← All themes Artificial Intelligence

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
201
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.6M -$385K 2 0.08% Reduced
202
Empyrean Capital Partners
Empyrean Capital Partners
California
$34.1M +$32.3M 1 1.54% New
203
Rafferty Asset Management
Rafferty Asset Management
New York
$34M +$9.14M 1 0.59% Increased
204
HighTower Advisors
HighTower Advisors
Illinois
$33.4M -$14.5M 2 0.27% Reduced
205
EIC
ENA Investment Capital
United Kingdom
$33.4M +$31.6M 1 51.99% New
206
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$33.4M -$2.16M 1 1.48% Reduced
207
Zacks Investment Management
Zacks Investment Management
Illinois
$33.1M +$343K 1 0.72% Increased
208
SEI Investments
SEI Investments
Pennsylvania
$33.1M -$3.06M 2 0.11% Reduced
209
Becker Capital Management
Becker Capital Management
Oregon
$32.9M -$13.1M 1 1.09% Reduced
210
Första AP-fonden
Första AP-fonden
Sweden
$32.7M -$2.18M 1 1.19% Reduced
211
Bartlett & Co
Bartlett & Co
Ohio
$32.2M -$736K 1 1.28% Reduced
212
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$32M -$487K 2 0.4% Reduced
213
Advisors Capital Management
Advisors Capital Management
New Jersey
$31.8M -$174K 1 2.52% Reduced
214
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$31.7M +$2.72M 1 0.91% Increased
215
Glenmede Trust
Glenmede Trust
Pennsylvania
$31.6M -$2.48M 2 0.13% Reduced
216
Nomura Asset Management
Nomura Asset Management
Japan
$31.6M -$14.1M 2 0.37% Reduced
217
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$31.4M +$18.8M 1 0.47% Increased
218
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$31.2M -$1.46M 1 0.69% Reduced
219
HM Payson & Co
HM Payson & Co
Maine
$30.8M +$28.8K 1 1.24% Increased
220
JCI
Jet Capital Investors
New York
$30.4M +$28.8M 1 1.41% New
221
PDM
Penn Davis McFarland
Texas
$30.3M -$258K 1 8.87% Reduced
222
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$30.1M $0 1 0.38% Maintained
223
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$29.8M -$12.7M 1 0.51% Reduced
224
Capital Guardian Trust
Capital Guardian Trust
California
$29.7M +$19.5M 1 0.42% Increased
225
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$29.5M -$1.03M 2 0.16% Reduced