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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
1051
CHC
City Holding Co
West Virginia
$649K +$51.5K 1 0.29% Increased
1052
WCBA
Weaver C. Barksdale & Associates
Tennessee
$647K $0 1 1.12% Maintained
1053
FAM
Formidable Asset Management
Ohio
$642K +$16.5K 1 0.36% Increased
1054
VST
Van Strum & Towne
California
$640K $0 1 0.43% Maintained
1055
ACM
Argentus Capital Management
Texas
$635K -$142K 1 0.27% Reduced
1056
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$631K -$60.9K 1 0.02% Reduced
1057
LCM
Logan Capital Management
Pennsylvania
$627K -$632K 1 0.05% Reduced
1058
PAM
Peak Asset Management
Colorado
$625K $0 1 0.28% Maintained
1059
NPT
Nixon Peabody Trust
Massachusetts
$621K -$301K 1 0.54% Reduced
1060
PP
Palladium Partners
Virginia
$621K -$39.7K 1 0.06% Reduced
1061
KSA
Ken Stern & Associates
California
$618K -$46.3K 1 0.49% Reduced
1062
RCAG
Rehmann Capital Advisory Group
Michigan
$617K +$86.5K 1 0.12% Increased
1063
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$616K +$606K 1 0.36% New
1064
NEPWA
New England Private Wealth Advisors
Massachusetts
$614K -$15.4K 1 0.23% Reduced
1065
DAM
Doheny Asset Management
California
$612K -$52.7K 1 0.31% Reduced
1066
YP
Yellowstone Partners
Idaho
$610K +$40.4K 1 0.26% Increased
1067
PA
Probity Advisors
Texas
$607K +$562K 2 0.27% New
1068
Laurion Capital Management
Laurion Capital Management
New York
$606K +$596K 1 0.01% New
1069
PCMM
Private Capital Management (Minnesota)
Minnesota
$605K -$480K 1 0.6% Reduced
1070
FNB
First Niagara Bank
New York
$603K $0 1 0.17% Maintained
1071
Allstate Corporation
Allstate Corporation
Illinois
$602K -$397K 1 0.04% Reduced
1072
MTIM
Marathon Trading Investment Management
Pennsylvania
$600K +$364K 1 0.1% Increased
1073
WIP
Wellesley Investment Partners
Massachusetts
$598K +$51.1K 1 0.32% Increased
1074
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$591K -$959K 1 0.04% Reduced
1075
DBIA
Dumont & Blake Investment Advisors
New Jersey
$588K -$12.6K 1 0.29% Reduced