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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
1251
MFW
Meristem Family Wealth
Minnesota
$711K +$14.7K 1 0.3% Increased
1252
Advisory Services Network
Advisory Services Network
Georgia
$709K -$66.7K 2 0.2% Reduced
1253
AGM
Alpine Global Management
New York
$709K -$1.71M 1 0.23% Reduced
1254
AC
Alexandria Capital
Virginia
$708K +$141 1 0.25% Increased
1255
HIM
Herald Investment Management
United Kingdom
$702K $0 1 0.25% Maintained
1256
BOC
Barbara Oil Co
Illinois
$693K $0 1 0.57% Maintained
1257
CAM
Chesapeake Asset Management
New York
$693K $0 1 0.51% Maintained
1258
MCC
Mid Continent Capital
Illinois
$693K -$113K 1 0.04% Reduced
1259
PCA
Peddock Capital Advisors
Massachusetts
$684K -$57.8K 1 0.57% Reduced
1260
CCM
Carderock Capital Management
Maryland
$682K -$371K 1 0.33% Reduced
1261
CIA
Capital Impact Advisors
Massachusetts
$680K -$2.24M 1 0.31% Reduced
1262
PRC
Platte River Capital
Colorado
$679K -$2.32M 1 0.31% Reduced
1263
JAFL
Jay A. Fishman Ltd
Michigan
$676K -$4.79M 1 0.14% Reduced
1264
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$672K $0 1 0.54% Maintained
1265
BOS
Bank of Stockton
California
$652K -$5.29K 1 0.35% Reduced
1266
B
BancorpSouth
Mississippi
$650K -$175K 1 0.07% Reduced
1267
CHC
City Holding Co
West Virginia
$647K +$186K 1 0.33% Increased
1268
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$638K +$123K 1 0.05% Increased
1269
PC
Passport Capital
California
$637K +$511K 1 0.02% New
1270
FC
Fayerweather Charles
$635K +$176K 1 1.59% Increased
1271
DLHL
Donald L. Hagan LLC
Florida
$630K +$244K 1 0.63% Increased
1272
CCM
Chickasaw Capital Management
Tennessee
$624K +$70.5K 1 0.02% Increased
1273
Gabelli Funds
Gabelli Funds
New York
$624K -$3.88M 1 0% Reduced
1274
Castleark Management
Castleark Management
Illinois
$621K $0 1 0.02% Maintained
1275
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$619K +$16.3K 1 0.39% Increased