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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
626
BAC
Boys Arnold & Co
North Carolina
$3.2M +$537K 1 0.35% Increased
627
GHA
Garcia Hamilton & Associates
Texas
$3.19M +$92.6K 1 1.87% Increased
628
Daiwa Securities Group
Daiwa Securities Group
Japan
$3.19M +$143K 2 0.02% Increased
629
SPC
Standard Pacific Capital
California
$3.19M +$3.4M 1 3.46% New
630
GA
Geneva Advisors
Illinois
$3.17M -$87.6K 1 0.06% Reduced
631
Nippon Life Insurance
Nippon Life Insurance
Japan
$3.17M -$241K 1 0.08% Reduced
632
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$3.17M +$154K 1 1.38% Increased
633
Tredje AP-fonden
Tredje AP-fonden
Sweden
$3.16M +$635K 1 0.2% Increased
634
Ninety One (UK)
Ninety One (UK)
United Kingdom
$3.15M -$33.4M 1 0.02% Reduced
635
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$3.13M +$238K 1 0.23% Increased
636
WCF
West Coast Financial
California
$3.13M -$303K 1 1.31% Reduced
637
DG
Davidson & Garrard
Virginia
$3.1M +$95.7K 1 0.77% Increased
638
Evercore Wealth Management
Evercore Wealth Management
New York
$3.1M -$2.8M 2 0.14% Reduced
639
CC
Clearline Capital
New York
$3.09M -$2.65M 1 0.48% Reduced
640
AHC
Adell Harriman & Carpenter
Texas
$3.08M -$875K 1 0.83% Reduced
641
KFP
Keystone Financial Planning
Ohio
$3.08M +$14.1K 1 2.33% Increased
642
WPIC
White Pine Investment Company
Michigan
$3.06M -$1.87K 1 1.89% Reduced
643
JPC
Jackson Park Capital
Utah
$3.05M +$587K 1 3.15% Increased
644
SAM
Selway Asset Management
$3.05M -$166K 1 2.04% Reduced
645
First National Trust
First National Trust
Pennsylvania
$3.04M -$55.8K 1 0.48% Reduced
646
PAM
Princeton Alpha Management
New Jersey
$3.03M +$62K 1 0.52% Increased
647
SCM
Sirios Capital Management
Massachusetts
$3.03M +$3.06M 1 0.11% New
648
WIC
Woodmont Investment Counsel
Tennessee
$3M +$623K 1 0.88% Increased
649
CAM
Cypress Asset Management
Texas
$3M -$927K 1 0.6% Reduced
650
HCM
Harvey Capital Management
Florida
$3M -$133K 1 1.18% Reduced