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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
551
Metis Global Partners
Metis Global Partners
California
$10.8M +$269K 1 0.34% Increased
552
OAM
Oak Asset Management
California
$10.6M -$294K 1 3.75% Reduced
553
BCM
Bourgeon Capital Management
Connecticut
$10.5M +$19.4K 1 2.03% Increased
554
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.5M -$9.09M 2 0.02% Reduced
555
SAM
Securian Asset Management
Minnesota
$10.5M -$472K 1 0.3% Reduced
556
Quadrature Capital
Quadrature Capital
United Kingdom
$10.5M -$25.5M 1 0.24% Reduced
557
HCS
Himension Capital (Singapore)
Singapore
$10.5M -$32.9M 1 0.82% Reduced
558
WBC
Westpac Banking Corp
Australia
$10.4M +$1.04M 1 0.7% Increased
559
SI
Sora Investors
Pennsylvania
$10.4M +$1.6M 1 1.82% Increased
560
Venture Visionary Partners
Venture Visionary Partners
Ohio
$10.4M +$1.55M 1 0.45% Increased
561
Jones Financial Companies
Jones Financial Companies
Missouri
$10.3M +$5.39M 2 0.01% Increased
562
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$10.2M +$925K 1 0.03% Increased
563
VHAM
Van Hulzen Asset Management
California
$10.2M -$2.72M 1 0.74% Reduced
564
Fred Alger Management
Fred Alger Management
New York
$10.2M +$691K 1 0.05% Increased
565
AAMA
Advanced Asset Management Advisors
Ohio
$10.1M $0 1 2.71% Maintained
566
Credit Agricole
Credit Agricole
France
$10.1M -$13.6M 1 0.04% Reduced
567
AIA
AIMZ Investment Advisors
California
$10M -$74.2K 1 3.43% Reduced
568
Verition Fund Management
Verition Fund Management
Connecticut
$9.97M -$3.18M 2 0.05% Reduced
569
CFLC
California First Leasing Corp
California
$9.97M $0 1 4.34% Maintained
570
Avantax Advisory Services
Avantax Advisory Services
Texas
$9.97M +$585K 1 0.07% Increased
571
Allworth Financial
Allworth Financial
California
$9.96M +$3.2M 2 0.06% Increased
572
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$9.96M +$921K 1 0.06% Increased
573
Old National Bancorp
Old National Bancorp
Indiana
$9.86M -$140K 1 0.23% Reduced
574
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$9.8M -$17.9M 4 0.26% Reduced
575
RHDIC
R.H. Dinel Investment Counsel
California
$9.77M $0 1 6.11% Maintained