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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
1001
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$778K -$10K 1 0.14% Reduced
1002
Cetera Advisors
Cetera Advisors
Colorado
$777K +$209K 1 0.07% Increased
1003
SJIM
St. Johns Investment Management
Florida
$768K +$23.8K 1 0.68% Increased
1004
GAMCO Investors
GAMCO Investors
Connecticut
$767K +$731K 1 0.01% New
1005
HWP
Hefty Wealth Partners
Indiana
$763K +$728K 1 0.71% New
1006
QCMC
Quantum Capital Management (California)
California
$762K +$93.1K 1 0.1% Increased
1007
Davenport & Co
Davenport & Co
Virginia
$759K -$120K 1 0.01% Reduced
1008
PCM
Prelude Capital Management
New York
$755K -$1.43M 1 0.11% Reduced
1009
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$752K -$234K 1 0.11% Reduced
1010
LIM
Leavell Investment Management
Alabama
$749K -$702K 1 0.11% Reduced
1011
ACM
Argentus Capital Management
Texas
$743K +$164K 1 0.26% Increased
1012
OC
Oakworth Capital
Alabama
$742K +$17.1K 1 0.3% Increased
1013
IIA
IPG Investment Advisors
California
$735K -$109K 1 0.33% Reduced
1014
BA
Bennicas & Associates
California
$732K $0 1 0.7% Maintained
1015
PMG
ProVise Management Group
Florida
$730K -$29K 1 0.15% Reduced
1016
MYAM
Meiji Yasuda Asset Management
Japan
$722K -$94.1K 1 0.16% Reduced
1017
First Merchants Corp
First Merchants Corp
Indiana
$721K -$21.9K 1 0.26% Reduced
1018
Simplicity Solutions
Simplicity Solutions
Minnesota
$721K -$2.05M 1 0.44% Reduced
1019
WP
WMS Partners
Maryland
$713K -$10.4K 1 0.1% Reduced
1020
KIA
Kopp Investment Advisors
Minnesota
$710K +$98.8K 1 0.39% Increased
1021
SIC
Schwartz Investment Counsel
Michigan
$708K $0 1 0.05% Maintained
1022
SC
Schulhoff & Co
Ohio
$701K +$29.2K 1 0.46% Increased
1023
AIM
Anchor Investment Management
South Carolina
$701K +$668K 1 0.29% New
1024
SFM
Systematic Financial Management
New Jersey
$699K -$1.36M 1 0.01% Reduced
1025
VFA
Voya Financial Advisors
Connecticut
$698K +$98.9K 1 0.1% Increased