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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
Cetera Advisors
Cetera Advisors
Colorado
$662K -$168K 1 0.06% Reduced
1327
FMLI
Fukoku Mutual Life Insurance
Japan
$659K -$51.2K 1 0.12% Reduced
1328
BWP
Baldwin Wealth Partners
Massachusetts
$656K -$121K 1 0.09% Reduced
1329
GCM
Glynn Capital Management
California
$654K $0 1 0.23% Maintained
1330
SOAMC
Spirit of America Management Corp
New York
$654K -$154K 1 0.17% Reduced
1331
PMG
ProVise Management Group
Florida
$648K -$214K 1 0.14% Reduced
1332
BB
Bell Bank
North Dakota
$646K -$32.8K 1 0.44% Reduced
1333
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$646K +$2.49K 1 0.4% Increased
1334
HEIP
Hudson Edge Investment Partners
New Jersey
$639K +$193K 1 0.02% Increased
1335
RC
Roundview Capital
New Jersey
$638K $0 1 0.26% Maintained
1336
GC
Gratry & Company
Ohio
$628K +$619K 1 0.21% New
1337
F
FolioMetrix
Nebraska
$627K +$560K 2 0.44% New
1338
FNBSF
First National Bank Sioux Falls
South Dakota
$621K -$23.9K 1 1.75% Reduced
1339
FNBOMD
First National Bank of Mount Dora
Florida
$618K -$104K 1 0.35% Reduced
1340
PI
Panthera Investment
Germany
$614K +$566K 1 0.16% New
1341
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$613K -$36.2K 1 0.01% Reduced
1342
RCAG
Rehmann Capital Advisory Group
Michigan
$612K -$172K 1 0.14% Reduced
1343
KTC
Kistler-Tiffany Companies
Pennsylvania
$602K -$12.8K 1 0.39% Reduced
1344
Sageworth Trust
Sageworth Trust
Pennsylvania
$599K +$590K 1 0.18% New
1345
RCM
Reynolds Capital Management
Nevada
$598K -$100K 2 0.5% Reduced
1346
CCM
Chickasaw Capital Management
Tennessee
$595K $0 1 0.02% Maintained
1347
CB
Community Bank
New York
$587K +$579K 1 0.13% New
1348
GS
GAM Systematic
United Kingdom
$585K +$576K 1 0.12% New
1349
GC
Garde Capital
Washington
$581K +$572K 1 0.18% New
1350
WRM
Westport Resources Management
Connecticut
$573K $0 2 0.15% Maintained