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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
CC
Courier Capital
New York
$442K +$35.3K 1 0.09% Increased
1352
FVCM
F&V Capital Management
Florida
$440K -$3.52K 1 0.3% Reduced
1353
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$438K +$169K 1 0.06% Increased
1354
MCM
McKinley Capital Management
Alaska
$437K -$16.1K 1 0.02% Reduced
1355
CI
CAZ Investments
Texas
$436K -$633K 1 0.31% Reduced
1356
Ballentine Partners
Ballentine Partners
Massachusetts
$434K -$21.2K 1 0.04% Reduced
1357
CNFG
Creegan & Nassoura Financial Group
New Hampshire
$432K -$35.2K 1 0.44% Reduced
1358
CCM
Connective Capital Management
California
$419K -$835K 1 0.66% Reduced
1359
CCT
Country Club Trust
Missouri
$417K -$42.3K 1 0.06% Reduced
1360
OIM
Orca Investment Management
Oregon
$417K $0 1 0.37% Maintained
1361
BRWA
B. Riley Wealth Advisors
Florida
$414K -$397K 1 0.1% Reduced
1362
TCB
Texas Capital Bancshares
Texas
$412K +$35.9K 1 0.23% Increased
1363
RWA
Ropes Wealth Advisors
Massachusetts
$410K +$416K 1 0.21% New
1364
BAM
Barrett Asset Management
New York
$405K -$1.24M 1 0.03% Reduced
1365
FM
Foster & Motley
Ohio
$402K -$373K 1 0.09% Reduced
1366
PBT
Pictet Bank & Trust
Bahamas
$402K -$2.74M 1 0.15% Reduced
1367
GAM
Gould Asset Management
California
$398K $0 1 0.2% Maintained
1368
UFF
USA Financial Formulas
Michigan
$398K +$8.88K 1 0.13% Increased
1369
CT
Cambridge Trust
Massachusetts
$397K -$70.1K 1 0.03% Reduced
1370
NIM
Northeast Investment Management
Massachusetts
$397K -$1.63M 1 0.04% Reduced
1371
AAM
Aureus Asset Management
Massachusetts
$395K +$137K 1 0.09% Increased
1372
LCM
Landscape Capital Management
New Jersey
$395K +$402K 1 0.11% New
1373
1IA
1834 Investment Advisors
Wisconsin
$392K +$23.3K 1 0.11% Increased
1374
BMM
Buffington Mohr McNeal
Idaho
$392K +$208K 1 0.22% Increased
1375
NSIM
North Star Investment Management
Illinois
$392K $0 1 0.07% Maintained