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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
GEM
Global Endowment Management
North Carolina
$324K $0 1 0.04% Maintained
1227
OC
Oakworth Capital
Alabama
$324K -$35.7K 1 0.06% Reduced
1228
PR
Payden & Rygel
California
$324K -$500K 1 0.02% Reduced
1229
GCA
Gradient Capital Advisors
California
$322K +$592 1 0.27% Increased
1230
PMG
ProVise Management Group
Florida
$322K +$5.59K 1 0.04% Increased
1231
FTC
Farmers Trust Company
Ohio
$321K $0 1 0.09% Maintained
1232
KCM
Kendall Capital Management
Maryland
$320K -$173K 1 0.27% Reduced
1233
Jasper Ridge Partners
Jasper Ridge Partners
California
$317K $0 1 0.02% Maintained
1234
RB
Rodgers Brothers
Pennsylvania
$315K +$592 1 0.09% Increased
1235
SCM
Silvant Capital Management
Georgia
$315K $0 1 0.04% Maintained
1236
HA
Hays Advisory
Tennessee
$314K +$22.4K 1 0.2% Increased
1237
FI
FormulaFolio Investments
Michigan
$313K +$6.65K 1 0.01% Increased
1238
KC
KHP Capital
Oklahoma
$313K +$6.58K 1 0.19% Increased
1239
RTS
Round Table Services
New Jersey
$311K -$11.5K 1 0.11% Reduced
1240
CA
Continuum Advisory
Idaho
$310K +$11.3K 1 0.21% Increased
1241
CAS
Cue Advisory Services
Arizona
$310K -$6.58K 1 0.19% Reduced
1242
RIM
Regent Investment Management
Kentucky
$309K +$282K 1 0.1% New
1243
AWM
Aevitas Wealth Management
Massachusetts
$308K +$33.4K 1 0.28% Increased
1244
RIM
Redwood Investment Management
Arizona
$308K +$12.6K 1 0.11% Increased
1245
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$306K +$280K 1 0.01% New
1246
WIC
Woodmont Investment Counsel
Tennessee
$306K -$658 1 0.08% Reduced
1247
NIM
Northeast Investment Management
Massachusetts
$305K $0 1 0.02% Maintained
1248
SWA
Sutton Wealth Advisors
Florida
$304K $0 1 0.2% Maintained
1249
Ballentine Partners
Ballentine Partners
Massachusetts
$304K +$12.6K 1 0.02% Increased
1250
CCT
Country Club Trust
Missouri
$302K $0 1 0.04% Maintained