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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
976
PFM
Parsec Financial Management
North Carolina
$712K -$193K 1 0.05% Reduced
977
PFSC
Peoples Financial Services Corp
Pennsylvania
$712K +$327K 1 0.4% Increased
978
VWM
Venturi Wealth Management
Texas
$712K $0 1 0.13% Maintained
979
HWA
HCR Wealth Advisors
California
$710K -$1.45K 1 0.23% Reduced
980
PFS
Physicians Financial Services
North Carolina
$709K -$279 1 0.53% Reduced
981
KSA
Ken Stern & Associates
California
$706K -$15.2K 1 0.33% Reduced
982
RFA
Reilly Financial Advisors
California
$705K +$120K 2 0.1% Increased
983
BCAM
Boston Common Asset Management
Massachusetts
$703K +$161K 1 0.09% Increased
984
CA
Cambridge Advisors
Nebraska
$694K -$9.04K 1 0.25% Reduced
985
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$693K +$57.3K 1 0.14% Increased
986
BLA
Balter Liquid Alternatives
Massachusetts
$688K +$514K 1 0.54% Increased
987
FQ
First Quadrant
California
$685K $0 1 0.01% Maintained
988
BHBT
Burke & Herbert Bank & Trust
Virginia
$684K $0 1 0.62% Maintained
989
Colony Group
Colony Group
Massachusetts
$684K -$9.21K 1 0.04% Reduced
990
IP
Intellectus Partners
California
$684K $0 1 0.25% Maintained
991
APA
American Portfolios Advisors
New York
$683K -$264K 2 0.09% Reduced
992
AI
ArchPoint Investors
Florida
$682K +$40.5K 1 0.2% Increased
993
PR
Payden & Rygel
California
$679K $0 1 0.05% Maintained
994
GIM
Guardian Investment Management
California
$678K +$675K 1 0.65% New
995
FMBTD
First Midwest Bank Trust Division
Illinois
$677K +$375K 1 0.1% Increased
996
HCMNY
Howard Capital Management (New York)
New York
$673K -$112K 1 0.1% Reduced
997
BA
Bennicas & Associates
California
$671K -$5.58K 1 0.6% Reduced
998
VST
Van Strum & Towne
California
$671K $0 1 0.46% Maintained
999
MA
Mutual Advisors
Nebraska
$666K +$4.86K 1 0.15% Increased
1000
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$665K +$23.3K 1 0.01% Increased