← All themes Artificial Intelligence

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
Capital Investment Advisors
Capital Investment Advisors
Georgia
$482K -$23.6K 1 0.05% Reduced
1327
YP
Yellowstone Partners
Idaho
$480K +$54.8K 1 0.24% Increased
1328
CK
Carnick & Kubik
Colorado
$477K +$17.6K 1 0.4% Increased
1329
Horizon Kinetics
Horizon Kinetics
New York
$476K -$1M 1 0.01% Reduced
1330
TC
Telemus Capital
Michigan
$475K -$2.59M 1 0.12% Reduced
1331
ICOA
Investment Centers of America
North Dakota
$473K +$90.1K 1 0.07% Increased
1332
SCM
Salem Capital Management
Massachusetts
$472K +$125K 1 0.24% Increased
1333
SCA
Strategic Capital Alternatives
United States
$472K +$450K 2 0.12% New
1334
BA
Birinyi Associates
Connecticut
$471K $0 1 0.31% Maintained
1335
GHAM
Gilman Hill Asset Management
Connecticut
$471K -$493 1 0.22% Reduced
1336
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$469K -$403K 1 0.02% Reduced
1337
SCM
Schnieders Capital Management
California
$466K -$639K 1 0.28% Reduced
1338
Balentine LLC
Balentine LLC
Georgia
$465K +$472K 1 0.09% New
1339
NCM
Narwhal Capital Management
Georgia
$465K $0 1 0.17% Maintained
1340
PAM
Premier Asset Management
Illinois
$464K $0 1 0.11% Maintained
1341
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$461K -$226K 1 0.04% Reduced
1342
LWM
Lenox Wealth Management
Ohio
$460K +$1.69K 1 0.32% Increased
1343
VIA
Vantage Investment Advisors
Pennsylvania
$457K +$156K 1 0.13% Increased
1344
Brighton Jones LLC
Brighton Jones LLC
Washington
$455K -$19.7K 1 0.1% Reduced
1345
RHBC
R.H. Bluestein & Co
Michigan
$454K -$155K 1 0.03% Reduced
1346
IC
Inverness Counsel
New York
$453K -$24.7K 1 0.03% Reduced
1347
GD
Grandfield & Dodd
New York
$451K +$32.3K 1 0.07% Increased
1348
ICM
IMS Capital Management
Oregon
$450K +$82.1K 1 0.5% Increased
1349
PIM
Progressive Investment Management
Oregon
$449K -$7M 1 1.55% Reduced
1350
Brinker Capital
Brinker Capital
Pennsylvania
$442K -$8.53K 1 0.04% Reduced