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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
Boston Advisors
Massachusetts
$202K +$7.65K 1 0.01% Increased
1327
Horizon Kinetics
Horizon Kinetics
New York
$202K -$48.1K 1 0.01% Reduced
1328
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$201K -$212K 1 0.01% Reduced
1329
SG
StoneX Group
New York
$201K -$56.3K 1 0.19% Reduced
1330
VC
Vicus Capital
Pennsylvania
$201K -$914K 1 0.03% Reduced
1331
MAS
Managed Account Services
Florida
$200K $0 1 0.13% Maintained
1332
CF
Centaurus Financial
California
$199K +$14.1K 1 0.05% Increased
1333
MSA
Marino Stram & Associates
Massachusetts
$199K $0 1 0.18% Maintained
1334
RE
RBC Europe
United Kingdom
$199K $0 2 0.02% Maintained
1335
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$198K -$1.66M 1 0.02% Reduced
1336
Walleye Trading
Walleye Trading
New York
$197K -$16.1M 1 0% Reduced
1337
C
Cerebellum
California
$189K +$92.1K 1 0.24% Increased
1338
Global Retirement Partners
Global Retirement Partners
California
$189K +$48.5K 2 0.05% Increased
1339
GLI
Guardian Life Insurance
New York
$188K -$88.7K 1 0.03% Reduced
1340
MCM
MV Capital Management
Maryland
$184K +$1.78K 1 0.05% Increased
1341
CPH
C Partners Holding
Switzerland
$181K -$120K 1 0.08% Reduced
1342
BLA
Balter Liquid Alternatives
Massachusetts
$169K +$138K 1 0.16% Increased
1343
GWS
Glassman Wealth Services
Virginia
$165K +$1.34K 1 0.1% Increased
1344
IWP
Icon Wealth Partners
Texas
$165K -$30.9K 1 0.09% Reduced
1345
GEA
Glen Eagle Advisors
New Jersey
$165K +$3.38K 2 0.14% Increased
1346
FA
Fortis Advisors
Pennsylvania
$163K $0 1 0.09% Maintained
1347
PCG
Private Capital Group
Connecticut
$161K -$18K 2 0.04% Reduced
1348
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$161K +$76.5K 1 0.07% Increased
1349
NIM
NuWave Investment Management
New Jersey
$158K -$934K 1 0.25% Reduced
1350
CEP
Chicago Equity Partners
Illinois
$156K $0 1 0.01% Maintained