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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
CBN
Cadence Bank NA
Texas
$444K +$67.1K 1 0.2% Increased
1202
MC
Menta Capital
California
$441K -$20.7K 1 0.04% Reduced
1203
PAG
Pinnacle Advisory Group
Maryland
$441K +$446K 1 0.03% New
1204
SignatureFD
SignatureFD
Georgia
$441K -$7.43K 1 0.07% Reduced
1205
HAIM
Hunter Associates Investment Management
Pennsylvania
$438K +$19.1K 1 0.18% Increased
1206
NED
Nancy E. Dempze
$435K +$72.5K 1 0.67% Increased
1207
BAM
Brave Asset Management
New Jersey
$433K -$29K 1 0.25% Reduced
1208
FSA
Franklin Street Advisors
North Carolina
$433K -$3.77K 1 0.08% Reduced
1209
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$433K -$9.57K 1 0.34% Reduced
1210
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$430K -$220K 1 0.02% Reduced
1211
Gabelli Funds
Gabelli Funds
New York
$430K -$1.28M 1 0% Reduced
1212
KIA
KCM Investment Advisors
California
$430K -$8.47K 1 0.03% Reduced
1213
SEC
Seven Eight Capital
New York
$430K -$947K 1 0.08% Reduced
1214
PAM
Princeton Alpha Management
New Jersey
$424K -$2.72M 1 0.14% Reduced
1215
QC
QCM Cayman
Texas
$423K +$238K 1 0.08% Increased
1216
BCB
Brian C. Broderick
$421K -$65.4K 1 0.17% Reduced
1217
IAS
IMA Advisory Services
Colorado
$419K -$185K 1 0.21% Reduced
1218
Perkins Investment Management
Perkins Investment Management
Illinois
$419K $0 1 0.01% Maintained
1219
VNA
VNBTrust National Association
Virginia
$419K -$188K 1 0.16% Reduced
1220
NIM
Northeast Investment Management
Massachusetts
$410K -$26.1K 1 0.04% Reduced
1221
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$403K -$1.42M 3 0.04% Reduced
1222
LC
LCNB Corp
Ohio
$401K -$3.77K 1 0.38% Reduced
1223
Plancorp LLC
Plancorp LLC
Missouri
$401K +$29K 1 0.12% Increased
1224
Castleark Management
Castleark Management
Illinois
$399K $0 1 0.01% Maintained
1225
JFA
Johanson Financial Advisors
California
$396K +$402K 1 0.35% New