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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
201
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$27.1M -$1.67M 1 0.89% Reduced
202
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$27.1M +$873K 1 0.34% Increased
203
Nomura Asset Management
Nomura Asset Management
Japan
$27M -$3.2M 2 0.28% Reduced
204
PDM
Penn Davis McFarland
Texas
$27M +$599K 1 8.29% Increased
205
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$26.9M -$1.25M 1 1.09% Reduced
206
Bartlett & Co
Bartlett & Co
Ohio
$26.9M -$1.25M 1 1.09% Reduced
207
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$26.8M +$8.37M 1 0.66% Increased
208
Nomura Holdings
Nomura Holdings
Japan
$26.3M +$7.05M 1 0.08% Increased
209
SRFM
Shannon River Fund Management
New York
$25.7M +$25.6M 1 3.39% New
210
Glenmede Trust
Glenmede Trust
Pennsylvania
$25.7M -$2.04M 1 0.11% Reduced
211
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.4M +$13.7M 2 0.06% Increased
212
UBS O'Connor
UBS O'Connor
Illinois
$25.3M +$25.1M 1 0.51% New
213
Jane Street
Jane Street
New York
$25.2M +$4.81M 2 0.06% Increased
214
LPL Financial
LPL Financial
California
$25M +$2.82M 2 0.07% Increased
215
CCM
Compass Capital Management
Minnesota
$24.8M +$1.28M 1 3.61% Increased
216
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$24.6M +$173K 1 0.19% Increased
217
MetLife Investment Management
MetLife Investment Management
New Jersey
$24.5M -$505K 1 0.29% Reduced
218
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$24.3M +$1.15M 1 0.48% Increased
219
Cincinnati Insurance
Cincinnati Insurance
Ohio
$24M $0 1 0.72% Maintained
220
Profund Advisors
Profund Advisors
Maryland
$23.5M -$2.03M 1 0.94% Reduced
221
MAM
Melqart Asset Management
United Kingdom
$23.2M -$20.8M 1 1.98% Reduced
222
NC
Numen Capital
United Kingdom
$23.2M -$17.5M 1 6.33% Reduced
223
ING Group
ING Group
Netherlands
$23.2M +$2.19M 2 0.44% Increased
224
Comerica Bank
Comerica Bank
Texas
$23.1M +$104K 1 0.16% Increased
225
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$23.1M -$481K 1 0.35% Reduced