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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
EAM
Evanson Asset Management
California
$237K +$1.13K 1 0.09% Increased
1352
WA
WealthTrust Axiom
Pennsylvania
$237K +$263K 1 0.1% New
1353
1IA
1834 Investment Advisors
Wisconsin
$236K -$58.5K 1 0.06% Reduced
1354
Jasper Ridge Partners
Jasper Ridge Partners
California
$236K $0 1 0.02% Maintained
1355
MC
MSF Capital
New York
$236K $0 1 0.06% Maintained
1356
SFM
Signature Financial Management
Virginia
$234K +$258K 1 0.14% New
1357
Perigon Wealth Management
Perigon Wealth Management
California
$232K -$76.3K 1 0.07% Reduced
1358
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$231K -$11.2M 1 0.03% Reduced
1359
TH
Timber Hill
Connecticut
$231K -$1.43M 1 0% Reduced
1360
HCM
Harvest Capital Management
New Hampshire
$229K $0 1 0.1% Maintained
1361
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$229K $0 1 0.24% Maintained
1362
WEC
Winslow Evans & Crocker
Massachusetts
$228K -$165K 2 0.07% Reduced
1363
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$226K -$16.9M 1 0% Reduced
1364
SAM
Security Asset Management
New York
$225K -$158K 1 0.24% Reduced
1365
AAM
Aureus Asset Management
Massachusetts
$224K -$124K 1 0.06% Reduced
1366
CA
Capital Advantage
California
$223K -$11.9K 1 0.09% Reduced
1367
FHB
First Hawaiian Bank
Hawaii
$223K +$40.6K 1 0.04% Increased
1368
CG
Clinton Group
New York
$222K -$6.51M 1 0.02% Reduced
1369
NG
Northstar Group
New York
$222K +$24.3K 1 0.18% Increased
1370
CPO
Cerity Partners OCIO
New York
$219K +$240K 1 0.02% New
1371
PRC
Platte River Capital
Colorado
$219K +$243K 1 0.2% New
1372
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$217K +$5.7K 1 0.04% Increased
1373
MC
Menta Capital
California
$217K $0 1 0.03% Maintained
1374
MSTVIM
Messner & Smith Theme Value Investment Management
California
$215K $0 1 0.42% Maintained
1375
CT
Cambridge Trust
Massachusetts
$214K -$79K 1 0.02% Reduced