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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
1626
LSA
L & S Advisors
California
$0 -$4.2M 0 – Closed
1627
Magellan Asset Management
Magellan Asset Management
Australia
$0 -$25K 0 – Closed
1628
MAS
Managed Account Services
Florida
$0 -$234K 0 – Closed
1629
Marshall Wace North America
Marshall Wace North America
New York
$0 -$806K 0 – Closed
1630
MICM
Matthews International Capital Management
California
$0 -$238K 0 – Closed
1631
ML
McAdam LLC
Pennsylvania
$0 -$38K 0 – Closed
1632
MWPCG
Measured Wealth Private Client Group
New Hampshire
$0 -$113K 0 – Closed
1633
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$0 -$247K 0 – Closed
1634
MPM
Meritage Portfolio Management
Kansas
$0 -$4.96M 0 – Closed
1635
MJP
Michael J. Puzo
$0 -$467K 0 – Closed
1636
MUS
Mitsubishi UFJ Securities
Japan
$0 -$109K 0 – Closed
1637
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$0 -$225K 0 – Closed
1638
MBT
Montecito Bank & Trust
California
$0 -$224K 0 – Closed
1639
MCM
Monument Capital Management
Virginia
$0 -$4K 0 – Closed
1640
MWVC
Morgens Waterfall Vintiadis & Co
New York
$0 -$3.24M 0 – Closed
1641
NBG
Nancy B. Gardiner
$0 -$230K 0 – Closed
1642
NIMI
Natixis Investment Managers International
France
$0 -$2.11M 0 – Closed
1643
NRS
Neville Rodie & Shaw
New York
$0 -$220K 0 – Closed
1644
NCA
Newbrook Capital Advisors
New York
$0 -$40.5M 0 – Closed
1645
NO
Ninety One
South Africa
$0 -$1.85M 0 – Closed
1646
NC
Northpointe Capital
Michigan
$0 -$3.04M 0 – Closed
1647
NL
NVWM LLC
Pennsylvania
$0 -$1K 0 – Closed
1648
OAM
Oxford Asset Management
United Kingdom
$0 -$9.59M 0 – Closed
1649
PAMG
Patton Albertson Miller Group
Tennessee
$0 -$89K 0 – Closed
1650
PWPCM
Perella Weinberg Partners Capital Management
New York
$0 -$11.2M 0 – Closed