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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
MCM
McKinley Capital Management
Alaska
$570K -$5.85M 1 0.02% Reduced
1352
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$558K +$173K 1 0.07% Increased
1353
Emerald Advisers
Emerald Advisers
Pennsylvania
$552K -$103K 1 0.03% Reduced
1354
NCM
Narwhal Capital Management
Georgia
$552K +$527K 1 0.23% New
1355
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$546K +$64K 1 0.05% Increased
1356
WRM
Westport Resources Management
Connecticut
$545K $0 2 0.15% Maintained
1357
LIC
Lodestar Investment Counsel
Illinois
$544K +$520K 1 0.17% New
1358
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$539K -$50K 1 0% Reduced
1359
BA
Birinyi Associates
Connecticut
$536K $0 1 0.27% Maintained
1360
SCM
Southport Capital Management
Tennessee
$535K +$511K 1 0.38% New
1361
TSWM
Triangle Securities Wealth Management
North Carolina
$534K -$226K 1 0.48% Reduced
1362
Ballentine Partners
Ballentine Partners
Massachusetts
$533K +$8.06K 1 0.06% Increased
1363
Hermes Investment Management
Hermes Investment Management
United Kingdom
$520K $0 1 0.02% Maintained
1364
Capital Investment Advisors
Capital Investment Advisors
Georgia
$518K +$28.8K 1 0.07% Increased
1365
FHB
First Hawaiian Bank
Hawaii
$518K -$20.7K 1 0.09% Reduced
1366
Advisory Services Network
Advisory Services Network
Georgia
$517K +$381K 1 0.27% Increased
1367
FVCM
F&V Capital Management
Florida
$504K +$3.39K 1 0.4% Increased
1368
ARTA
A.R.T. Advisors
New York
$499K -$10.6M 1 0.03% Reduced
1369
BRWA
B. Riley Wealth Advisors
Florida
$497K +$51.7K 1 0.15% Increased
1370
LWM
Lenox Wealth Management
Ohio
$496K -$47.4K 1 0.26% Reduced
1371
NSIM
North Star Investment Management
Illinois
$495K $0 1 0.1% Maintained
1372
First Horizon Advisors
First Horizon Advisors
Tennessee
$488K +$47.7K 1 0.07% Increased
1373
Brinker Capital
Brinker Capital
Pennsylvania
$487K +$465K 1 0.04% New
1374
TYCC
Texas Yale Capital Corp
Florida
$485K $0 1 0.07% Maintained
1375
CT
Cambridge Trust
Massachusetts
$484K +$14.7K 1 0.04% Increased