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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
1501
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$0 -$1.23M 0 – Closed
1502
PRCM
Pine River Capital Management
Minnesota
$0 -$4.03M 0 – Closed
1503
Prospera Financial Services
Prospera Financial Services
Texas
$0 -$238K 0 – Closed
1504
RP
Realm Partners
New York
$0 -$2.75M 0 – Closed
1505
Regents of the University of California
Regents of the University of California
California
$0 -$288K 0 – Closed
1506
Robeco Schweiz
Robeco Schweiz
Switzerland
$0 -$733K 0 – Closed
1507
SCA
Salient Capital Advisors
Texas
$0 -$274K 0 – Closed
1508
SIG
Schooner Investment Group
Pennsylvania
$0 -$1.52M 0 – Closed
1509
SKK
Shepherd Kaplan Krochuk
Massachusetts
$0 -$253K 0 – Closed
1510
SBCM
Silver Bridge Capital Management
Massachusetts
$0 -$4.07M 0 – Closed
1511
SMA
Simply Money Advisors
Ohio
$0 -$3K 0 – Closed
1512
SCM
Sirios Capital Management
Massachusetts
$0 -$8.42M 0 – Closed
1513
SCM
Stevens Capital Management
Pennsylvania
$0 -$30.9M 0 – Closed
1514
SCM
Suffolk Capital Management
New York
$0 -$2.37M 0 – Closed
1515
TP
Tesuji Partners
New Jersey
$0 -$104M 0 – Closed
1516
Tiger Global Management
Tiger Global Management
New York
$0 -$85.5M 0 – Closed
1517
TCM
Timpani Capital Management
Wisconsin
$0 -$1.34M 0 – Closed
1518
TC
Travelers Companies
Minnesota
$0 -$45K 0 – Closed
1519
UM
Ulysses Management
New York
$0 -$2.14M 0 – Closed
1520
VanEck Associates
VanEck Associates
New York
$0 -$12.2M 0 – Closed
1521
Viking Global Investors
Viking Global Investors
Connecticut
$0 -$144M 0 – Closed
1522
VAM
Visium Asset Management
New York
$0 -$214K 0 – Closed
1523
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$0 -$117M 0 – Closed
1524
WC
Whitnell & Co
Illinois
$0 -$19K 0 – Closed
1525
ZAM
Zenit Asset Management
Sweden
$0 -$5.62M 0 – Closed