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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
626
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$9.39M +$6.93M 2 0.07% Increased
627
First National Trust
First National Trust
Pennsylvania
$9.38M -$1.59M 1 0.32% Reduced
628
RHDIC
R.H. Dinel Investment Counsel
California
$9.37M $0 1 7.2% Maintained
629
JGC
J. Goldman & Co
New York
$9.31M +$9.42M 1 0.24% New
630
Oribel Capital Management
Oribel Capital Management
New York
$9.29M +$9.41M 1 0.28% New
631
CA
Cullinan Associates
Kentucky
$9.19M -$697K 1 0.69% Reduced
632
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$9.18M -$18.3M 1 0.09% Reduced
633
FFA
First Foundation Advisors
California
$9.17M -$2.6M 1 0.33% Reduced
634
NEAM
New England Asset Management
Connecticut
$9.14M -$1.18M 1 1.06% Reduced
635
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$9.09M +$625K 1 0.21% Increased
636
Bahl & Gaynor
Bahl & Gaynor
Ohio
$9.08M -$600K 1 0.04% Reduced
637
TPA
Trivium Point Advisory
Connecticut
$9.06M +$7.37M 1 0.82% Increased
638
PCM
Pavaki Capital Management
Colorado
$9.05M +$9.16M 1 3.16% New
639
TCOT
Trust Company of Toledo
Ohio
$9.02M +$430K 1 0.75% Increased
640
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$8.99M +$8.58M 1 0.03% Increased
641
Procyon Advisors
Procyon Advisors
Connecticut
$8.93M +$1.15M 1 0.39% Increased
642
NCM
Narwhal Capital Management
Georgia
$8.92M +$2.64M 1 0.62% Increased
643
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$8.9M +$701K 1 0.04% Increased
644
DWT
Dorsey & Whitney Trust
South Dakota
$8.83M -$2.73M 1 0.43% Reduced
645
HB Wealth Management
HB Wealth Management
Georgia
$8.83M +$582K 3 0.05% Increased
646
LAM
L2 Asset Management
Massachusetts
$8.82M -$239K 1 0.92% Reduced
647
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$8.76M +$1.86M 1 0.04% Increased
648
Prospera Financial Services
Prospera Financial Services
Texas
$8.76M +$2.12M 1 0.13% Increased
649
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$8.75M -$576K 2 0.2% Reduced
650
Principal Securities
Principal Securities
Iowa
$8.73M -$1.66M 1 0.11% Reduced