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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
AC
Alexandria Capital
Virginia
$556K -$1.12K 1 0.14% Reduced
1102
LPC
Loeb Partners Corp
New York
$555K +$561K 1 0.16% New
1103
CAM
Chesapeake Asset Management
New York
$552K $0 1 0.53% Maintained
1104
PVH
Psagot Value Holdings
Israel
$552K -$61.5K 1 0.02% Reduced
1105
ACS
Archford Capital Strategies
Illinois
$547K -$131K 1 0.22% Reduced
1106
LNB
Ledyard National Bank
$547K -$1.46M 1 0.08% Reduced
1107
SIM
Spark Investment Management
New York
$543K -$2.1M 1 0.03% Reduced
1108
Davenport & Co
Davenport & Co
Virginia
$542K -$132K 1 0.01% Reduced
1109
WA
Wheatland Advisors
Pennsylvania
$539K +$5.59K 1 0.49% Increased
1110
ODCM
Old Dominion Capital Management
Virginia
$537K +$543K 1 0.56% New
1111
AI
ArchPoint Investors
Florida
$536K $0 1 0.17% Maintained
1112
GC
Garde Capital
Washington
$536K +$542K 1 0.13% New
1113
VCAM
Van Cleef Asset Management
Ohio
$533K $0 1 0.16% Maintained
1114
ING Group
ING Group
Netherlands
$530K -$27.9M 1 0.01% Reduced
1115
FBFS
First Business Financial Services
Wisconsin
$527K -$14K 1 0.11% Reduced
1116
CHAM
Clear Harbor Asset Management
Connecticut
$523K +$520K 1 0.1% New
1117
NSIM
North Star Investment Management
Illinois
$522K +$2.35K 1 0.07% Increased
1118
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$520K -$660K 1 0.01% Reduced
1119
HIC
Holderness Investments Company
North Carolina
$520K -$8.21K 1 0.28% Reduced
1120
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$512K +$518K 1 0.15% New
1121
EI
EAM Investors
California
$508K -$53.7K 1 0.08% Reduced
1122
TC
Telemus Capital
Michigan
$504K -$4.08K 1 0.05% Reduced
1123
NFG
Nations Financial Group
Iowa
$503K +$53.5K 1 0.41% Increased
1124
FAM
Formidable Asset Management
Ohio
$502K -$47.3K 1 0.25% Reduced
1125
NPC
National Planning Corporation
California
$502K -$60.7K 1 0.04% Reduced