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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
1076
TA
TFG Advisers
Michigan
$378K +$8.21K 1 0.27% Increased
1077
VCAM
Van Cleef Asset Management
Ohio
$378K $0 1 0.09% Maintained
1078
FC
Fairpointe Capital
Illinois
$376K +$64.8K 1 0.01% Increased
1079
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$372K -$791K 1 0.07% Reduced
1080
Gabelli Funds
Gabelli Funds
New York
$371K $0 1 0% Maintained
1081
RMCM
Reynders McVeigh Capital Management
Massachusetts
$371K -$74.9K 1 0.04% Reduced
1082
CCA
Cobblestone Capital Advisors
New York
$369K -$14.9K 1 0.03% Reduced
1083
RPAM
Rhenman & Partners Asset Management
Sweden
$369K $0 1 0.04% Maintained
1084
AAM
Azzad Asset Management
Virginia
$368K -$1.39K 1 0.11% Reduced
1085
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$367K -$14.7K 1 0.06% Reduced
1086
ARMT
Amica Retiree Medical Trust
Rhode Island
$366K $0 1 0.32% Maintained
1087
CFIA
Cantor Fitzgerald Investment Advisors
New York
$365K $0 1 0.06% Maintained
1088
CC
Cedar Capital
Illinois
$365K -$5.99K 1 0.16% Reduced
1089
LJHT
Laurie J. Hall Trustee
$362K $0 2 0.19% Maintained
1090
AMIM
Aull & Monroe Investment Management
Alabama
$361K -$16.2K 1 0.19% Reduced
1091
CFA
Carroll Financial Associates
North Carolina
$360K +$28.7K 1 0.03% Increased
1092
ACPU
Arrowgrass Capital Partners (US)
Delaware
$358K +$338K 1 0.01% New
1093
ZB
Zions Bancorporation
Utah
$357K +$338K 1 0.06% New
1094
ANB
Amarillo National Bank
Texas
$355K $0 1 0.14% Maintained
1095
BA
Bennicas & Associates
California
$355K -$10.8K 1 0.31% Reduced
1096
LJAC
L.J. Altfest & Co
New York
$353K +$334K 1 0.09% New
1097
Plancorp LLC
Plancorp LLC
Missouri
$353K +$22.3K 1 0.13% Increased
1098
VNA
Valley National Advisers
Pennsylvania
$353K +$13K 1 0.1% Increased
1099
VI
Versor Investments
New York
$353K +$335K 1 0.03% New
1100
CFSG
Community Financial Services Group
Vermont
$352K $0 1 0.12% Maintained