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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
SSWM
Sheets Smith Wealth Management
North Carolina
$266K +$220K 1 0.05% New
1277
EFS
Essex Financial Services
Connecticut
$265K +$75 1 0.09% Increased
1278
RE
RBC Europe
United Kingdom
$262K -$41.8K 2 0.03% Reduced
1279
CTA
Colonial Trust Advisors
South Carolina
$260K -$15K 1 0.05% Reduced
1280
MWM
Marietta Wealth Management
Georgia
$260K -$3.36M 1 0.09% Reduced
1281
RPAM
Rhenman & Partners Asset Management
Sweden
$259K $0 1 0.03% Maintained
1282
SCM
Southport Capital Management
Tennessee
$259K -$1.63M 1 0.12% Reduced
1283
NCM
Next Capital Management
New York
$258K -$53.3K 1 0.17% Reduced
1284
OPCM
Osborne Partners Capital Management
California
$258K -$6.06M 1 0.05% Reduced
1285
MAS
Managed Account Services
Florida
$257K -$3.01K 1 0.13% Reduced
1286
WIC
Woodmont Investment Counsel
Tennessee
$257K $0 1 0.06% Maintained
1287
CBB
Citizens Business Bank
California
$256K $0 1 0.04% Maintained
1288
FC
Fayerweather Charles
$256K -$45.2K 1 0.46% Reduced
1289
NFG
Nadler Financial Group
Illinois
$255K +$251K 1 0.07% New
1290
SL
Signition LP
New York
$254K -$83.5K 1 1.02% Reduced
1291
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$253K -$4.82K 1 0.01% Reduced
1292
BHWM
Bar Harbor Wealth Management
New Hampshire
$250K -$7.53K 1 0.03% Reduced
1293
CC
Courier Capital
New York
$248K $0 1 0.03% Maintained
1294
ESB
Essex Savings Bank
Connecticut
$248K -$68.8K 1 0.13% Reduced
1295
FHA
Flagship Harbor Advisors
Massachusetts
$248K +$43.5K 1 0.05% Increased
1296
LPT
Legacy Private Trust
Wisconsin
$247K +$9.18K 1 0.03% Increased
1297
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$246K -$177K 1 0.01% Reduced
1298
FA
FCG Advisors
New Jersey
$246K +$6.85K 1 0.08% Increased
1299
HIS
Horizon Investment Services
Indiana
$245K +$242K 1 0.16% New
1300
MA
MONECO Advisors
Connecticut
$245K +$2.03K 1 0.19% Increased