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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
CP
Camelot Portfolios
Ohio
$663K -$62.2K 1 0.28% Reduced
1002
WesBanco Bank
WesBanco Bank
West Virginia
$660K -$39.7K 1 0.03% Reduced
1003
Peak Asset Management
Peak Asset Management
Colorado
$654K -$65K 1 0.24% Reduced
1004
MICM
Matthews International Capital Management
California
$651K +$195K 1 0.03% Increased
1005
New England Private Wealth Advisors
New England Private Wealth Advisors
Massachusetts
$646K -$2.46K 1 0.18% Reduced
1006
Avior Wealth Management
Avior Wealth Management
Nebraska
$644K -$151K 1 0.15% Reduced
1007
BCP
Berkeley Capital Partners
Georgia
$643K -$11.1K 1 0.38% Reduced
1008
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$643K +$39.1K 1 0.24% Increased
1009
Dillon & Associates
Dillon & Associates
Michigan
$642K -$250K 1 0.24% Reduced
1010
Trilogy Capital
Trilogy Capital
California
$639K +$10.6K 1 0.09% Increased
1011
Glenview Trust
Glenview Trust
Kentucky
$638K -$39.6K 1 0.05% Reduced
1012
LWM
Lenox Wealth Management
Ohio
$636K -$4.3K 2 0.2% Reduced
1013
SignatureFD
SignatureFD
Georgia
$636K +$31.2K 1 0.07% Increased
1014
Boothbay Fund Management
Boothbay Fund Management
New York
$633K -$317K 1 0.06% Reduced
1015
WPC
White Pine Capital
Minnesota
$631K -$52.1K 1 0.23% Reduced
1016
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
$630K -$36.6K 1 0.26% Reduced
1017
KLWA
Kelly Lawrence W & Associates
California
$629K $0 1 0.12% Maintained
1018
KCM Investment Advisors
KCM Investment Advisors
California
$624K +$45.1K 1 0.04% Increased
1019
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$624K +$30.8K 1 0.24% Increased
1020
WWM
Windsor Wealth Management
Indiana
$622K -$114K 1 0.49% Reduced
1021
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$617K +$614K 1 0.02% New
1022
PCC
Park Circle Company
Maryland
$611K $0 1 0.4% Maintained
1023
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$610K -$10.6K 1 0.04% Reduced
1024
First Financial Bank - Trust Division
First Financial Bank - Trust Division
Ohio
$605K +$151K 1 0.09% Increased
1025
Landscape Capital Management
Landscape Capital Management
New Jersey
$598K +$595K 1 0.05% New