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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
First Manhattan
First Manhattan
New York
$79K -$4.76K 1 0% Reduced
1327
SIM
Spark Investment Management
New York
$79K -$415K 1 0% Reduced
1328
BRC
Bell Rock Capital
Delaware
$78K $0 1 0.04% Maintained
1329
CPA
Cowen Prime Advisors
New York
$75K -$2.06K 1 0.04% Reduced
1330
TCM
Tradewinds Capital Management
Washington
$75K -$10.6K 2 0.04% Reduced
1331
DPA
Delphi Private Advisors
California
$71K $0 1 0.21% Maintained
1332
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$16.5K 1 0.06% Increased
1333
WA
WealthTrust-Arizona
Arizona
$71K +$4.92K 1 0.04% Increased
1334
GAM
Gemmer Asset Management
California
$69K +$53 1 0.03% Increased
1335
FFC
First Financial Corp
Indiana
$68K -$10.6K 1 0.04% Reduced
1336
MCIA
Mountain Capital Investment Advisors
Colorado
$62K $0 1 0.06% Maintained
1337
BG
Bollard Group
Massachusetts
$61K +$688 1 0% Increased
1338
FBT
First Bank & Trust
South Dakota
$61K +$7.88K 1 0.05% Increased
1339
GWA
Guidant Wealth Advisors
Illinois
$60K +$60.9K 1 0.04% New
1340
PFSC
Peoples Financial Services Corp
Pennsylvania
$59K $0 1 0.03% Maintained
1341
ABA
American Beacon Advisors
Texas
$58K $0 1 0.69% Maintained
1342
Avior Wealth Management
Avior Wealth Management
Nebraska
$58K +$9.84K 1 0.02% Increased
1343
AIS
AlphaOne Investment Services
Pennsylvania
$56K +$57.1K 1 0.01% New
1344
IIC
Integrated Investment Consultants
Michigan
$54K +$2.38K 1 0.02% Increased
1345
MFBTD
MB Financial Bank - Trust Department
Illinois
$53K -$22K 1 0.01% Reduced
1346
EVC
Eidelman Virant Capital
Missouri
$51K $0 1 0.03% Maintained
1347
TFO
Tarbox Family Office
California
$51K -$1.64K 1 0.02% Reduced
1348
Close Asset Management
Close Asset Management
United Kingdom
$47K $0 1 0% Maintained
1349
BWM
Baystate Wealth Management
Massachusetts
$45K -$13.3K 1 0.01% Reduced
1350
BA
Bristlecone Advisors
Washington
$44K +$45K 1 0.01% New