← All themes Artificial Intelligence

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
1101
NED
Nancy E. Dempze
$512K +$132K 1 0.9% Increased
1102
CAM
Chesapeake Asset Management
New York
$511K $0 1 0.42% Maintained
1103
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$510K +$118K 1 0.04% Increased
1104
VCAM
Van Cleef Asset Management
Ohio
$510K -$62.1K 1 0.18% Reduced
1105
Busey Bank
Busey Bank
Illinois
$509K +$195K 1 0.07% Increased
1106
RCAG
Rehmann Capital Advisory Group
Michigan
$505K +$150K 1 0.1% Increased
1107
Burney Company
Burney Company
Virginia
$504K -$71.4K 1 0.04% Reduced
1108
BCB
Brian C. Broderick
$500K +$25.8K 1 0.22% Increased
1109
ETrade Capital Management
ETrade Capital Management
Virginia
$499K -$670K 1 0.03% Reduced
1110
RCA
Rowland Carmichael Advisors
Arizona
$499K +$476K 1 0.46% New
1111
SNBOSCI
Security National Bank of Sioux City Iowa
Iowa
$491K -$45.8K 1 0.57% Reduced
1112
SIG
Sky Investment Group
Connecticut
$491K -$282K 1 0.24% Reduced
1113
EC
Eachwin Capital
New York
$487K +$78.6K 1 0.47% Increased
1114
FMLI
Fukoku Mutual Life Insurance
Japan
$484K $0 1 0.11% Maintained
1115
PAIA
Park Avenue Institutional Advisers
New York
$484K -$13K 1 0.42% Reduced
1116
Jefferies Group
Jefferies Group
New York
$483K +$296K 1 0% Increased
1117
KLI
Kelman-Lazarov Inc
Tennessee
$476K +$456K 1 0.28% New
1118
TB
Terril Brothers
Missouri
$476K +$453K 1 0.26% New
1119
Rathbones Group
Rathbones Group
United Kingdom
$475K -$109K 1 0.03% Reduced
1120
GL
GLG LLC
New York
$473K -$2.89M 1 0.03% Reduced
1121
RFA
Reilly Financial Advisors
California
$472K -$191K 2 0.08% Reduced
1122
TWM
Torch Wealth Management
Ohio
$470K -$110K 1 0.35% Reduced
1123
Park National Corp
Park National Corp
Ohio
$469K -$8.87K 1 0.03% Reduced
1124
BCMO
Buckingham Capital Management (Ohio)
Ohio
$459K -$394K 1 0.13% Reduced
1125
ICOA
Investment Centers of America
North Dakota
$459K +$129K 1 0.05% Increased