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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
GCM
Glynn Capital Management
California
$697K $0 1 0.23% Maintained
1327
ACM
Aviance Capital Management
Florida
$686K -$41.6K 2 0.03% Reduced
1328
TSBJ
Trevor, Stewart, Burton & Jacobsen
New York
$685K -$39.7K 1 0.36% Reduced
1329
Wealthfront
Wealthfront
California
$683K +$284K 1 0.06% Increased
1330
RC
Roundview Capital
New Jersey
$680K +$39.5K 1 0.27% Increased
1331
FNBSF
First National Bank Sioux Falls
South Dakota
$672K -$10K 1 1.72% Reduced
1332
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$663K -$565K 1 0.11% Reduced
1333
JIP
Jaffetilchin Investment Partners
Florida
$663K -$1.02M 1 0.24% Reduced
1334
TCTC Holdings
TCTC Holdings
Texas
$662K $0 1 0.04% Maintained
1335
Brighton Jones LLC
Brighton Jones LLC
Washington
$654K -$1.03K 1 0.15% Reduced
1336
HIC
Hartline Investment Corp
Illinois
$651K -$1.54M 1 0.23% Reduced
1337
VIA
Vantage Investment Advisors
Pennsylvania
$650K +$2.94K 2 0.4% Increased
1338
Park National Corp
Park National Corp
Ohio
$647K -$17.1K 1 0.04% Reduced
1339
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$645K -$824K 1 0.01% Reduced
1340
SEC
Seven Eight Capital
New York
$642K +$644K 1 0.62% New
1341
ALPS Advisors
ALPS Advisors
Colorado
$639K +$15.9K 1 0.01% Increased
1342
CCM
Chickasaw Capital Management
Tennessee
$634K -$65.2K 1 0.02% Reduced
1343
CFS
Community Financial System
New York
$629K -$7.39K 1 0.14% Reduced
1344
FM
Foster & Motley
Ohio
$626K +$171K 1 0.14% Increased
1345
VCAM
Van Cleef Asset Management
Ohio
$618K +$143K 1 0.26% Increased
1346
CK
Cohen Klingenstein
New York
$610K $0 1 0.12% Maintained
1347
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$608K +$9.22K 1 0.36% Increased
1348
SA
Strategic Advisors
New York
$593K +$8.03K 1 0.38% Increased
1349
Advisory Services Network
Advisory Services Network
Georgia
$592K +$73.6K 1 0.25% Increased
1350
Capital Investment Advisors
Capital Investment Advisors
Georgia
$590K +$69.6K 1 0.07% Increased