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 | |
|---|---|---|---|---|---|---|---|
| 1601 |
TS
Twin Securities
New York
| $0 | -$5.94M | 0 | – | Closed |
|
| 1602 |
TCM
Tygh Capital Management
Portland,
Oregon
| $0 | -$3.46M | 0 | – | Closed |
|
| 1603 |
UF
Univest Financial
Souderton,
Pennsylvania
| $0 | -$359K | 0 | – | Closed |
|
| 1604 |
VAM
Verity Asset Management
Durham,
North Carolina
| $0 | -$299K | 0 | – | Closed |
|
| 1605 |
VCM
Vigilant Capital Management
Portland,
Maine
| $0 | -$18K | 0 | – | Closed |
|
| 1606 |
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $0 | -$1.48M | 0 | – | Closed |
|
| 1607 |
WDL
Well Done LLC
Holland,
Michigan
| $0 | -$97K | 0 | – | Closed |
|
| 1608 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
| $0 | -$70K | 0 | – | Closed |
|
| 1609 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
| $0 | -$277K | 0 | – | Closed |
|
| 1610 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $0 | -$15K | 0 | – | Closed |
|
| 1611 |
Zevenbergen Capital Investments
Edmonds,
Washington
| $0 | -$419K | 0 | – | Closed |
|
| 1612 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
| $0 | -$232K | 0 | – | Closed |
|