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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
CPS
Counsel Portfolio Services
Ontario, Canada
$269K $0 1 0.03% Maintained
1327
IIC
Ironwood Investment Counsel
Arizona
$269K $0 1 0.15% Maintained
1328
PAI
Pittenger & Anderson Inc
Nebraska
$269K -$109K 2 0.04% Reduced
1329
MIHAS
Maj Invest Holding A/S
Denmark
$268K $0 1 0.1% Maintained
1330
QC
QCM Cayman
Texas
$268K +$438K 1 0.09% New
1331
RG
Renaissance Group
Kentucky
$268K +$437K 1 0.01% New
1332
Truepoint Inc
Truepoint Inc
Ohio
$265K +$293K 1 0.04% New
1333
BB
Bell Bank
North Dakota
$264K -$186K 1 0.21% Reduced
1334
BAM
Barrett Asset Management
New York
$263K $0 1 0.02% Maintained
1335
SMC
Smith, Moore & Co
Missouri
$260K +$38.2K 1 0.14% Increased
1336
PI
Pettee Investors
Connecticut
$259K $0 1 0.27% Maintained
1337
Miracle Mile Advisors
Miracle Mile Advisors
California
$251K -$73.8K 1 0.08% Reduced
1338
SignatureFD
SignatureFD
Georgia
$251K +$88.4K 1 0.06% Increased
1339
GWS
Glassman Wealth Services
Virginia
$250K +$951 1 0.22% Increased
1340
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$248K -$47.7K 1 0.09% Reduced
1341
MCM
Marathon Capital Management
Maryland
$248K $0 1 0.13% Maintained
1342
Quadrant Capital Group
Quadrant Capital Group
Ohio
$247K -$8.79K 1 0.17% Reduced
1343
FC
FCA Corp
Texas
$245K +$2.38K 1 0.14% Increased
1344
TBA
Train Babcock Advisors
New York
$245K $0 1 0.09% Maintained
1345
Choreo LLC
Choreo LLC
Illinois
$244K +$64.2K 1 0.06% Increased
1346
BMC
Benin Management Corp
Connecticut
$242K $0 1 0.13% Maintained
1347
SCM
Schnieders Capital Management
California
$241K -$123K 1 0.17% Reduced
1348
IC
Inverness Counsel
New York
$240K -$77.2K 1 0.02% Reduced
1349
HRT Financial
HRT Financial
New York
$238K +$264K 1 0.2% New
1350
TFA
Transamerica Financial Advisors
Florida
$238K +$238 1 0.02% Increased