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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
526
MPW
MA Private Wealth
California
$3.11M $0 1 0.99% Maintained
527
Scout Investments
Scout Investments
Missouri
$3.1M -$92.8K 1 0.06% Reduced
528
SRAM
Stone Ridge Asset Management
New York
$3.1M +$1.04M 1 0.18% Increased
529
Wedbush Securities
Wedbush Securities
California
$3.08M -$68.5K 1 0.33% Reduced
530
CCM
Campbell Capital Management
Florida
$3.07M +$2.91M 1 2.22% New
531
MCM
Marathon Capital Management
Maryland
$3.05M -$48.9K 2 1.36% Reduced
532
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.03M +$126K 1 0.24% Increased
533
RIM
Redwood Investment Management
Arizona
$3.02M +$2.86M 1 1.29% New
534
ACM
Adalta Capital Management
New York
$3.02M $0 1 2.29% Maintained
535
EMG
ETF Managers Group
New Jersey
$3.02M -$187K 2 0.15% Reduced
536
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$3.02M +$10.1K 1 0.29% Increased
537
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$3.01M -$136K 1 0.09% Reduced
538
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$3.01M -$6.92K 1 0.02% Reduced
539
RHDIC
R.H. Dinel Investment Counsel
California
$3.01M $0 1 2.97% Maintained
540
Veritable
Veritable
Delaware
$2.99M -$290K 1 0.06% Reduced
541
MWM
Marietta Wealth Management
Georgia
$2.99M -$310K 1 1.23% Reduced
542
SCP
Shorepoint Capital Partners
Massachusetts
$2.94M +$2.78M 1 1.66% New
543
FFA
Fragasso Financial Advisors
Pennsylvania
$2.92M +$757K 1 0.62% Increased
544
AAMA
Advanced Asset Management Advisors
Ohio
$2.9M $0 1 1.04% Maintained
545
Miracle Mile Advisors
Miracle Mile Advisors
California
$2.89M +$538K 1 0.23% Increased
546
SST
S Squared Technology
New York
$2.88M $0 1 2.22% Maintained
547
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.87M +$5.4K 2 0.04% Increased
548
HL
HeadInvest LLC
Maine
$2.87M -$2.74M 1 0.8% Reduced
549
MCP
Martin Capital Partners
Oregon
$2.86M +$528K 1 2.21% Increased
550
LTI
Laffer Tengler Investments
Tennessee
$2.85M $0 1 0.77% Maintained