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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
BOC
Barbara Oil Co
Illinois
$792K $0 1 0.67% Maintained
1302
MM
Midas Management
New York
$792K $0 1 0.51% Maintained
1303
PL
Parkwood LLC
Ohio
$792K -$5.45M 2 0.18% Reduced
1304
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$782K -$47.7K 1 0.04% Reduced
1305
HBK Investments
HBK Investments
Texas
$776K +$779K 1 0.02% New
1306
BB
Bell Bank
North Dakota
$767K -$196K 1 0.54% Reduced
1307
IB
Intrust Bank
Kansas
$765K -$282K 1 0.29% Reduced
1308
TF
Tompkins Financial
New York
$764K -$22.3K 1 0.19% Reduced
1309
GLI
Guardian Life Insurance
New York
$760K +$6.52K 1 0.07% Increased
1310
FMLI
Fukoku Mutual Life Insurance
Japan
$757K $0 1 0.14% Maintained
1311
BDF
Balasa Dinverno & Foltz
$752K +$5.01K 1 0.09% Increased
1312
RCM
Reynolds Capital Management
Nevada
$752K +$55.6K 1 0.51% Increased
1313
YMRC
Yorktown Management & Research Company
Virginia
$752K -$445K 1 0.14% Reduced
1314
MFW
Meristem Family Wealth
Minnesota
$751K $0 1 0.31% Maintained
1315
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$751K -$5.41K 1 0.18% Reduced
1316
Savant Capital
Savant Capital
Illinois
$733K -$35.7K 1 0.32% Reduced
1317
RT
Reliance Trust
Georgia
$723K -$31.5K 1 0.81% Reduced
1318
BOS
Bank of Stockton
California
$720K +$26.8K 1 0.41% Increased
1319
FFA
Fragasso Financial Advisors
Pennsylvania
$718K +$122K 1 0.63% Increased
1320
FNBOMD
First National Bank of Mount Dora
Florida
$716K -$280K 1 0.42% Reduced
1321
AAM
Azzad Asset Management
Virginia
$716K +$6.2K 1 0.43% Increased
1322
MHS
M Holdings Securities
Oregon
$713K +$229K 1 0.46% Increased
1323
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$710K +$134K 1 0.07% Increased
1324
RIA
Regal Investment Advisors
Michigan
$705K +$358K 1 0.25% Increased
1325
SWM
SVA Wealth Management
Wisconsin
$705K +$24.1K 1 0.3% Increased