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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
1026
NME
Notis-McConarty Edward
$2.05M +$1.95M 1 1.44% New
1027
HIC
Hartline Investment Corp
Illinois
$2.05M +$73.4K 1 0.71% Increased
1028
ITIM
Indiana Trust & Investment Management
Indiana
$2.04M +$134K 1 1.16% Increased
1029
ABP
Arthur B. Page
$2.04M +$1.93M 1 2.05% New
1030
DLCIG
D.L. Carlson Investment Group
New Hampshire
$2.03M -$169K 1 0.74% Reduced
1031
Greenleaf Trust
Greenleaf Trust
Michigan
$2.03M -$23.9K 1 0.07% Reduced
1032
RA
Rational Advisors
New York
$2.02M -$33.1K 1 0.17% Reduced
1033
WI
WHV Investments
California
$2M -$3.55M 1 0.02% Reduced
1034
NCIM
New Century Investment Management
Michigan
$1.99M -$2.82K 1 1.19% Reduced
1035
MCM
Mazama Capital Management
Oregon
$1.99M -$551K 2 0.99% Reduced
1036
FCT
Family Capital Trust
Massachusetts
$1.98M -$30.9K 1 1.08% Reduced
1037
AIM
Acuity Investment Management
Ontario, Canada
$1.96M +$1.86M 1 0.78% New
1038
CWA
Constellation Wealth Advisors
New York
$1.94M -$260K 1 0.19% Reduced
1039
Whitebox Advisors
Whitebox Advisors
Minnesota
$1.94M +$121K 1 0.08% Increased
1040
G
GlobalBridge
Minnesota
$1.93M +$99K 1 0.96% Increased
1041
PMG
ProVise Management Group
Florida
$1.93M +$17.6K 1 0.5% Increased
1042
FIG
Fortress Investment Group
New York
$1.93M +$196K 1 0.03% Increased
1043
PGIM
Pacific Global Investment Management
California
$1.91M +$80.4K 1 0.31% Increased
1044
MJP
Michael J. Puzo
$1.9M +$474K 1 1.39% Increased
1045
CFA
Carroll Financial Associates
North Carolina
$1.89M +$249K 1 0.67% Increased
1046
CA
Cornerstone Advisors
North Carolina
$1.89M +$282K 1 0.46% Increased
1047
PVH
Psagot Value Holdings
Israel
$1.89M +$211K 1 0.07% Increased
1048
Diversified Trust
Diversified Trust
Tennessee
$1.89M $0 1 0.19% Maintained
1049
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$1.87M -$40.3K 1 0.45% Reduced
1050
P3I
Progeny 3 Inc
Washington
$1.87M -$965K 1 2.03% Reduced