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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
MC
Maplelane Capital
New York
$666K +$636K 1 0.02% New
1327
Park National Corp
Park National Corp
Ohio
$661K +$48K 1 0.05% Increased
1328
BHB
Bank Hapoalim BM
Israel
$661K -$63.4K 1 0.18% Reduced
1329
TCTC Holdings
TCTC Holdings
Texas
$659K $0 1 0.04% Maintained
1330
Brighton Jones LLC
Brighton Jones LLC
Washington
$652K -$24.7K 1 0.15% Reduced
1331
VIA
Vantage Investment Advisors
Pennsylvania
$644K +$6.19K 2 0.43% Increased
1332
MC
Moors & Cabot
Massachusetts
$641K +$612K 1 0.16% New
1333
RC
Roundview Capital
New Jersey
$638K -$753 1 0.31% Reduced
1334
CFS
Community Financial System
New York
$633K -$56.5K 1 0.14% Reduced
1335
ALPS Advisors
ALPS Advisors
Colorado
$620K -$818K 1 0.01% Reduced
1336
CHAM
Clear Harbor Asset Management
Connecticut
$620K +$70K 1 0.15% Increased
1337
AIM
Acropolis Investment Management
Missouri
$609K -$31.6K 1 0.12% Reduced
1338
CK
Cohen Klingenstein
New York
$607K $0 1 0.12% Maintained
1339
BO
Bank OZK
Arkansas
$598K +$175K 1 0.22% Increased
1340
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$596K -$1.13M 1 0.11% Reduced
1341
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$595K -$7.3K 1 0.37% Reduced
1342
FFA
Fragasso Financial Advisors
Pennsylvania
$593K +$13.6K 1 0.61% Increased
1343
KTC
Kistler-Tiffany Companies
Pennsylvania
$589K +$15.7K 1 0.44% Increased
1344
PFBT
Parkside Financial Bank & Trust
Missouri
$585K +$25.3K 1 0.37% Increased
1345
SA
Strategic Advisors
New York
$582K +$44.6K 1 0.39% Increased
1346
Thomaspartners
Thomaspartners
Massachusetts
$580K +$554K 1 0.01% New
1347
RMAM
Raab & Moskowitz Asset Management
New Jersey
$579K -$45.2K 1 0.32% Reduced
1348
NES
New England Securities
New York
$578K +$310K 2 0.22% Increased
1349
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$574K +$20.6K 1 0.05% Increased
1350
SCI
S&CO Inc
Massachusetts
$573K $0 1 0.09% Maintained