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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
Tocqueville Asset Management
Tocqueville Asset Management
New York
$31.4M +$5.16K 1 0.47% Increased
177
UBS O'Connor
UBS O'Connor
Illinois
$31.3M +$15.2M 1 1.13% Increased
178
Royal London Asset Management
Royal London Asset Management
United Kingdom
$30.8M -$3.13M 1 0.27% Reduced
179
Seizert Capital Partners
Seizert Capital Partners
Michigan
$30.7M -$15.1M 1 1.39% Reduced
180
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$30.3M -$192K 1 0.61% Reduced
181
Rafferty Asset Management
Rafferty Asset Management
New York
$29.7M +$213K 1 0.65% Increased
182
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$29.5M -$38.4M 3 0.07% Reduced
183
Pzena Investment Management
Pzena Investment Management
New York
$29.4M -$11.8M 1 0.17% Reduced
184
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$29.3M -$839K 2 0.33% Reduced
185
Pinnacle Associates
Pinnacle Associates
New York
$28.2M -$1.81M 2 0.73% Reduced
186
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$27.8M +$1.24M 1 0.8% Increased
187
Jane Street
Jane Street
New York
$27.6M -$11.8M 2 0.06% Reduced
188
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$27.6M -$289K 1 0.69% Reduced
189
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$27.5M +$1.84M 1 0.54% Increased
190
Aberdeen Group
Aberdeen Group
United Kingdom
$26.2M -$4.21M 1 0.06% Reduced
191
PDM
Penn Davis McFarland
Texas
$26.2M -$586K 1 10.17% Reduced
192
Aviva
Aviva
United Kingdom
$26M -$17M 1 0.19% Reduced
193
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$26M +$399K 3 0.14% Increased
194
Man Group
Man Group
United Kingdom
$25.9M -$2.56M 2 0.12% Reduced
195
HighTower Advisors
HighTower Advisors
Illinois
$25.6M -$2.38M 1 0.2% Reduced
196
CCM
Compass Capital Management
Minnesota
$25.6M +$2.47M 1 3.64% Increased
197
Los Angeles Capital Management
Los Angeles Capital Management
California
$25.4M +$4.17M 1 0.16% Increased
198
SEI Investments
SEI Investments
Pennsylvania
$25.3M +$1.04M 2 0.09% Increased
199
Glenmede Trust
Glenmede Trust
Pennsylvania
$25M -$523K 1 0.12% Reduced
200
CCI
Columbus Circle Investors
$24.9M +$11.1M 1 0.71% Increased