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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
176
RA
RiverPark Advisors
New York
$34.2M -$3.17M 1 4.5% Reduced
177
RNC Capital Management
RNC Capital Management
California
$34M +$142K 1 2.56% Increased
178
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$34M +$2.53M 1 0.24% Increased
179
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$33.8M +$1.99M 1 0.66% Increased
180
Los Angeles Capital Management
Los Angeles Capital Management
California
$32.6M -$1.75M 1 0.19% Reduced
181
CIBC World Markets
CIBC World Markets
New York
$32.1M +$3.24M 1 0.31% Increased
182
SoftBank Group
SoftBank Group
Japan
$32M $0 1 0.12% Maintained
183
Foresters Investment Management
Foresters Investment Management
New York
$30.7M +$58.2K 1 0.5% Increased
184
Aperio Group
Aperio Group
California
$30.1M -$2.5M 2 0.17% Reduced
185
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$29.7M -$1.1M 1 0.25% Reduced
186
SEI Investments
SEI Investments
Pennsylvania
$29.5M +$1.46M 2 0.11% Increased
187
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$29.1M -$6.76M 1 0.15% Reduced
188
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$28.9M -$1.01M 1 0.22% Reduced
189
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$28.9M +$26.1M 1 1.36% Increased
190
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.4M -$5.46M 2 0.07% Reduced
191
Första AP-fonden
Första AP-fonden
Sweden
$28.3M -$5.05M 1 1% Reduced
192
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$27.9M $0 1 0.56% Maintained
193
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$27.8M -$3.78M 1 0.31% Reduced
194
Glenmede Trust
Glenmede Trust
Pennsylvania
$27.7M +$1.64M 2 0.12% Increased
195
Vident Investment Advisory
Vident Investment Advisory
Georgia
$27.2M +$12.5M 2 1.47% Increased
196
BB&T Securities
BB&T Securities
Virginia
$27.1M +$3.66M 1 0.37% Increased
197
SAM
Shell Asset Management
Netherlands
$26.8M -$286K 2 0.6% Reduced
198
Franklin Resources
Franklin Resources
California
$26.8M -$65.1M 1 0.01% Reduced
199
Bartlett & Co
Bartlett & Co
Ohio
$26.7M -$223K 1 1.12% Reduced
200
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$26.5M -$4.54M 1 0.6% Reduced