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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
BA
Birinyi Associates
Connecticut
$508K $0 1 0.23% Maintained
1352
LIC
Lodestar Investment Counsel
Illinois
$505K -$10.9K 1 0.15% Reduced
1353
PFA
Paradigm Financial Advisors
Missouri
$503K -$10.2K 1 0.43% Reduced
1354
1IA
1834 Investment Advisors
Wisconsin
$499K -$3.74M 1 0.14% Reduced
1355
CBN
Cadence Bank NA
Texas
$498K +$12.7K 1 0.27% Increased
1356
MCM
McKinley Capital Management
Alaska
$498K -$5.05K 1 0.02% Reduced
1357
Ballentine Partners
Ballentine Partners
Massachusetts
$496K +$2.75K 1 0.06% Increased
1358
GGPS
Gary Goldberg Planning Services
New York
$496K +$147K 1 0.21% Increased
1359
PAM
Princeton Alpha Management
New Jersey
$496K -$2.78M 1 0.11% Reduced
1360
CT
Cambridge Trust
Massachusetts
$493K +$78.4K 1 0.04% Increased
1361
Hermes Investment Management
Hermes Investment Management
United Kingdom
$493K $0 1 0.01% Maintained
1362
ICOA
Investment Centers of America
North Dakota
$490K +$35K 1 0.09% Increased
1363
PFBT
Parkside Financial Bank & Trust
Missouri
$483K +$91.2K 1 0.29% Increased
1364
FC
Fayerweather Charles
$481K +$14.5K 1 1.66% Increased
1365
FVCM
F&V Capital Management
Florida
$478K $0 1 0.35% Maintained
1366
Spot Trading
Spot Trading
Illinois
$477K +$322K 2 0% Increased
1367
NSIM
North Star Investment Management
Illinois
$470K $0 1 0.09% Maintained
1368
AHC
Anderson Hoagland & Co
Missouri
$469K $0 1 0.29% Maintained
1369
Brinker Capital
Brinker Capital
Pennsylvania
$468K +$5.28K 1 0.04% Increased
1370
TSBJ
Trevor, Stewart, Burton & Jacobsen
New York
$467K -$184K 1 0.3% Reduced
1371
GD
Grandfield & Dodd
New York
$462K +$9.33K 1 0.07% Increased
1372
IC
Inverness Counsel
New York
$462K -$91.8K 1 0.04% Reduced
1373
WAS
Winch Advisory Services
Wisconsin
$462K -$1.65M 1 0.3% Reduced
1374
CK
Carnick & Kubik
Colorado
$456K +$3.82K 1 0.42% Increased
1375
ST
Sabal Trust
Florida
$454K +$31.9K 1 0.06% Increased