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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
Castleark Management
Castleark Management
Illinois
$384K $0 1 0.01% Maintained
1202
Chilton Capital Management
Chilton Capital Management
Texas
$380K -$704K 1 0.04% Reduced
1203
CFIA
Cantor Fitzgerald Investment Advisors
New York
$377K +$381K 1 0.05% New
1204
MM
Meridian Management
Arkansas
$376K +$380K 1 0.2% New
1205
Parallel Advisors
Parallel Advisors
California
$374K +$48.7K 1 0.07% Increased
1206
LC
LCNB Corp
Ohio
$373K -$13.4K 1 0.36% Reduced
1207
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$373K $0 1 0.04% Maintained
1208
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$371K -$235K 1 0.02% Reduced
1209
Capital International Inc
Capital International Inc
California
$364K +$369K 1 0.05% New
1210
Capital Wealth Planning
Capital Wealth Planning
Florida
$364K $0 1 0.06% Maintained
1211
FHA
Flagship Harbor Advisors
Massachusetts
$363K +$28.4K 1 0.13% Increased
1212
WA
WFG Advisors
Texas
$362K +$83.6K 1 0.08% Increased
1213
AMIM
Aull & Monroe Investment Management
Alabama
$361K $0 1 0.19% Maintained
1214
GBT
Grove Bank & Trust
Florida
$360K +$88K 1 0.23% Increased
1215
PA
Probity Advisors
Texas
$360K -$253K 1 0.14% Reduced
1216
CCM
Catawba Capital Management
Virginia
$359K -$17.9K 1 0.08% Reduced
1217
LCM
Liberty Capital Management
Michigan
$359K -$16.8K 1 0.22% Reduced
1218
LA
Lucus Advisors
New York
$353K +$402K 1 0.47% New
1219
Boothbay Fund Management
Boothbay Fund Management
New York
$352K +$62.3K 1 0.07% Increased
1220
AAM
American Asset Management
Florida
$350K +$21.6K 1 0.2% Increased
1221
BCB
Brian C. Broderick
$350K -$57.3K 1 0.13% Reduced
1222
USGIU
U.S. Global Investors (USGI)
Texas
$350K -$126K 1 0.12% Reduced
1223
CC
Courier Capital
New York
$348K +$51.5K 1 0.06% Increased
1224
RGNCM
R.G. Niederhoffer Capital Management
New York
$348K +$352K 1 2.88% New
1225
MAS
Managed Account Services
Florida
$347K $0 1 0.25% Maintained