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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
First Horizon Advisors
First Horizon Advisors
Tennessee
$395K -$52K 2 0.05% Reduced
1227
GWM
Greenwich Wealth Management
Connecticut
$392K +$75K 1 0.05% Increased
1228
CCM
Catawba Capital Management
Virginia
$391K -$530K 1 0.09% Reduced
1229
LCM
Liberty Capital Management
Michigan
$390K +$1.45K 1 0.23% Increased
1230
VAM
Verity Asset Management
North Carolina
$390K +$395K 1 0.32% New
1231
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$388K +$392K 1 0.04% New
1232
GS
GAM Systematic
United Kingdom
$387K -$1.31M 2 0.08% Reduced
1233
VNA
Valley National Advisers
Pennsylvania
$383K -$103K 1 0.15% Reduced
1234
Martingale Asset Management
Martingale Asset Management
Massachusetts
$381K -$5.98M 1 0.01% Reduced
1235
Capital Wealth Planning
Capital Wealth Planning
Florida
$378K $0 1 0.32% Maintained
1236
TG
TLP Group
Illinois
$378K +$383K 1 0.26% New
1237
FMBTD
First Midwest Bank Trust Division
Illinois
$376K +$11.1K 1 0.05% Increased
1238
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$375K -$38.1K 1 0.02% Reduced
1239
AMIM
Aull & Monroe Investment Management
Alabama
$375K +$17.4K 1 0.2% Increased
1240
Caxton Associates (New York)
Caxton Associates (New York)
New York
$373K +$377K 1 0% New
1241
SL
Summitry LLC
California
$370K -$22.7M 1 0.04% Reduced
1242
OAM
Occidental Asset Management
California
$369K +$51.9K 1 0.24% Increased
1243
BRWA
B. Riley Wealth Advisors
Florida
$361K -$64.6K 1 0.07% Reduced
1244
CCM
CrestPoint Capital Management
Missouri
$361K -$17.4K 1 0.17% Reduced
1245
KTC
Kistler-Tiffany Companies
Pennsylvania
$361K -$21.6K 1 0.17% Reduced
1246
MAS
Managed Account Services
Florida
$361K $0 1 0.27% Maintained
1247
FHC
First Heartland Consultants
Missouri
$358K +$60.2K 1 0.1% Increased
1248
IWA
Intercontinental Wealth Advisors
Texas
$358K +$104K 1 0.21% Increased
1249
ANB
Amarillo National Bank
Texas
$357K $0 1 0.13% Maintained
1250
AFP
Ausdal Financial Partners
Iowa
$356K +$360K 1 0.16% New