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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
SAM
Selway Asset Management
$4M +$3.79M 1 2.24% Increased
602
Strategic Financial Services
Strategic Financial Services
New York
$3.99M +$76.6K 1 0.73% Increased
603
BBI
Baxter Bros Inc
Connecticut
$3.98M +$594K 1 1.24% Increased
604
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$3.96M -$1.12M 1 0.22% Reduced
605
NBT Bank
NBT Bank
New York
$3.96M -$193K 1 0.66% Reduced
606
Mengis Capital Management
Mengis Capital Management
Oregon
$3.94M +$371K 1 2.89% Increased
607
Fiduciary Trust
Fiduciary Trust
Massachusetts
$3.93M -$417K 1 0.12% Reduced
608
RAM
Roumell Asset Management
Maryland
$3.88M -$2M 1 10.6% Reduced
609
Pacer Advisors
Pacer Advisors
Pennsylvania
$3.86M +$600K 1 0.47% Increased
610
Hendershot Investments
Hendershot Investments
Virginia
$3.85M +$271K 1 1.79% Increased
611
HC
Hourglass Capital
Texas
$3.83M -$33.7K 1 0.92% Reduced
612
Kanawha Capital Management
Kanawha Capital Management
Virginia
$3.82M +$467K 1 0.61% Increased
613
WDA
Wendell David Associates
New Hampshire
$3.81M -$393K 1 0.73% Reduced
614
SCA
Snowden Capital Advisors
New York
$3.8M +$71.1K 1 0.83% Increased
615
VFA
Virtus Fund Advisers
Connecticut
$3.79M +$638 1 0.04% Increased
616
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.78M +$201K 1 0.31% Increased
617
AssetMark Inc
AssetMark Inc
California
$3.78M +$3.03M 1 0.05% Increased
618
UMB Bank
UMB Bank
Missouri
$3.73M -$330K 1 0.13% Reduced
619
Ionic Capital Management
Ionic Capital Management
New York
$3.72M +$286K 1 0.23% Increased
620
AGF Investments LLC
AGF Investments LLC
Ontario, Canada
$3.71M +$284K 1 0.93% Increased
621
HL Financial Services
HL Financial Services
Kentucky
$3.71M -$751K 1 0.08% Reduced
622
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$3.7M -$3.21M 1 0.35% Reduced
623
FBC
Fairfield, Bush & Co
Connecticut
$3.7M -$693K 1 1.15% Reduced
624
Polar Capital
Polar Capital
United Kingdom
$3.7M -$2.06M 1 0.06% Reduced
625
RMSCM
R.M. Sincerbeaux Capital Management
New York
$3.68M +$2.09M 1 3.42% Increased