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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
401
NI
Nepsis Inc
Minnesota
$15.4M +$450K 1 5.25% Increased
402
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$15.2M -$4.75M 2 0.12% Reduced
403
OKSA
O'Keefe Stevens Advisory
New York
$15.2M +$605K 1 9.33% Increased
404
Daiwa Securities Group
Daiwa Securities Group
Japan
$15.2M +$582K 2 0.12% Increased
405
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$15.1M +$1.61M 1 0.2% Increased
406
DJSG
D.J. St. Germain
Massachusetts
$15M -$197K 1 0.99% Reduced
407
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$14.9M +$104K 1 0.46% Increased
408
RCW
Rheos Capital Works
Japan
$14.7M -$17.7M 1 1.11% Reduced
409
NIG
NFJ Investment Group
Texas
$14.7M +$15.6M 1 0.35% New
410
Cartenna Capital
Cartenna Capital
Connecticut
$14.7M +$7.47M 1 3.85% Increased
411
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$14.6M -$8.34M 1 0.24% Reduced
412
SCA
Stonebridge Capital Advisors
Minnesota
$14.5M +$619K 1 1.76% Increased
413
Covington Capital Management
Covington Capital Management
California
$14.5M +$3.95M 1 0.59% Increased
414
MAM
Meeder Asset Management
Ohio
$14.3M +$888K 1 0.83% Increased
415
Kestra Advisory Services
Kestra Advisory Services
Texas
$14.3M -$1.13M 1 0.15% Reduced
416
NPA
Nichols & Pratt Advisers
Massachusetts
$14.2M +$630K 1 1.16% Increased
417
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$14.1M +$784K 1 0.4% Increased
418
Walleye Trading
Walleye Trading
New York
$14.1M +$10.1M 2 0.05% Increased
419
JCM
Jag Capital Management
Missouri
$13.9M +$463K 1 1.72% Increased
420
RGC
Redwood Grove Capital
California
$13.9M $0 1 7.54% Maintained
421
PWP
Private Wealth Partners
California
$13.8M -$1.35M 1 1.61% Reduced
422
Madison Asset Management
Madison Asset Management
Wisconsin
$13.8M +$11K 1 0.22% Increased
423
Boothbay Fund Management
Boothbay Fund Management
New York
$13.6M +$2.96M 2 0.36% Increased
424
Squarepoint
Squarepoint
New York
$13.5M -$5.2M 2 0.07% Reduced
425
MC
Maplelane Capital
New York
$13.4M -$18.5M 1 1.18% Reduced