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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
1326
BWG
Beta Wealth Group
California
$1.7M +$56.3K 1 0.64% Increased
1327
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$1.69M -$336K 4 0.06% Reduced
1328
MC
Martin & Co
Tennessee
$1.69M +$19.8K 1 0.26% Increased
1329
Simplicity Wealth
Simplicity Wealth
New Jersey
$1.68M +$778K 1 0.06% Increased
1330
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.66M +$894K 1 0.01% Increased
1331
OIA
Oakmont Investment Advisors
Pennsylvania
$1.66M $0 1 1.15% Maintained
1332
Apella Capital
Apella Capital
Connecticut
$1.65M -$48.8K 1 0.02% Reduced
1333
SCP
Sender Company & Partners
New York
$1.65M +$1.67M 1 0.48% New
1334
KCM
KRS Capital Management
Michigan
$1.65M -$108K 1 0.77% Reduced
1335
SSA
Sierra Summit Advisors
Nevada
$1.65M -$527K 1 0.18% Reduced
1336
VSQM
V-Square Quantitative Management
Illinois
$1.65M -$197K 1 0.16% Reduced
1337
CBOR
Community Bank of Raymore
Missouri
$1.65M $0 1 0.97% Maintained
1338
CAM
Cidel Asset Management
Ontario, Canada
$1.64M +$272K 1 0.08% Increased
1339
TPWM
Twelve Points Wealth Management
Massachusetts
$1.64M -$479K 1 0.33% Reduced
1340
Groupama Asset Management
Groupama Asset Management
France
$1.63M +$3.55K 1 0.02% Increased
1341
WC
Westhampton Capital
North Carolina
$1.63M -$778K 1 0.68% Reduced
1342
WBWA
William B. Walkup & Associates
South Carolina
$1.63M +$56.3K 1 0.79% Increased
1343
PG
Patten Group
Tennessee
$1.62M -$58.2K 1 0.25% Reduced
1344
TWM
Tortuga Wealth Management
California
$1.62M -$148K 1 1.23% Reduced
1345
CP
CenterBook Partners
Connecticut
$1.62M +$1.64M 1 0.08% New
1346
GC
Garde Capital
Washington
$1.62M +$2.99K 1 0.07% Increased
1347
CPR
CSU Producer Resources
Ohio
$1.62M $0 1 5.33% Maintained
1348
CNBT
Canandaigua National Bank & Trust
New York
$1.62M +$1.64M 1 0.14% New
1349
NCM
NCM Capital Management
New Jersey
$1.62M -$7.67K 1 0.5% Reduced
1350
DCM
Dudley Capital Management
Virginia
$1.61M -$1.31K 1 0.64% Reduced