← 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
401
Laurion Capital Management
Laurion Capital Management
New York
$13.8M -$13.8M 1 0.06% Reduced
402
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$13.8M -$4.86M 2 0.11% Reduced
403
Grimes & Company
Grimes & Company
Massachusetts
$13.8M -$55.5K 1 0.58% Reduced
404
CCM
Cinctive Capital Management
New York
$13.8M -$15.2M 2 0.67% Reduced
405
NI
Nepsis Inc
Minnesota
$13.7M +$255K 1 4.6% Increased
406
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$13.6M -$202K 1 0.34% Reduced
407
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$13.6M -$2.89M 1 0.39% Reduced
408
NGM
North Growth Management
British Columbia, Canada
$13.6M $0 1 3.09% Maintained
409
OKSA
O'Keefe Stevens Advisory
New York
$13.6M +$279K 1 8.07% Increased
410
NRS
Neville Rodie & Shaw
New York
$13.3M -$1.18M 1 1.25% Reduced
411
Hosking Partners
Hosking Partners
United Kingdom
$13.2M +$6.83M 1 0.54% Increased
412
TSAM
Trinity Street Asset Management
United Kingdom
$13.1M +$2.21M 1 2.13% Increased
413
TCW Group
TCW Group
California
$13.1M +$791K 1 0.19% Increased
414
Trexquant Investment
Trexquant Investment
Connecticut
$13M +$522K 1 0.37% Increased
415
TC
TownSquare Capital
Utah
$12.9M -$1.43M 1 0.32% Reduced
416
Frontier Capital Management
Frontier Capital Management
Massachusetts
$12.9M -$2.17M 1 0.14% Reduced
417
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$12.9M -$1.49M 1 0.21% Reduced
418
First Pacific Advisors
First Pacific Advisors
California
$12.8M +$12.5M 2 0.2% Increased
419
WestEnd Advisors
WestEnd Advisors
North Carolina
$12.8M -$1.56M 1 0.42% Reduced
420
BBA
Baader Bank Aktiengesellschaft
Germany
$12.7M +$3.94M 1 0.61% Increased
421
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$12.7M -$733K 1 0.21% Reduced
422
Seizert Capital Partners
Seizert Capital Partners
Michigan
$12.7M +$4.42M 1 0.67% Increased
423
RCW
Rheos Capital Works
Japan
$12.7M $0 1 0.76% Maintained
424
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$12.6M +$1.21M 1 0.24% Increased
425
PWP
Private Wealth Partners
California
$12.6M +$341K 1 1.44% Increased