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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
1301
GLI
Guardian Life Insurance
New York
$750K -$12.7K 1 0.07% Reduced
1302
HCM
Hollencrest Capital Management
California
$750K +$115K 1 0.11% Increased
1303
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$748K +$2.56K 1 0.03% Increased
1304
MFW
Meristem Family Wealth
Minnesota
$748K -$30.9K 1 0.33% Reduced
1305
BDF
Balasa Dinverno & Foltz
$743K +$45K 1 0.09% Increased
1306
PAA
Peregrine Asset Advisers
Oregon
$742K +$22.6K 1 0.57% Increased
1307
Walleye Trading
Walleye Trading
New York
$742K -$7.39M 1 0.01% Reduced
1308
SC
Schulhoff & Co
Ohio
$730K +$111K 1 0.49% Increased
1309
CCM
Carderock Capital Management
Maryland
$726K -$46K 1 0.37% Reduced
1310
TSBJ
Trevor, Stewart, Burton & Jacobsen
New York
$722K $0 1 0.35% Maintained
1311
VNB
Valley National Bancorp
New York
$718K -$90.4K 1 0.94% Reduced
1312
EVM
Evelyn V. Moreno
$717K +$99.8K 1 0.28% Increased
1313
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$717K -$1.15M 1 0.02% Reduced
1314
AAM
Azzad Asset Management
Virginia
$706K +$48.4K 1 0.47% Increased
1315
CCM
Chickasaw Capital Management
Tennessee
$696K +$24.1K 1 0.03% Increased
1316
GCM
Glynn Capital Management
California
$694K -$8.8M 1 0.27% Reduced
1317
RCM
Reynolds Capital Management
Nevada
$694K +$151K 1 0.45% Increased
1318
BOS
Bank of Stockton
California
$691K -$3.77K 1 0.42% Reduced
1319
ACM
Aviance Capital Management
Florida
$687K -$24.9K 1 0.03% Reduced
1320
SOAMC
Spirit of America Management Corp
New York
$686K +$655K 1 0.28% New
1321
EMG
Ellington Management Group
Connecticut
$685K +$95.2K 2 0.2% Increased
1322
FNBSF
First National Bank Sioux Falls
South Dakota
$679K $0 1 1.83% Maintained
1323
SWM
SVA Wealth Management
Wisconsin
$678K +$73.3K 1 0.32% Increased
1324
MIP
Marietta Investment Partners
Wisconsin
$671K -$64.6K 1 0.26% Reduced
1325
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$667K -$73.4K 1 0.43% Reduced