← All themes Artificial Intelligence

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
TSS
Two Sigma Securities
New York
$245K -$185K 1 0% Reduced
1302
AF
AtlasMark Financial
Texas
$244K +$241K 1 0.61% New
1303
CBN
Cadence Bank NA
Texas
$244K -$2.56K 1 0.1% Reduced
1304
BPB
Badgley, Phelps & Bell
Washington
$243K +$8.81K 1 0.01% Increased
1305
CWM
CCG Wealth Management
California
$242K +$2.63K 1 0.17% Increased
1306
BW
Biegel & Waller
Maryland
$240K -$28.5K 1 0.13% Reduced
1307
FRM
Fox Run Management
Connecticut
$240K +$237K 1 0.22% New
1308
AF
Alerus Financial
North Dakota
$239K -$33.7K 1 0.03% Reduced
1309
AMG National Trust Bank
AMG National Trust Bank
Colorado
$239K -$3.58M 1 0.01% Reduced
1310
Hills Bank & Trust
Hills Bank & Trust
Iowa
$239K -$64.8K 1 0.06% Reduced
1311
LWS
Lucia Wealth Services
California
$239K +$12.3K 1 0.08% Increased
1312
Trillium Asset Management
Trillium Asset Management
Massachusetts
$238K +$235K 1 0.01% New
1313
HAIM
Hunter Associates Investment Management
Pennsylvania
$237K $0 1 0.08% Maintained
1314
CWS
Cypress Wealth Services
California
$236K +$5.19K 1 0.06% Increased
1315
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$235K -$107K 1 0.01% Reduced
1316
Homrich & Berg
Homrich & Berg
Georgia
$234K -$68.6K 1 0.01% Reduced
1317
AAM
Auxier Asset Management
Oregon
$233K -$3.76K 1 0.05% Reduced
1318
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$232K +$229K 1 0.01% New
1319
MSA
Marino Stram & Associates
Massachusetts
$231K -$60.2K 1 0.16% Reduced
1320
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$229K $0 1 0.07% Maintained
1321
HPWM
Highland Private Wealth Management
Washington
$229K +$226K 1 0.06% New
1322
JWBC
J.W. Burns & Co
New York
$229K $0 1 0.05% Maintained
1323
KTC
Kistler-Tiffany Companies
Pennsylvania
$229K $0 1 0.09% Maintained
1324
KC
Knuff & Co
California
$229K +$37.6K 1 0.16% Increased
1325
MC
Mathes Company
New York
$229K $0 1 0.12% Maintained