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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
AW
ACG Wealth
Georgia
$366K +$537 1 0.08% Increased
1302
Hermes Investment Management
Hermes Investment Management
United Kingdom
$365K $0 1 0.01% Maintained
1303
GWM
Greenwich Wealth Management
Connecticut
$362K +$1.28K 1 0.05% Increased
1304
OAM
Occidental Asset Management
California
$361K +$102K 1 0.26% Increased
1305
CT
Coastline Trust
Rhode Island
$357K +$45.7K 1 0.07% Increased
1306
SH
Svenska Handelsbanken
Sweden
$357K $0 1 0.02% Maintained
1307
Dodge & Cox
Dodge & Cox
California
$354K $0 1 0% Maintained
1308
BTIS
BB&T Investment Services
North Carolina
$349K +$358K 1 0.26% New
1309
FMLI
Fukoku Mutual Life Insurance
Japan
$349K -$134K 1 0.06% Reduced
1310
FVCM
F&V Capital Management
Florida
$349K -$26.2K 1 0.22% Reduced
1311
NPC
National Planning Corporation
California
$348K +$19.1K 1 0.03% Increased
1312
KT
Kanaly Trust
Texas
$347K +$33.6K 1 0.07% Increased
1313
AIS
Accurate Investment Solutions
Pennsylvania
$346K $0 1 0.31% Maintained
1314
CCG
Cypress Capital Group
Florida
$346K +$117K 1 0.08% Increased
1315
CC
Courier Capital
New York
$342K -$224K 1 0.07% Reduced
1316
RMAM
Raab & Moskowitz Asset Management
New Jersey
$342K +$21.8K 1 0.19% Increased
1317
B
Bellecapital
Switzerland
$341K $0 1 0.3% Maintained
1318
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$340K +$9.4K 1 0.06% Increased
1319
SCA
Stonebridge Capital Advisors
Minnesota
$340K +$80.3K 1 0.1% Increased
1320
FHC
First Heartland Consultants
Missouri
$339K +$29.1K 1 0.1% Increased
1321
PCMM
Private Capital Management (Minnesota)
Minnesota
$339K +$94.1K 1 0.38% Increased
1322
NEAM
New England Asset Management
Connecticut
$336K $0 1 0.01% Maintained
1323
GEA
Glen Eagle Advisors
New Jersey
$336K +$347K 2 0.3% New
1324
MC
Menta Capital
California
$333K -$807K 1 0.03% Reduced
1325
QAM
Quantres Asset Management
Cayman Islands
$333K +$343K 1 0.23% New