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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
TSAM
Trinity Street Asset Management
United Kingdom
$15M -$202K 1 1.68% Reduced
402
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$15M +$1.2M 1 0.74% Increased
403
ECG
Edge Capital Group
Georgia
$15M +$1.42M 1 0.93% Increased
404
PWP
Private Wealth Partners
California
$14.9M +$206K 1 1.48% Increased
405
BBA
Baader Bank Aktiengesellschaft
Germany
$14.8M +$15.4K 1 0.75% Increased
406
RCW
Rheos Capital Works
Japan
$14.7M $0 1 0.82% Maintained
407
SCA
Stonebridge Capital Advisors
Minnesota
$14.7M +$273K 1 1.68% Increased
408
TC
TownSquare Capital
Utah
$14.7M -$292K 1 0.32% Reduced
409
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$14.6M -$156K 1 0.24% Reduced
410
MAM
Mark Asset Management
New York
$14.5M +$1.17M 1 2.66% Increased
411
CP
Cumberland Partners
Ontario, Canada
$14.3M +$13.6M 1 1.4% Increased
412
Two Sigma Investments
Two Sigma Investments
New York
$14.3M -$3.01M 1 0.04% Reduced
413
Penserra Capital Management
Penserra Capital Management
California
$14M +$2.43M 2 0.29% Increased
414
FFM
FengHe Fund Management
Singapore
$14M -$98.9M 1 3.14% Reduced
415
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$13.9M +$9.01M 1 0.2% New
416
RGC
Redwood Grove Capital
California
$13.9M $0 1 6.6% Maintained
417
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8M -$206K 2 0.15% Reduced
418
NCM
Noesis Capital Mangement
Florida
$13.8M +$305K 1 3.49% Increased
419
SG Americas Securities
SG Americas Securities
New York
$13.7M +$750K 2 0.16% Increased
420
TCM
Tributary Capital Management
Nebraska
$13.6M +$356K 2 1.26% Increased
421
Washington Trust
Washington Trust
Rhode Island
$13.6M +$1.57M 1 0.61% Increased
422
TS
Tamar Securities
California
$13.3M -$3.23K 1 3.83% Reduced
423
Soros Fund Management
Soros Fund Management
New York
$13.3M +$4.35M 1 0.21% Increased
424
JC
Jacobs & Co
California
$13.3M -$75.3K 1 1.64% Reduced
425
Profund Advisors
Profund Advisors
Maryland
$13M +$1.38M 1 0.81% Increased