← All themes Artificial Intelligence

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
1301
Needham Investment Management
Needham Investment Management
New York
$337K $0 1 0.08% Maintained
1302
PHAM
Palisades Hudson Asset Management
Florida
$328K $0 1 0.3% Maintained
1303
HBK Investments
HBK Investments
Texas
$323K -$583K 1 0% Reduced
1304
WA
WBH Advisory
Maryland
$316K +$18K 1 0.14% Increased
1305
JWBC
J.W. Burns & Co
New York
$315K +$66 1 0.12% Increased
1306
Bailard
Bailard
California
$313K -$926K 1 0.06% Reduced
1307
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$313K +$74.1K 1 0.04% Increased
1308
HHGA
Halbert Hargrove Global Advisors
California
$311K -$98K 1 0.1% Reduced
1309
Hermes Investment Management
Hermes Investment Management
United Kingdom
$310K $0 1 0.01% Maintained
1310
ACM
Antonetti Capital Management
Florida
$309K +$19.7K 1 0.31% Increased
1311
CP
Camelot Portfolios
Ohio
$308K $0 1 0.23% Maintained
1312
HAIM
Hunter Associates Investment Management
Pennsylvania
$308K +$300K 1 0.13% New
1313
ERIM
Eagle Ridge Investment Management
Connecticut
$306K -$5.86M 1 0.17% Reduced
1314
VCAM
Valentine Capital Asset Management
California
$305K +$297K 1 0.08% New
1315
RCA
Rex Capital Advisors
Rhode Island
$305K $0 1 0.33% Maintained
1316
GD
Grandfield & Dodd
New York
$303K $0 1 0.05% Maintained
1317
Coldstream Capital Management
Coldstream Capital Management
Washington
$301K -$13.6K 1 0.1% Reduced
1318
GHAM
Gilman Hill Asset Management
Connecticut
$301K +$65.6K 1 0.22% Increased
1319
Smithfield Trust
Smithfield Trust
Pennsylvania
$301K -$328 1 0.07% Reduced
1320
BO
Bank OZK
Arkansas
$297K +$290K 1 0.13% New
1321
Jasper Ridge Partners
Jasper Ridge Partners
California
$296K $0 1 0.02% Maintained
1322
RCM
Reynolds Capital Management
Nevada
$296K +$288K 1 0.19% New
1323
JMFC
J.M. Forbes & Co
Massachusetts
$294K +$287K 1 0.08% New
1324
SPM
Symmetry Peak Management
Pennsylvania
$293K +$255K 1 0.05% New
1325
ANBTV
American National Bank & Trust (Virginia)
Virginia
$290K -$7.08K 1 0.16% Reduced