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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
GBT
Grove Bank & Trust
Florida
$284K +$129K 1 0.23% Increased
1302
TCM
Teza Capital Management
Illinois
$280K +$283K 1 0.08% New
1303
Confluence Investment Management
Confluence Investment Management
Missouri
$278K +$281K 1 0.01% New
1304
FPB
First PREMIER Bank
South Dakota
$278K +$89.1K 1 0.21% Increased
1305
SAM
Shamrock Asset Management
Texas
$277K +$28.7K 1 0.17% Increased
1306
FC
FCA Corp
Texas
$276K +$2.5K 1 0.13% Increased
1307
AP
Atwood & Palmer
Missouri
$275K $0 1 0.04% Maintained
1308
FAN
Financial Advisors Network
California
$275K +$27.2K 1 0.24% Increased
1309
PL
Parkwood LLC
Ohio
$274K +$277K 1 0.04% New
1310
ADL
Asset Dedication LLC
California
$272K -$64.7K 1 0.15% Reduced
1311
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$270K $0 1 0.05% Maintained
1312
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$269K +$81.1K 1 0.03% Increased
1313
PIM
Profit Investment Management
Maryland
$269K -$60.9K 1 0.22% Reduced
1314
GCP
GSA Capital Partners
United Kingdom
$268K -$7.21M 1 0.01% Reduced
1315
BB
Bell Bank
North Dakota
$267K +$8.41K 1 0.1% Increased
1316
Choreo LLC
Choreo LLC
Illinois
$265K -$91.8K 1 0.04% Reduced
1317
JWS
Juncture Wealth Strategies
Arizona
$263K -$9.98K 1 0.16% Reduced
1318
NWP
Northstar Wealth Partners
Connecticut
$260K +$267K 1 0.24% New
1319
BA
Birinyi Associates
Connecticut
$258K -$131K 1 0.13% Reduced
1320
Mission Wealth Management
Mission Wealth Management
California
$257K +$55.7K 1 0.05% Increased
1321
ECM
Estabrook Capital Management
New York
$257K +$23.2K 1 0.04% Increased
1322
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$255K -$612K 1 0.08% Reduced
1323
FPF
FNY Partners Fund
New York
$252K +$208K 2 0.03% Increased
1324
Jasper Ridge Partners
Jasper Ridge Partners
California
$252K $0 1 0.02% Maintained
1325
EM
Excalibur Management
Massachusetts
$251K +$1.8K 1 0.22% Increased