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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
PVH
Psagot Value Holdings
Israel
$253K +$162K 1 0.01% Increased
1252
WCM
Weld Capital Management
New York
$253K +$256K 1 0.06% New
1253
MGO One Seven
MGO One Seven
Ohio
$251K +$37.4K 1 0.11% Increased
1254
Jasper Ridge Partners
Jasper Ridge Partners
California
$250K $0 1 0.02% Maintained
1255
SCM
Silvant Capital Management
Georgia
$249K $0 1 0.05% Maintained
1256
GTAM
Global Trust Asset Management
Florida
$247K -$17.4K 1 0.22% Reduced
1257
HCM
Hollencrest Capital Management
California
$247K -$218K 1 0.04% Reduced
1258
OWA
Outlook Wealth Advisors
Texas
$246K +$262K 1 0.11% New
1259
FHA
Flagship Harbor Advisors
Massachusetts
$244K -$52.7K 1 0.06% Reduced
1260
FRM
Fox Run Management
Connecticut
$244K -$157K 1 0.13% Reduced
1261
JCM
Jacobi Capital Management
Pennsylvania
$244K -$16.2K 2 0.07% Reduced
1262
EAM
Evanson Asset Management
California
$241K +$12.1K 1 0.06% Increased
1263
SWA
Sutton Wealth Advisors
Florida
$240K +$182 1 0.16% Increased
1264
KM
Kalos Management
Georgia
$239K -$3.04K 1 0.12% Reduced
1265
Close Asset Management
Close Asset Management
United Kingdom
$238K +$88K 1 0.03% Increased
1266
VWM
Venturi Wealth Management
Texas
$238K +$50.8K 1 0.04% Increased
1267
NGA
Naples Global Advisors
Florida
$237K -$43.7K 1 0.07% Reduced
1268
Old National Bancorp
Old National Bancorp
Indiana
$237K -$23.1K 1 0.01% Reduced
1269
PCMC
Paragon Capital Management (Colorado)
Colorado
$237K -$1.82K 1 0.11% Reduced
1270
CF
Centaurus Financial
California
$236K $0 1 0.05% Maintained
1271
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$236K -$1.34M 1 0.11% Reduced
1272
CWS
Cypress Wealth Services
California
$235K -$132K 1 0.09% Reduced
1273
1WA
180 Wealth Advisors
Washington
$234K $0 1 0.11% Maintained
1274
SWK
Stephen W. Kidder
$234K -$132K 1 0.1% Reduced
1275
NCM
Next Capital Management
New York
$232K +$248K 1 0.2% New