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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
326
Squarepoint
Squarepoint
New York
$11.8M +$11.3M 2 0.11% New
327
CCI
Columbus Circle Investors
$11.7M +$1.66M 1 0.31% Increased
328
Swedbank
Swedbank
Sweden
$11.7M +$11.2M 1 0.05% New
329
V
ValueWorks
New York
$11.3M +$462K 1 7.48% Increased
330
Flossbach Von Storch
Flossbach Von Storch
Germany
$11.2M -$13M 1 0.1% Reduced
331
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$11.2M +$10M 1 0.08% Increased
332
SIM
Sonora Investment Management
Arizona
$11.1M -$796K 2 1.24% Reduced
333
SSG
Summit Securities Group
New York
$11.1M -$2.16M 1 1.28% Reduced
334
JVBC
J.V. Bruni & Co
Colorado
$11M -$17.5M 1 1.95% Reduced
335
WBC
Westpac Banking Corp
Australia
$11M +$3.29M 1 0.17% Increased
336
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$10.9M +$10.5M 1 0.34% New
337
Shelton Capital Management
Shelton Capital Management
Colorado
$10.9M +$9.89M 1 0.63% Increased
338
Profund Advisors
Profund Advisors
Maryland
$10.9M -$1.16M 1 0.52% Reduced
339
Advisor Group
Advisor Group
Arizona
$10.8M +$431K 2 0.08% Increased
340
JCM
Jag Capital Management
Missouri
$10.5M +$8.46M 1 1.19% Increased
341
UC
Unio Capital
New Jersey
$10.5M -$68.8K 1 6.55% Reduced
342
6M
6 Meridian
Kansas
$10.4M -$215K 1 1.05% Reduced
343
PFA
Paradigm Financial Advisors
Missouri
$10.4M -$731K 1 3.82% Reduced
344
Nissay Asset Management
Nissay Asset Management
Japan
$10.3M -$1.35M 1 0.26% Reduced
345
TIM
Thompson Investment Management
Wisconsin
$10.3M -$502K 1 2% Reduced
346
Capital Investment Advisors
Capital Investment Advisors
Georgia
$10.2M -$6.32M 1 0.56% Reduced
347
GW & Wade
GW & Wade
Massachusetts
$10M +$1.76K 1 0.91% Increased
348
PCR
Potrero Capital Research
California
$9.98M $0 1 5.71% Maintained
349
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$9.97M -$6.22K 1 0.43% Reduced
350
IP
Isthmus Partners
Wisconsin
$9.89M +$9.52M 1 2.36% New