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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
1151
AI
ArchPoint Investors
Florida
$553K +$27K 1 0.21% Increased
1152
VCAM
Van Cleef Asset Management
Ohio
$553K -$33.4K 1 0.17% Reduced
1153
SCM
SOL Capital Management
Maryland
$552K +$63.8K 1 0.16% Increased
1154
HIC
Holderness Investments Company
North Carolina
$548K +$555K 1 0.28% New
1155
VF
Virtu Financial
New York
$546K +$553K 1 0.06% New
1156
SMC
Smith, Moore & Co
Missouri
$544K +$61.4K 1 0.2% Increased
1157
FAM
Formidable Asset Management
Ohio
$543K -$41.5K 1 0.24% Reduced
1158
NSIM
North Star Investment Management
Illinois
$540K +$93.4K 1 0.07% Increased
1159
AGM
Alpine Global Management
New York
$539K +$545K 1 0.14% New
1160
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$538K -$22.2K 1 0.01% Reduced
1161
HH
Hilltop Holdings
Texas
$536K -$72.2K 1 0.16% Reduced
1162
BA
Bristlecone Advisors
Washington
$533K -$634K 1 0.19% Reduced
1163
FFEC
First Financial Equity Corporation
Arizona
$533K +$541K 1 0.09% New
1164
BHBT
Burke & Herbert Bank & Trust
Virginia
$530K +$51.8K 1 0.47% Increased
1165
TC
Telemus Capital
Michigan
$528K +$27.2K 1 0.05% Increased
1166
CBU
CIBC Bank USA
Illinois
$524K +$530K 1 0.07% New
1167
DRD
Dennis R. Delaney
$520K $0 1 1.09% Maintained
1168
PCMM
Private Capital Management (Minnesota)
Minnesota
$516K +$220K 1 0.56% Increased
1169
TSS
Two Sigma Securities
New York
$511K +$517K 1 0.1% New
1170
ARMT
Amica Retiree Medical Trust
Rhode Island
$509K $0 1 0.41% Maintained
1171
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$507K +$21.4K 1 0.14% Increased
1172
NBG
Nancy B. Gardiner
$507K +$28.5K 1 1.17% Increased
1173
CB
Community Bank
New York
$506K +$4.06K 1 0.11% Increased
1174
BCAM
Boston Common Asset Management
Massachusetts
$505K -$589K 1 0.07% Reduced
1175
SOAMC
Spirit of America Management Corp
New York
$505K $0 1 0.05% Maintained