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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
526
VFM
Viking Fund Management
North Dakota
$8.25M +$2.81M 1 1.64% Increased
527
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$8.24M $0 1 0.95% Maintained
528
RIL
Rothschild Investment LLC
Illinois
$8.17M -$161K 1 0.75% Reduced
529
DWT
Dorsey & Whitney Trust
South Dakota
$8.17M +$61.5K 1 0.8% Increased
530
ASM
ATW SPAC Management
New York
$8.13M $0 1 1.89% Maintained
531
Weiss Asset Management
Weiss Asset Management
Massachusetts
$8.13M $0 1 0.33% Maintained
532
Vident Investment Advisory
Vident Investment Advisory
Georgia
$8.07M -$22.2M 1 0.3% Reduced
533
OFA
Oak Family Advisors
Illinois
$8.02M +$917K 1 4.29% Increased
534
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$7.92M +$183K 1 0.37% Increased
535
SBIA
Sheaff Brock Investment Advisors
Indiana
$7.89M +$95.9K 1 0.78% Increased
536
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$7.87M -$5.05M 2 0.2% Reduced
537
RP
Rowlandmiller & Partners
Georgia
$7.78M -$212K 1 1.93% Reduced
538
WCMNY
Westchester Capital Management (New York)
New York
$7.77M +$7.74M 1 0.21% New
539
Central Trust Company
Central Trust Company
Missouri
$7.7M -$407K 1 0.24% Reduced
540
CIA
CCM Investment Advisers
South Carolina
$7.69M +$121K 1 1.22% Increased
541
Emerald Advisers
Emerald Advisers
Pennsylvania
$7.66M -$286K 1 0.37% Reduced
542
PEAK6 Investments
PEAK6 Investments
Illinois
$7.66M +$6.09M 2 0.04% Increased
543
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$7.63M +$409K 1 0.22% Increased
544
Wedbush Securities
Wedbush Securities
California
$7.63M -$245K 1 0.42% Reduced
545
Soros Fund Management
Soros Fund Management
New York
$7.62M -$18.4M 1 0.11% Reduced
546
MI
MMCAP International
Cayman Islands
$7.62M $0 1 0.77% Maintained
547
Prudential plc
Prudential plc
United Kingdom
$7.56M +$2.53M 1 0.09% Increased
548
Ancora Advisors
Ancora Advisors
Ohio
$7.52M +$1.25M 2 0.22% Increased
549
PIM
Perpetual Investment Management
Australia
$7.49M +$7.97M 1 0.89% New
550
AQR Arbitrage
AQR Arbitrage
Connecticut
$7.47M $0 1 0.19% Maintained