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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
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$615K -$102K 1 0.63% Reduced
1277
GCM
Glynn Capital Management
California
$610K $0 1 0.23% Maintained
1278
SOAMC
Spirit of America Management Corp
New York
$610K $0 1 0.13% Maintained
1279
EFS
Essex Financial Services
Connecticut
$609K -$578K 1 0.16% Reduced
1280
Savant Capital
Savant Capital
Illinois
$607K -$98.9K 1 0.21% Reduced
1281
USGIU
U.S. Global Investors (USGI)
Texas
$606K -$728K 1 0.17% Reduced
1282
HHGA
Halbert Hargrove Global Advisors
California
$605K +$274K 1 0.19% Increased
1283
BAM
Bruderman Asset Management
New York
$599K +$609K 1 0.23% New
1284
PIM
Profit Investment Management
Maryland
$598K -$2.24M 1 0.03% Reduced
1285
WRM
Westport Resources Management
Connecticut
$597K +$40.5K 2 0.16% Increased
1286
SA
Strategic Advisors
New York
$593K -$155K 1 0.38% Reduced
1287
CBU
CIBC Bank USA
Illinois
$589K -$581K 1 0.1% Reduced
1288
SC
Searle & Co
Connecticut
$589K -$91.6K 1 0.51% Reduced
1289
Wealthfront
Wealthfront
California
$586K +$256K 1 0.03% Increased
1290
VFS
VSR Financial Services
Kansas
$583K -$39.2K 1 0.06% Reduced
1291
FNBSF
First National Bank Sioux Falls
South Dakota
$579K $0 1 1.68% Maintained
1292
RC
Roundview Capital
New Jersey
$579K -$15.9K 1 0.23% Reduced
1293
DCM
Dialectic Capital Management
Connecticut
$575K +$461K 1 0.1% New
1294
FIM
FourPoints Investment Managers
France
$573K -$962K 1 0.12% Reduced
1295
MHS
M Holdings Securities
Oregon
$571K -$108K 1 0.37% Reduced
1296
BDF
Balasa Dinverno & Foltz
$567K -$85.7K 1 0.08% Reduced
1297
BB
Bell Bank
North Dakota
$567K -$36.4K 1 0.4% Reduced
1298
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$567K -$5.36K 1 0% Reduced
1299
FMLI
Fukoku Mutual Life Insurance
Japan
$566K -$49.3K 1 0.09% Reduced
1300
Dodge & Cox
Dodge & Cox
California
$555K -$149K 1 0% Reduced