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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
1176
Brighton Jones LLC
Brighton Jones LLC
Washington
$415K +$419K 1 0.06% New
1177
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$414K -$83.3M 1 0% Reduced
1178
BCM
Bayesian Capital Management
New York
$414K +$419K 1 0.15% New
1179
Gabelli Funds
Gabelli Funds
New York
$414K $0 1 0% Maintained
1180
DRD
Dennis R. Delaney
$413K -$88.3K 1 0.83% Reduced
1181
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$412K -$2.07K 1 0.02% Reduced
1182
GAMC
Garner Asset Management Corp
Texas
$406K +$411K 1 0.38% New
1183
GWM
Greenwich Wealth Management
Connecticut
$406K +$28.4K 1 0.07% Increased
1184
RC
Roundview Capital
New Jersey
$406K -$67K 1 0.12% Reduced
1185
NSB
Norway Savings Bank
Maine
$403K -$41.3K 1 0.39% Reduced
1186
VNA
VNBTrust National Association
Virginia
$403K $0 1 0.16% Maintained
1187
MFW
Meristem Family Wealth
Minnesota
$401K -$146K 1 0.16% Reduced
1188
PCMM
Private Capital Management (Minnesota)
Minnesota
$398K -$101K 1 0.44% Reduced
1189
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$397K -$20.3K 1 0.3% Reduced
1190
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$395K -$187K 1 0.04% Reduced
1191
AE Wealth Management
AE Wealth Management
Kansas
$395K +$400K 1 0.05% New
1192
BTNA
Bremer Trust National Association
Minnesota
$394K -$590K 1 0.11% Reduced
1193
HAIM
Hunter Associates Investment Management
Pennsylvania
$394K -$27.9K 1 0.16% Reduced
1194
VAM
Verity Asset Management
North Carolina
$394K +$17.8K 1 0.3% Increased
1195
BAM
Brave Asset Management
New Jersey
$392K -$25.1K 1 0.21% Reduced
1196
MC
Menta Capital
California
$391K -$7.5K 1 0.05% Reduced
1197
PAG
Pinnacle Advisory Group
Maryland
$388K -$37.3K 1 0.02% Reduced
1198
PWLP
Prio Wealth Limited Partnership
Massachusetts
$387K -$25.7M 1 0.02% Reduced
1199
Ballentine Partners
Ballentine Partners
Massachusetts
$386K +$114K 1 0.03% Increased
1200
Choreo LLC
Choreo LLC
Illinois
$386K +$133K 1 0.05% Increased