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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
BA
Birinyi Associates
Connecticut
$305K $0 1 0.13% Maintained
1227
ET
Equitable Trust
Tennessee
$305K +$48.9K 1 0.03% Increased
1228
Manning & Napier Group
Manning & Napier Group
New York
$305K $0 1 0% Maintained
1229
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$305K $0 1 0.43% Maintained
1230
VAG
VisionPoint Advisory Group
Texas
$305K -$5.27K 1 0.08% Reduced
1231
Harvest Fund Management
Harvest Fund Management
China
$304K +$300K 1 0.04% New
1232
NB
Nicolet Bankshares
Wisconsin
$302K -$4.14K 1 0.12% Reduced
1233
CCT
Country Club Trust
Missouri
$301K +$18.4K 1 0.03% Increased
1234
WA
WealthTrust Axiom
Pennsylvania
$300K +$37.9K 1 0.11% Increased
1235
FVCM
F&V Capital Management
Florida
$299K $0 1 0.19% Maintained
1236
RWA
Ropes Wealth Advisors
Massachusetts
$299K -$256K 1 0.06% Reduced
1237
Perigon Wealth Management
Perigon Wealth Management
California
$297K +$16.6K 1 0.07% Increased
1238
GWS
Glassman Wealth Services
Virginia
$296K -$3.54K 1 0.12% Reduced
1239
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$296K +$40.4K 1 0.05% Increased
1240
JWM
Janiczek Wealth Management
Colorado
$294K $0 1 0.13% Maintained
1241
VWM
Venturi Wealth Management
Texas
$294K -$57.2K 1 0.04% Reduced
1242
VCM
Virtue Capital Management
Tennessee
$294K +$290K 1 0.1% New
1243
VNB
Virginia National Bank
Virginia
$293K $0 1 0.24% Maintained
1244
JC
Jentner Corp
Ohio
$292K $0 1 0.24% Maintained
1245
OWA
One Wealth Advisors
California
$292K +$38K 1 0.26% Increased
1246
FC
Fulcrum Capital
Washington
$290K +$286K 1 0.1% New
1247
RGNCM
R.G. Niederhoffer Capital Management
New York
$290K +$286K 1 2.57% New
1248
BRWM
B. Riley Wealth Management
Tennessee
$289K +$753 1 0.05% Increased
1249
EP
Edgestream Partners
New Jersey
$288K +$284K 1 0.03% New
1250
GCA
Gradient Capital Advisors
California
$288K +$226 1 0.22% Increased