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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
1651
KCM
Karp Capital Management
California
$0 -$12.2K 1 0% Reduced
1652
KAH
Kathryn A. Hall
$0 -$374K 0 – Closed
1653
LCM
Landscape Capital Management
New Jersey
$0 -$395K 0 – Closed
1654
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$0 -$265K 0 – Closed
1655
LK
Lumbard & Kellner
New Hampshire
$0 -$2.21M 0 – Closed
1656
LSC
Lyon Street Capital
California
$0 -$1.18M 0 – Closed
1657
MC
Maplelane Capital
New York
$0 -$1.89M 1 0% Reduced
1658
MP
Marlowe Partners
New York
$0 -$6.35M 0 – Closed
1659
Martingale Asset Management
Martingale Asset Management
Massachusetts
$0 -$10.7M 0 – Closed
1660
MPM
Meritage Portfolio Management
Kansas
$0 -$7.12M 0 – Closed
1661
MUSU
Mitsubishi UFJ Securities (USA)
New York
$0 -$527K 0 – Closed
1662
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$0 -$229K 0 – Closed
1663
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$0 -$518K 0 – Closed
1664
NSLI
Nan Shan Life Insurance
Taiwan
$0 -$7.41M 0 – Closed
1665
NCM
Narwhal Capital Management
Georgia
$0 -$465K 0 – Closed
1666
Natixis
Natixis
France
$0 -$41.7M 0 – Closed
1667
Needham Investment Management
Needham Investment Management
New York
$0 -$347K 0 – Closed
1668
Nicholas Company
Nicholas Company
Wisconsin
$0 -$1.04M 0 – Closed
1669
NMIS
Northwestern Mutual Investment Services
Wisconsin
$0 -$12K 0 – Closed
1670
OIM
Orca Investment Management
Oregon
$0 -$417K 0 – Closed
1671
OAM
Orinda Asset Management
California
$0 -$85K 0 – Closed
1672
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$0 -$158K 0 – Closed
1673
PHAM
Palisades Hudson Asset Management
Florida
$0 -$282K 0 – Closed
1674
PAMG
Patton Albertson Miller Group
Tennessee
$0 -$314K 0 – Closed
1675
PNAA
Pictet North America Advisors
Switzerland
$0 -$1.25M 0 – Closed