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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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$9.15M -$142K 1 0.22% Reduced
527
SG
Swarthmore Group
Pennsylvania
$9.13M $0 1 2.36% Maintained
528
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$9.13M +$9.82M 1 0.13% New
529
RIL
Rothschild Investment LLC
Illinois
$9.11M +$297K 1 0.76% Increased
530
VWM
Venturi Wealth Management
Texas
$9.05M +$1.13M 1 0.76% Increased
531
Gratus Capital
Gratus Capital
Georgia
$9.02M +$402K 1 0.97% Increased
532
PCR
Potrero Capital Research
California
$8.95M $0 1 2.09% Maintained
533
AFG
Albion Financial Group
Utah
$8.93M -$107K 1 0.78% Reduced
534
V
ValueWorks
New York
$8.91M -$67.1K 1 3.8% Reduced
535
CA
Cornerstone Advisors
North Carolina
$8.9M $0 1 0.52% Maintained
536
LWAC
Laurel Wealth Advisors (California)
California
$8.83M -$1.62M 1 1.62% Reduced
537
Twin Tree Management
Twin Tree Management
Texas
$8.75M +$8.62M 1 0.02% Increased
538
IG
Ithaka Group
Virginia
$8.62M -$300K 1 1.05% Reduced
539
Wedbush Securities
Wedbush Securities
California
$8.6M +$417K 1 0.41% Increased
540
ATC
Argent Trust Co
Tennessee
$8.58M +$747K 1 0.55% Increased
541
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$8.46M -$14K 1 0.4% Reduced
542
Sowell Financial Services
Sowell Financial Services
Arkansas
$8.36M +$283K 1 0.56% Increased
543
SCA
Snowden Capital Advisors
New York
$8.34M +$163K 1 0.42% Increased
544
PIMJS
PKO Investment Management Joint-Stock
Poland
$8.2M $0 1 0.98% Maintained
545
SAM
Sabadell Asset Management
Spain
$8.18M +$2.79M 1 1.41% Increased
546
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$8.17M -$3.09M 2 0.21% Reduced
547
AWCI
Alpine Woods Capital Investors
New York
$8.13M -$37.5K 1 0.87% Reduced
548
ORI
Oak Ridge Investments
Illinois
$8.05M -$150K 1 0.71% Reduced
549
VDBMI
Van Den Berg Management I
Texas
$8.01M +$491K 1 1.57% Increased
550
MRCM
M&R Capital Management
New Jersey
$7.95M +$36.6K 1 1.8% Increased