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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
1726
PHS
PFM Health Sciences
California
$0 -$33.3M 0 – Closed
1727
PHK
Point72 Hong Kong
Hong Kong
$0 $0 0 – Closed
1728
PCMF
Private Capital Management (Florida)
Florida
$0 -$15.5M 0 – Closed
1729
PIM
Provident Investment Management
Michigan
$0 -$400K 0 – Closed
1730
QIM
Quantitative Investment Management
Virginia
$0 -$7.44M 0 – Closed
1731
RCM
Raging Capital Management
New Jersey
$0 -$8.25M 0 – Closed
1732
RT
Reliance Trust
Georgia
$0 -$843K 0 – Closed
1733
RNC Capital Management
RNC Capital Management
California
$0 -$219K 0 – Closed
1734
Ruffer LLP
Ruffer LLP
United Kingdom
$0 -$3.1M 0 – Closed
1735
Sageworth Trust
Sageworth Trust
Pennsylvania
$0 -$599K 0 – Closed
1736
SM
Seminole Management
New York
$0 -$13.4M 0 – Closed
1737
SM
Southport Management
Wyoming
$0 -$380K 0 – Closed
1738
SAS
Spectrum Advisory Services
Georgia
$0 -$218K 0 – Closed
1739
SMG
Spectrum Management Group
Indiana
$0 -$1.03M 0 – Closed
1740
SI
Standard Investments
New York
$0 -$1.27M 0 – Closed
1741
SWM
Strategic Wealth Management
Washington
$0 -$719K 0 – Closed
1742
SEM
Suncoast Equity Management
Florida
$0 -$3.69M 0 – Closed
1743
TCP
TAMRO Capital Partners
Virginia
$0 -$1.46M 0 – Closed
1744
TTWM
TCV Trust & Wealth Management
Virginia
$0 -$211K 0 – Closed
1745
Temasek Holdings
Temasek Holdings
Singapore
$0 -$449M 0 – Closed
1746
TPCM
Tide Point Capital Management
Connecticut
$0 -$12.7M 0 – Closed
1747
TM
TigerShark Management
New York
$0 -$892K 0 – Closed
1748
TCM
Tran Capital Management
California
$0 -$201K 0 – Closed
1749
TSBJ
Trevor, Stewart, Burton & Jacobsen
New York
$0 -$2.99M 0 – Closed
1750
VHAM
Van Hulzen Asset Management
California
$0 -$2.15M 0 – Closed