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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
CK
Cohen Klingenstein
New York
$572K $0 1 0.11% Maintained
1352
PHS
Pekin Hardy Strauss
Illinois
$570K +$561K 1 0.08% New
1353
WA
WESPAC Advisors
California
$570K +$561K 1 0.4% New
1354
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$567K -$40.6K 1 0.27% Reduced
1355
CCG
Chatham Capital Group
Georgia
$560K +$551K 1 0.17% New
1356
VCAM
Van Cleef Asset Management
Ohio
$556K -$22.9K 1 0.21% Reduced
1357
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$554K +$35.1K 1 0.05% Increased
1358
Gradient Investments
Gradient Investments
Minnesota
$546K -$55K 1 0.09% Reduced
1359
BFG
Beacon Financial Group
Texas
$545K -$1.61K 1 0.11% Reduced
1360
Capital Investment Advisors
Capital Investment Advisors
Georgia
$541K -$12.3K 1 0.06% Reduced
1361
PAM
Peak Asset Management
Colorado
$537K +$529K 1 0.28% New
1362
AIM
Acuity Investment Management
Ontario, Canada
$527K +$417K 1 0.42% Increased
1363
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$527K -$18.9K 1 0.32% Reduced
1364
NES
New England Securities
New York
$524K -$20.6K 2 0.18% Reduced
1365
PFA
Paradigm Financial Advisors
Missouri
$524K +$23.8K 1 0.43% Increased
1366
TYCC
Texas Yale Capital Corp
Florida
$522K -$801K 1 0.05% Reduced
1367
CT
Coastline Trust
Rhode Island
$519K +$511K 1 0.11% New
1368
IC
Inverness Counsel
New York
$511K +$51.2K 1 0.04% Increased
1369
Brighton Jones LLC
Brighton Jones LLC
Washington
$508K -$95.7K 1 0.12% Reduced
1370
BA
Birinyi Associates
Connecticut
$505K $0 1 0.23% Maintained
1371
CL
CIM LLC
New York
$505K -$118K 2 0.24% Reduced
1372
GHAM
Gilman Hill Asset Management
Connecticut
$505K +$69.5K 1 0.26% Increased
1373
CNFG
Creegan & Nassoura Financial Group
New Hampshire
$500K +$492K 1 0.51% New
1374
CT
Cambridge Trust
Massachusetts
$499K +$9.73K 1 0.04% Increased
1375
NCM
Narwhal Capital Management
Georgia
$498K -$22K 1 0.19% Reduced