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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
901
Ostrum Asset Management
Ostrum Asset Management
France
$4.44M +$1.49M 1 0.21% Increased
902
Nelson Capital Management
Nelson Capital Management
California
$4.44M -$57.2K 1 0.49% Reduced
903
Capstone Investment Advisors
Capstone Investment Advisors
New York
$4.43M -$17.5M 2 0.01% Reduced
904
Asset One Wealth Management
Asset One Wealth Management
Washington
$4.41M +$92.2K 1 0.47% Increased
905
RWA
Roberts Wealth Advisors
California
$4.41M -$238K 1 1% Reduced
906
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$4.38M +$261K 1 0.07% Increased
907
Cache Advisors
Cache Advisors
California
$4.38M +$697K 1 0.37% Increased
908
FCM
Fourier Capital Management
$4.38M +$4.43M 1 6.85% New
909
Keel Point
Keel Point
Alabama
$4.35M -$1.6M 2 0.26% Reduced
910
North Star Asset Management
North Star Asset Management
Wisconsin
$4.35M -$116K 1 0.17% Reduced
911
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.34M +$1.17M 1 0.09% Increased
912
Eventide Asset Management
Eventide Asset Management
Massachusetts
$4.33M +$2.99M 1 0.06% Increased
913
HI
Harrington Investments
California
$4.27M -$52.4K 1 2.07% Reduced
914
Red Cedar Investment Management
Red Cedar Investment Management
Michigan
$4.24M $0 1 0.4% Maintained
915
Quadrant Capital Group
Quadrant Capital Group
Ohio
$4.22M -$1.41M 1 0.12% Reduced
916
Belpointe Asset Management
Belpointe Asset Management
Nevada
$4.2M +$49.6K 1 0.14% Increased
917
Fidelis Capital Partners
Fidelis Capital Partners
Florida
$4.2M -$41.3K 1 0.24% Reduced
918
Moors & Cabot
Moors & Cabot
Massachusetts
$4.19M -$693K 1 0.16% Reduced
919
VST
Van Strum & Towne
California
$4.18M -$125K 1 1.14% Reduced
920
Beacon Financial Group
Beacon Financial Group
Texas
$4.18M -$336K 1 0.38% Reduced
921
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$4.17M +$185K 1 0.17% Increased
922
NWAM LLC
NWAM LLC
Washington
$4.16M $0 1 0.21% Maintained
923
Capital Markets Trading (UK)
Capital Markets Trading (UK)
United Kingdom
$4.16M +$3.73M 1 0.04% Increased
924
1ST Source Bank
1ST Source Bank
Indiana
$4.15M -$64K 1 0.19% Reduced
925
Simmons Bank
Simmons Bank
Arkansas
$4.14M -$278K 1 0.24% Reduced