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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
BA
Birinyi Associates
Connecticut
$221K -$27.9K 1 0.1% Reduced
1327
JWM
Janiczek Wealth Management
Colorado
$220K $0 1 0.13% Maintained
1328
ADL
Asset Dedication LLC
California
$219K -$41.1K 1 0.11% Reduced
1329
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$218K $0 1 0.01% Maintained
1330
CA
Capital Advantage
California
$217K -$17.9K 1 0.06% Reduced
1331
GC
Gilbert & Cook
Iowa
$217K +$220K 1 0.08% New
1332
SCP
Syntal Capital Partners
Texas
$217K +$220K 1 0.05% New
1333
Citizens Financial Group
Citizens Financial Group
Rhode Island
$215K $0 1 0.02% Maintained
1334
RTS
Round Table Services
New Jersey
$215K -$10.8K 1 0.08% Reduced
1335
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$212K +$152K 1 0.04% Increased
1336
Bailard
Bailard
California
$211K -$20.7K 1 0.02% Reduced
1337
SIM
SSI Investment Management
California
$211K -$3.63K 1 0.02% Reduced
1338
Miracle Mile Advisors
Miracle Mile Advisors
California
$209K +$211K 1 0.04% New
1339
Ronald Blue & Co
Ronald Blue & Co
Georgia
$208K +$1.01K 1 0.01% Increased
1340
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$208K +$14.5K 1 0.02% Increased
1341
NIM
Northeast Investment Management
Massachusetts
$206K -$191K 1 0.02% Reduced
1342
Prospera Financial Services
Prospera Financial Services
Texas
$206K -$685K 1 0.03% Reduced
1343
WP
WealthSource Partners
California
$205K +$208K 1 0.07% New
1344
JWBC
J.W. Burns & Co
New York
$204K -$20.6K 1 0.06% Reduced
1345
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$202K +$2.85K 1 0.02% Increased
1346
ANBT
American National Bank & Trust
Texas
$201K +$45.4K 1 0.06% Increased
1347
MCM
MV Capital Management
Maryland
$201K -$1.84K 1 0.06% Reduced
1348
NRS
Neville Rodie & Shaw
New York
$200K $0 1 0.02% Maintained
1349
GLI
Guardian Life Insurance
New York
$185K -$132K 1 0.03% Reduced
1350
FPF
FNY Partners Fund
New York
$175K -$73.2K 2 0.04% Reduced