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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
TIA
Trust Investment Advisors
Indiana
$804K -$38.6K 1 0.95% Reduced
1002
RCA
Rowland Carmichael Advisors
Arizona
$803K +$276K 1 0.51% Increased
1003
GAMCO Investors
GAMCO Investors
Connecticut
$800K -$4.11K 1 0.01% Reduced
1004
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$797K -$43.8K 1 0.45% Reduced
1005
WP
WMS Partners
Maryland
$794K +$47.3K 1 0.11% Increased
1006
QCMC
Quantum Capital Management (California)
California
$792K -$6.38K 1 0.11% Reduced
1007
HBK Investments
HBK Investments
Texas
$789K +$776K 1 0.01% New
1008
WCA
Westover Capital Advisors
Delaware
$789K +$111K 1 0.65% Increased
1009
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$787K $0 1 0.11% Maintained
1010
BO
Bank OZK
Arkansas
$784K +$109K 1 0.28% Increased
1011
MHIC
Marble Harbor Investment Counsel
Massachusetts
$784K -$87.4K 1 0.19% Reduced
1012
SC
Schulhoff & Co
Ohio
$783K +$48K 1 0.49% Increased
1013
OC
Oakworth Capital
Alabama
$781K -$13.6K 1 0.29% Reduced
1014
HW
Hedeker Wealth
Illinois
$779K +$766K 1 0.68% New
1015
PMG
ProVise Management Group
Florida
$776K +$10.5K 1 0.14% Increased
1016
SIC
Schwartz Investment Counsel
Michigan
$774K +$31.6K 1 0.06% Increased
1017
IIA
IPG Investment Advisors
California
$770K $0 1 0.32% Maintained
1018
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
$768K -$152K 1 0.25% Reduced
1019
BA
Bennicas & Associates
California
$767K $0 1 0.69% Maintained
1020
RA
Rational Advisors
New York
$766K +$754K 1 0.53% New
1021
MC
Moors & Cabot
Massachusetts
$765K -$196K 1 0.13% Reduced
1022
OMCS
Old Mutual Customised Solutions
South Africa
$761K -$1.09M 1 0.19% Reduced
1023
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$759K +$221K 1 0.05% Increased
1024
PVWM
Point View Wealth Management
New Jersey
$757K +$276K 1 0.46% Increased
1025
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$748K +$52.7K 1 0.05% Increased