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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
1226
NL
NWAM LLC
Washington
$1M -$307K 1 0.44% Reduced
1227
SAM
Symphony Asset Management
California
$999K -$1.05M 1 0.12% Reduced
1228
SC
Schulhoff & Co
Ohio
$992K +$57.1K 1 0.6% Increased
1229
OMCS
Old Mutual Customised Solutions
South Africa
$989K +$220K 1 0.28% Increased
1230
ACS
Archford Capital Strategies
Illinois
$982K +$270K 1 0.72% Increased
1231
CCM
Connective Capital Management
California
$979K -$226K 1 1.59% Reduced
1232
1GA
1st Global Advisors
Texas
$974K -$217K 1 0.14% Reduced
1233
LH
Lebenthal Holdings
New York
$969K +$955K 1 0.43% New
1234
BCM
Brookmont Capital Management
Texas
$966K +$951K 1 0.28% New
1235
BAM
Burnham Asset Management
New York
$965K $0 1 0.22% Maintained
1236
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$959K -$29.3K 1 0.04% Reduced
1237
RMAM
Raab & Moskowitz Asset Management
New Jersey
$953K +$109K 1 0.55% Increased
1238
GAMCO Investors
GAMCO Investors
Connecticut
$951K -$3.05M 1 0.01% Reduced
1239
WIS
Wright Investors Service
Connecticut
$942K -$259K 1 0.46% Reduced
1240
NAM
Needelman Asset Management
California
$938K $0 1 2.87% Maintained
1241
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$927K -$62.2K 1 0.05% Reduced
1242
FIG
Fusion Investment Group
Pennsylvania
$927K -$19.9K 1 0.78% Reduced
1243
PAMG
Patton Albertson Miller Group
Tennessee
$927K +$4.39K 1 0.43% Increased
1244
Guinness Asset Management
Guinness Asset Management
United Kingdom
$925K +$900K 1 0.46% Increased
1245
Kennedy Capital Management
Kennedy Capital Management
Missouri
$925K +$852K 1 0.02% New
1246
PTB
Pioneer Trust Bank
Oregon
$925K +$33.3K 1 0.61% Increased
1247
NIMI
Natixis Investment Managers International
France
$914K +$726K 1 0.12% Increased
1248
SNBOSD
Security National Bank of So Dak
Iowa
$914K -$10.9K 1 1.35% Reduced
1249
LI
Longer Investments
Arkansas
$909K -$573K 1 0.67% Reduced
1250
EWM
Elite Wealth Management
Washington
$908K +$865K 1 0.87% Increased