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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
Gradient Investments
Gradient Investments
Minnesota
$605K +$518K 1 0.11% Increased
1327
CCM
Chickasaw Capital Management
Tennessee
$598K $0 1 0.02% Maintained
1328
MIG
Mariner Investment Group
New York
$598K +$612K 1 0.12% New
1329
CS
Comerica Securities
Michigan
$597K +$610K 1 0.2% New
1330
Advisory Services Network
Advisory Services Network
Georgia
$594K +$35.6K 1 0.22% Increased
1331
CFS
Community Financial System
New York
$594K $0 1 0.13% Maintained
1332
CL
CIM LLC
New York
$590K +$183K 2 0.29% Increased
1333
CCT
Country Club Trust
Missouri
$586K -$303K 1 0.08% Reduced
1334
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$584K +$598K 1 0.13% New
1335
VCAM
Van Cleef Asset Management
Ohio
$583K $0 1 0.24% Maintained
1336
CK
Cohen Klingenstein
New York
$576K $0 1 0.1% Maintained
1337
Wealthfront
Wealthfront
California
$573K -$59.5K 1 0.04% Reduced
1338
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$568K -$186K 1 0.02% Reduced
1339
WRM
Westport Resources Management
Connecticut
$566K $0 2 0.16% Maintained
1340
PAM
Premier Asset Management
Illinois
$560K -$525K 1 0.14% Reduced
1341
FA
Fagan Associates
New York
$559K +$424K 1 0.46% New
1342
HIS
Horizon Investment Services
Indiana
$558K -$3.77M 1 0.28% Reduced
1343
Capital Investment Advisors
Capital Investment Advisors
Georgia
$557K +$76 1 0.06% Increased
1344
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$550K -$24.9K 1 0.35% Reduced
1345
BFG
Beacon Financial Group
Texas
$545K +$75.7K 1 0.12% Increased
1346
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$542K +$13.4K 1 0.06% Increased
1347
NES
New England Securities
New York
$538K -$470K 2 0.19% Reduced
1348
YP
Yellowstone Partners
Idaho
$532K +$162K 1 0.3% Increased
1349
NCM
Narwhal Capital Management
Georgia
$523K $0 1 0.21% Maintained
1350
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$521K +$3.29K 1 0.05% Increased