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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
1701
Swedbank
Swedbank
Sweden
$0 -$58.8M 0 – Closed
1702
TM
Thrax Management
New York
$0 -$7.82M 0 – Closed
1703
TC
TradeLink Capital
Illinois
$0 -$239K 0 – Closed
1704
TBA
Train Babcock Advisors
New York
$0 -$206K 0 – Closed
1705
UBS O'Connor
UBS O'Connor
Illinois
$0 -$10.3M 0 – Closed
1706
USS Investment Management
USS Investment Management
United Kingdom
$0 -$13.5M 0 – Closed
1707
VHAM
Van Hulzen Asset Management
California
$0 -$188K 0 – Closed
1708
VAM
Visionary Asset Management
Texas
$0 -$3.4M 0 – Closed
1709
VVP
Vulcan Value Partners
Alabama
$0 -$146M 0 – Closed
1710
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0 -$714K 0 – Closed
1711
WFI
West Family Investments
California
$0 -$1.07M 0 – Closed
1712
Westwood Holdings Group
Westwood Holdings Group
Texas
$0 -$3.77M 0 – Closed
1713
WBG
Wharton Business Group
Pennsylvania
$0 -$237K 0 – Closed
1714
WA1
Wimmer Associates 1
California
$0 -$212K 0 – Closed
1715
Wolverine Asset Management
Wolverine Asset Management
Illinois
$0 -$174K 0 – Closed
1716
YCMGA
York Capital Management Global Advisors
New York
$0 -$3.25M 0 – Closed