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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
Franklin Street Advisors
Franklin Street Advisors
North Carolina
$318K +$13.2K 1 0.04% Increased
1202
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$316K -$32.3K 1 0.1% Reduced
1203
AIM
Axiom Investment Management
New York
$315K -$1.42M 1 0.24% Reduced
1204
Cable Hill Partners
Cable Hill Partners
Oregon
$315K $0 1 0.1% Maintained
1205
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$315K +$303K 1 0.02% New
1206
Good Life Advisors
Good Life Advisors
Pennsylvania
$315K -$11.1K 1 0.1% Reduced
1207
Dodge & Cox
Dodge & Cox
California
$313K -$30.1K 1 0% Reduced
1208
KM
Kalos Management
Georgia
$313K -$1.88K 1 0.12% Reduced
1209
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$312K +$47.9K 1 0.04% Increased
1210
Claro Advisors
Claro Advisors
Massachusetts
$311K +$2.11K 1 0.28% Increased
1211
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$311K -$22.2K 1 0.07% Reduced
1212
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$309K $0 1 0.12% Maintained
1213
SIC
Schwartz Investment Counsel
Michigan
$309K $0 1 0.02% Maintained
1214
Boenning & Scattergood
Boenning & Scattergood
Pennsylvania
$308K +$11.7K 1 0.09% Increased
1215
GAM Holding
GAM Holding
Switzerland
$308K -$2.04M 1 0.01% Reduced
1216
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$308K -$41.5K 1 0.11% Reduced
1217
LB
Legacy Bridge
Iowa
$308K $0 1 0.29% Maintained
1218
Evanson Asset Management
Evanson Asset Management
California
$307K $0 1 0.06% Maintained
1219
Northeast Investment Management
Northeast Investment Management
Massachusetts
$307K $0 1 0.02% Maintained
1220
Sage Rhino Capital
Sage Rhino Capital
California
$307K +$3.39K 1 0.19% Increased
1221
SMH
Sanders Morris Harris
Texas
$306K +$309K 1 0.07% New
1222
SFG
Summit Financial Group
West Virginia
$306K +$48.5K 1 0.16% Increased
1223
SM
Southport Management
Wyoming
$305K -$753K 1 1.72% Reduced
1224
Ameritas Investment Company
Ameritas Investment Company
Nebraska
$305K +$286K 1 0.06% New
1225
BAMCO Inc
BAMCO Inc
New York
$305K $0 1 0% Maintained