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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
601
PWM
Patriot Wealth Management
Texas
$4.08M +$127K 1 0.94% Increased
602
GCP
GSA Capital Partners
United Kingdom
$4.08M +$125K 2 0.2% Increased
603
OWD
Osborn Williams & Donohoe
Ohio
$4.08M -$600K 1 0.88% Reduced
604
HBK Investments
HBK Investments
Texas
$4.06M +$2.03M 1 0.04% Increased
605
Scout Investments
Scout Investments
Missouri
$4.05M -$1.09M 1 0.09% Reduced
606
AIC
Argus Investors Counsel
New York
$4M +$155K 1 1.74% Increased
607
FCI
Financial Counselors Inc
Kansas
$3.99M -$2.23M 1 0.27% Reduced
608
UR
USCA RIA
Texas
$3.96M +$2.63M 1 0.99% Increased
609
UBWV
United Bank (West Virginia)
West Virginia
$3.94M +$246K 1 2.04% Increased
610
CAM
CG Asset Management
New York
$3.94M -$1.2M 1 1.66% Reduced
611
CI
Constellation Investments
Ohio
$3.93M -$147K 1 0.81% Reduced
612
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$3.87M -$927K 1 0.02% Reduced
613
JC
Jacobs & Co
California
$3.84M -$86.6K 1 1.02% Reduced
614
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.83M -$227K 1 0.09% Reduced
615
MCM
Maple Capital Management
Vermont
$3.83M +$867K 1 1.42% Increased
616
APFBOT
Amica Pension Fund Board of Trustees
Rhode Island
$3.83M $0 1 0.53% Maintained
617
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$3.79M -$559K 1 0.15% Reduced
618
GIM
Goelzer Investment Management
Indiana
$3.79M -$2.52M 1 0.6% Reduced
619
SFP
Santa Fe Partners
New Mexico
$3.78M +$2.66M 1 0.5% Increased
620
Numeric Investors
Numeric Investors
Massachusetts
$3.77M +$1.26M 2 0.04% Increased
621
FPCP
Fort Point Capital Partners
California
$3.77M +$4.17M 1 2.31% New
622
AIM
Arcadia Investment Management
Michigan
$3.75M -$1.62M 1 1.15% Reduced
623
CMBA
C.M. Bidwell & Associates
Hawaii
$3.73M +$4.13M 1 0.92% New
624
WCF
West Coast Financial
California
$3.67M +$133K 1 1.64% Increased
625
Stephens Inc
Stephens Inc
Arkansas
$3.66M +$522K 1 0.19% Increased