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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
$390K -$4.71K 1 0.02% Reduced
1352
PCM
Pointe Capital Management
Michigan
$389K +$86.6K 1 0.18% Increased
1353
AMIM
Aull & Monroe Investment Management
Alabama
$387K +$413K 1 0.23% New
1354
VFS
VSR Financial Services
Kansas
$386K -$153K 1 0.04% Reduced
1355
PAM
Peak Asset Management
Colorado
$382K -$131K 1 0.2% Reduced
1356
Ballentine Partners
Ballentine Partners
Massachusetts
$378K -$14.9K 1 0.04% Reduced
1357
TC
Telemus Capital
Michigan
$375K -$59K 1 0.09% Reduced
1358
Homrich & Berg
Homrich & Berg
Georgia
$374K +$35.4K 1 0.04% Increased
1359
SA
Strategic Advisors
New York
$372K -$105K 1 0.24% Reduced
1360
Miracle Mile Advisors
Miracle Mile Advisors
California
$371K +$114K 1 0.25% Increased
1361
TCB
Texas Capital Bancshares
Texas
$368K -$4.78K 1 0.25% Reduced
1362
IC
Inverness Counsel
New York
$362K -$51.5K 1 0.03% Reduced
1363
GAM
Gould Asset Management
California
$360K $0 1 0.18% Maintained
1364
NIM
Northeast Investment Management
Massachusetts
$359K $0 1 0.04% Maintained
1365
NSIM
North Star Investment Management
Illinois
$354K $0 1 0.07% Maintained
1366
Balentine LLC
Balentine LLC
Georgia
$353K -$72.3K 1 0.06% Reduced
1367
Hermes Investment Management
Hermes Investment Management
United Kingdom
$351K $0 1 0.01% Maintained
1368
Perigon Wealth Management
Perigon Wealth Management
California
$351K +$54.5K 1 0.09% Increased
1369
JWBC
J.W. Burns & Co
New York
$350K +$68 1 0.11% Increased
1370
RWA
Ropes Wealth Advisors
Massachusetts
$350K -$22.2K 1 0.19% Reduced
1371
Koshinski Asset Management
Koshinski Asset Management
Illinois
$349K +$38.2K 1 0.22% Increased
1372
BL
Bolton LP
Connecticut
$345K -$1.79M 2 0.1% Reduced
1373
JFA
JNBA Financial Advisors
Minnesota
$345K $0 1 0.13% Maintained
1374
PTC
Philadelphia Trust Company
Pennsylvania
$344K -$26.9M 1 1.27% Reduced
1375
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$339K -$2.32K 1 0.11% Reduced