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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
Hermes Investment Management
Hermes Investment Management
United Kingdom
$301K $0 1 0.01% Maintained
1302
JWBC
J.W. Burns & Co
New York
$300K +$59 1 0.1% Increased
1303
FNBOMD
First National Bank of Mount Dora
Florida
$299K -$129K 1 0.18% Reduced
1304
TNBTD
Trustmark National Bank Trust Department
Mississippi
$299K -$44.7K 1 0.04% Reduced
1305
RCAG
Rehmann Capital Advisory Group
Michigan
$298K -$141K 1 0.07% Reduced
1306
FBFS
First Business Financial Services
Wisconsin
$296K -$78.1K 1 0.09% Reduced
1307
CAS
Cue Advisory Services
Arizona
$295K -$158K 1 0.31% Reduced
1308
Evergreen Capital Management
Evergreen Capital Management
Washington
$295K -$5.6M 1 0.08% Reduced
1309
GD
Grandfield & Dodd
New York
$294K -$49.2K 1 0.05% Reduced
1310
SI
SII Investments
Wisconsin
$294K +$326K 1 0.03% New
1311
Washington Trust
Washington Trust
Rhode Island
$294K -$746K 1 0.02% Reduced
1312
RWA
Ropes Wealth Advisors
Massachusetts
$293K -$8.08K 1 0.15% Reduced
1313
CCT
Country Club Trust
Missouri
$290K $0 1 0.04% Maintained
1314
Laurion Capital Management
Laurion Capital Management
New York
$289K -$130M 1 0% Reduced
1315
CCS
Crosspoint Capital Strategies
California
$282K -$7.15M 1 0.33% Reduced
1316
Wolverine Asset Management
Wolverine Asset Management
Illinois
$282K -$444K 1 0.01% Reduced
1317
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$279K -$1.53M 1 0.02% Reduced
1318
TCB
Texas Capital Bancshares
Texas
$279K -$40.7K 1 0.23% Reduced
1319
Edgewood Management
Edgewood Management
Connecticut
$277K $0 1 0% Maintained
1320
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$275K +$175K 1 0.35% Increased
1321
CAS
CTC Alternative Strategies
Illinois
$274K +$303K 1 0.65% New
1322
PBT
Pictet Bank & Trust
Bahamas
$274K -$202K 1 0.1% Reduced
1323
WA
WFG Advisors
Texas
$274K -$135K 1 0.09% Reduced
1324
BKA
Brick & Kyle Associates
Pennsylvania
$273K -$13.9K 1 0.26% Reduced
1325
CIP
Champlain Investment Partners
Vermont
$269K +$29.7K 1 0% Increased