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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
1101
EVC
Eidelman Virant Capital
Missouri
$537K -$42.2K 1 0.33% Reduced
1102
CAM
Chesapeake Asset Management
New York
$536K $0 1 0.44% Maintained
1103
MFS
Monetta Financial Services
Illinois
$536K +$527K 1 0.34% New
1104
TC
Telemus Capital
Michigan
$535K +$75.1K 1 0.07% Increased
1105
BRWA
B. Riley Wealth Advisors
Florida
$528K -$63.7K 1 0.11% Reduced
1106
CL
CPWM LLC
Washington
$528K -$16.8K 1 0.12% Reduced
1107
BCP
Berkeley Capital Partners
Georgia
$527K -$46.6K 1 0.37% Reduced
1108
Eastern Bank
Eastern Bank
Massachusetts
$521K -$102K 1 0.04% Reduced
1109
EGA
E&G Advisors
Texas
$521K +$512K 1 0.32% New
1110
Burney Company
Burney Company
Virginia
$520K -$8.38K 1 0.04% Reduced
1111
CC
Courier Capital
New York
$520K -$71.4K 1 0.1% Reduced
1112
Rathbones Group
Rathbones Group
United Kingdom
$519K +$21.1K 1 0.03% Increased
1113
SNBOSCI
Security National Bank of Sioux City Iowa
Iowa
$518K +$4.22K 1 0.59% Increased
1114
TSWM
Triangle Securities Wealth Management
North Carolina
$514K -$69.8K 1 0.38% Reduced
1115
DRD
Dennis R. Delaney
$512K +$39.8K 1 1.09% Increased
1116
EC
Eachwin Capital
New York
$511K $0 1 0.49% Maintained
1117
OCG
Opus Capital Group
Ohio
$511K -$36.1K 1 0.11% Reduced
1118
ACM
Aviance Capital Management
Florida
$508K -$28.3K 1 0.02% Reduced
1119
DTL
Dynamic Technology Lab
Singapore
$506K -$622K 1 0.14% Reduced
1120
PAIA
Park Avenue Institutional Advisers
New York
$505K -$2.27K 1 0.43% Reduced
1121
BIG
Bellwether Investment Group
Tennessee
$504K +$496K 1 0.55% New
1122
SNT
Security National Trust
West Virginia
$504K -$68.5K 2 0.19% Reduced
1123
NPC
National Planning Corporation
California
$498K -$117K 1 0.04% Reduced
1124
TB
Terril Brothers
Missouri
$493K -$5.27K 1 0.22% Reduced
1125
TWM
Torch Wealth Management
Ohio
$493K $0 1 0.36% Maintained