← All themes Artificial Intelligence

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
1701
LFM
Lumina Fund Management
New York
$0 -$5.58M 0 – Closed
1702
MTIP
Magee Thomson Investment Partners
California
$0 -$183K 0 – Closed
1703
MSR
Main Street Research
Connecticut
$0 -$4.95M 0 – Closed
1704
Manning & Napier Advisors
Manning & Napier Advisors
New York
$0 -$3.85M 0 – Closed
1705
MSU
Maple Securities USA
New Jersey
$0 -$378K 0 – Closed
1706
MAM
Mark Asset Management
New York
$0 -$453K 0 – Closed
1707
MC
Mathes Company
New York
$0 -$240K 0 – Closed
1708
MFS
McNamara Financial Services
Massachusetts
$0 -$62K 0 – Closed
1709
MSTVIM
Messner & Smith Theme Value Investment Management
California
$0 -$1.18M 0 – Closed
1710
MIM
Miller Investment Management
Pennsylvania
$0 -$204K 0 – Closed
1711
Moore Capital Management
Moore Capital Management
New York
$0 -$11.9M 0 – Closed
1712
NBC
Neuberger Berman Canada
Ontario, Canada
$0 -$334K 0 – Closed
1713
NIP
Nicholas Investment Partners
California
$0 -$2.53M 0 – Closed
1714
NONA
Ninety One North America
New York
$0 -$1.3M 0 – Closed
1715
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$0 -$10.5M 0 – Closed
1716
NAM
NorthCoast Asset Management
Connecticut
$0 -$62.4M 0 – Closed
1717
NIT
NumerixS Investment Technologies
British Columbia, Canada
$0 -$390K 0 – Closed
1718
OCM
Oakwood Capital Management
California
$0 -$4.01M 0 – Closed
1719
Oberweis Asset Management
Oberweis Asset Management
Illinois
$0 -$1.1M 0 – Closed
1720
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$0 -$2.26M 0 – Closed
1721
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0 -$18.6M 0 – Closed
1722
PFG
Pacific Financial Group
Washington
$0 -$37K 0 – Closed
1723
PIM
Partner Investment Management
California
$0 -$2.39M 0 – Closed
1724
PHS
Pekin Hardy Strauss
Illinois
$0 -$570K 0 – Closed
1725
POA
Pergamon Offshore Advisors
New York
$0 -$446K 0 – Closed