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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
1351
PSC
Prentiss Smith & Co
Vermont
$227K -$26.2K 1 0.12% Reduced
1352
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$224K -$3.47K 1 0.12% Reduced
1353
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$223K $0 1 0% Maintained
1354
HC
HHG & Company
Connecticut
$223K -$65.6K 1 0.09% Reduced
1355
CIA
Covington Investment Advisors
Pennsylvania
$218K +$212K 1 0.15% New
1356
PCA
Private Capital Advisors
Connecticut
$218K +$213K 1 0.08% New
1357
Meag Munich Ergo
Meag Munich Ergo
Germany
$217K -$149K 1 0.02% Reduced
1358
BBA
BLB&B Advisors
Pennsylvania
$216K -$13K 1 0.06% Reduced
1359
HM Payson & Co
HM Payson & Co
Maine
$212K +$207K 1 0.01% New
1360
HT
HighTower Trust
Texas
$210K -$416K 1 0.03% Reduced
1361
AIS
APG Investment Services
Netherlands
$202K +$197K 1 3.01% New
1362
MS
Madison Scottsdale
Arizona
$202K -$166K 1 0.19% Reduced
1363
CS
Comerica Securities
Michigan
$201K +$196K 1 0.23% New
1364
PL
Parthenon LLC
Kentucky
$201K +$195K 1 0.07% New
1365
SCM
Siphron Capital Management
California
$194K $0 1 0.18% Maintained
1366
MI
Mercer Investments
Massachusetts
$191K +$186K 1 0.43% New
1367
PAS
Partnervest Advisory Services
California
$187K +$67.8K 2 0.1% Increased
1368
EWM
Elite Wealth Management
Washington
$186K +$56.8K 1 0.16% Increased
1369
NES
New England Securities
New York
$178K +$50.2K 1 0.09% Increased
1370
ARMC
American Research & Management Company
Massachusetts
$175K $0 1 0.07% Maintained
1371
BG
Bollard Group
Massachusetts
$174K +$170K 1 0.02% New
1372
Welch Group
Welch Group
Alabama
$169K -$1.97K 1 0.04% Reduced
1373
HR
Howe & Rusling
New York
$165K +$15.3K 1 0.06% Increased
1374
PCM
Prelude Capital Management
New York
$165K -$328K 2 0.03% Reduced
1375
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$162K +$85.2K 1 0.01% Increased