 0.04% Reduced
539
Tredje AP-fonden
Tredje AP-fonden
Sweden
$4.99M -$5.19M 1 0.2% Reduced
540
Gratus Capital
Gratus Capital
Georgia
$4.97M +$5.03M 1 0.72% New
541
Personal Capital Advisors
Personal Capital Advisors
California
$4.96M +$597K 1 0.12% Increased
542
NCM
Nelson Capital Management
California
$4.94M +$195K 1 1.66% Increased
543
BWFM
Bridgewater Wealth & Financial Management
Maryland
$4.93M +$814K 1 1.8% Increased
544
BHA
Beech Hill Advisors
New York
$4.91M +$864K 1 2.83% Increased
545
WAM
Wilsey Asset Management
California
$4.91M -$98.4K 1 3.44% Reduced
546
Barings
Barings
North Carolina
$4.9M -$58K 1 0.1% Reduced
547
CFG
Cambridge Financial Group
Ohio
$4.89M +$83.6K 1 2.76% Increased
548
FIM
Freedom Investment Management
Connecticut
$4.88M -$992K 1 0.28% Reduced
549
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$4.88M +$4.81M 1 0.01% New
550
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.87M +$458K 1 0.04% Increased