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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
1201
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$854K +$26.4K 1 0.77% Increased
1202
KWMG LLC
KWMG LLC
Kansas
$851K -$5.14K 1 0.68% Reduced
1203
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$847K -$95.1K 1 0.08% Reduced
1204
TNAM
Terra Nova Asset Management
New York
$847K +$861K 1 0.7% New
1205
Regal Investment Advisors
Regal Investment Advisors
Michigan
$844K +$113K 2 0.21% Increased
1206
Rathbones Group
Rathbones Group
United Kingdom
$843K -$246K 1 0.06% Reduced
1207
WCBA
Weaver C. Barksdale & Associates
Tennessee
$840K +$854K 1 0.63% New
1208
SNBOSCI
Security National Bank of Sioux City Iowa
Iowa
$839K +$24.1K 1 0.9% Increased
1209
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$839K -$56.4K 1 0.04% Reduced
1210
VST
Van Strum & Towne
California
$829K $0 1 0.52% Maintained
1211
New England Private Wealth Advisors
New England Private Wealth Advisors
Massachusetts
$826K +$12.3K 1 0.32% Increased
1212
CIM
CenturyLink Investment Management
Colorado
$825K +$483K 1 0.27% Increased
1213
F
FolioMetrix
Nebraska
$823K $0 2 0.42% Maintained
1214
Opus Capital Group
Opus Capital Group
Ohio
$822K +$71.2K 1 0.13% Increased
1215
Stanley-Laman Group
Stanley-Laman Group
Pennsylvania
$816K -$789K 1 0.15% Reduced
1216
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$811K -$521K 1 0.03% Reduced
1217
WPC
White Pine Capital
Minnesota
$811K -$201K 1 0.33% Reduced
1218
DAM
Doheny Asset Management
California
$809K -$26.4K 1 0.38% Reduced
1219
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$805K -$189K 1 0.11% Reduced
1220
Garde Capital
Garde Capital
Washington
$805K +$268K 1 0.24% Increased
1221
Randolph Company
Randolph Company
Ohio
$805K +$819K 1 0.17% New
1222
Absolute Return Capital
Absolute Return Capital
Massachusetts
$804K +$817K 1 0.02% New
1223
DIS
Diversified Investment Strategies
Louisiana
$801K -$39.8K 1 0.79% Reduced
1224
Tompkins Financial
Tompkins Financial
New York
$801K +$57.8K 1 0.2% Increased
1225
I2I
Insight 2811 Inc
Illinois
$797K -$148K 1 0.38% Reduced