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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
RC
Randolph Company
Ohio
$734K +$6.96K 1 0.17% Increased
1202
FANJ
Financial Architects (New Jersey)
New Jersey
$731K -$72.5K 2 0.26% Reduced
1203
GC
Garde Capital
Washington
$731K +$3.48K 1 0.22% Increased
1204
CS
Comerica Securities
Michigan
$724K +$46K 1 0.18% Increased
1205
VFA
Voya Financial Advisors
Connecticut
$722K +$14.9K 1 0.13% Increased
1206
TF
Trutina Financial
Washington
$721K -$522K 1 0.63% Reduced
1207
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$721K -$40.9K 1 0.03% Reduced
1208
ED
Exane Derivatives
France
$711K +$533K 2 0.08% Increased
1209
HC
Hosking & Co
Ireland
$708K +$54K 1 0.05% Increased
1210
MC
Middleton & Co
Massachusetts
$705K -$306K 1 0.15% Reduced
1211
WSCM
Wellington Shields Capital Management
New York
$702K +$13.6K 1 0.11% Increased
1212
PAM
Paradigm Asset Management
New York
$701K $0 1 0.08% Maintained
1213
DIS
Diversified Investment Strategies
Louisiana
$701K -$23.9K 1 0.72% Reduced
1214
ARMC
American Research & Management Company
Massachusetts
$698K +$445K 2 0.28% Increased
1215
PAIA
Park Avenue Institutional Advisers
New York
$697K +$759K 1 0.56% New
1216
Group One Trading
Group One Trading
Illinois
$695K +$620K 2 0.01% New
1217
LPC
Loeb Partners Corp
New York
$695K -$341K 1 0.2% Reduced
1218
OCG
Opus Capital Group
Ohio
$695K -$52.2K 1 0.11% Reduced
1219
RMAM
Raab & Moskowitz Asset Management
New Jersey
$692K -$148K 1 0.43% Reduced
1220
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$691K +$7.91K 1 0.33% Increased
1221
ARMT
Amica Retiree Medical Trust
Rhode Island
$690K $0 1 0.58% Maintained
1222
CIM
CenturyLink Investment Management
Colorado
$690K -$59.8K 1 0.23% Reduced
1223
CS
Credential Securities
$689K +$15.6K 1 0.43% Increased
1224
BRWM
B. Riley Wealth Management
Tennessee
$688K +$350K 2 0.55% Increased
1225
EMG
Ellington Management Group
Connecticut
$688K +$586K 1 0.17% New