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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
1276
SSG
Summit Securities Group
New York
$810K -$8.11M 1 0.23% Reduced
1277
OCG
Opus Capital Group
Ohio
$806K -$549K 1 0.12% Reduced
1278
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$800K -$41.4K 1 0.36% Reduced
1279
TF
Tompkins Financial
New York
$797K -$41K 1 0.2% Reduced
1280
PCA
Peddock Capital Advisors
Massachusetts
$794K -$171K 1 0.64% Reduced
1281
CA
Cambridge Advisors
Nebraska
$792K +$780K 1 0.48% New
1282
HCM
Highlander Capital Management
New Jersey
$791K +$36.6K 1 0.68% Increased
1283
SCI
S&CO Inc
Massachusetts
$773K +$104K 1 0.11% Increased
1284
RIA
Regal Investment Advisors
Michigan
$772K +$28.4K 2 0.21% Increased
1285
Glenview Trust
Glenview Trust
Kentucky
$770K +$758K 1 0.08% New
1286
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$767K +$756K 1 0.7% New
1287
Intact Investment Management
Intact Investment Management
Quebec, Canada
$765K $0 1 0.03% Maintained
1288
VNB
Valley National Bancorp
New York
$763K -$13.8K 1 0.93% Reduced
1289
AC
Alexandria Capital
Virginia
$759K +$4.9K 1 0.3% Increased
1290
HIM
Herald Investment Management
United Kingdom
$758K $0 1 0.29% Maintained
1291
IA
Icon Advisers
Colorado
$758K +$747K 1 0.05% New
1292
Savant Capital
Savant Capital
Illinois
$755K +$85.1K 1 0.29% Increased
1293
Dodge & Cox
Dodge & Cox
California
$752K -$97.8K 1 0% Reduced
1294
MFW
Meristem Family Wealth
Minnesota
$747K +$23K 1 0.27% Increased
1295
HC
Hosking & Co
Ireland
$745K +$733K 1 0.06% New
1296
BOC
Barbara Oil Co
Illinois
$743K $0 1 0.6% Maintained
1297
CAM
Chesapeake Asset Management
New York
$743K $0 1 0.47% Maintained
1298
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$743K $0 1 0.05% Maintained
1299
SAM
Security Asset Management
New York
$743K +$732K 1 0.74% New
1300
GIP
Granite Investment Partners
California
$741K -$268K 1 0.08% Reduced