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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
YWP
YorkBridge Wealth Partners
New York
$174K -$149K 1 0.09% Reduced
1352
MFW
Mosaic Family Wealth
Missouri
$173K -$111K 1 0.07% Reduced
1353
FWM
Focused Wealth Management
New York
$170K $0 1 0.06% Maintained
1354
GWS
Glassman Wealth Services
Virginia
$169K -$1.4K 1 0.11% Reduced
1355
SC
SRB Corp
Massachusetts
$168K -$6.98K 1 0.02% Reduced
1356
LPIC
LeJeune Puetz Investment Counsel
Michigan
$165K -$44.7K 1 0.11% Reduced
1357
Penserra Capital Management
Penserra Capital Management
California
$160K +$47K 1 0.06% Increased
1358
JCM
Jacobi Capital Management
Pennsylvania
$154K +$8.17K 1 0.06% Increased
1359
AW
Alpha Windward
Massachusetts
$148K +$8.55K 1 0.1% Increased
1360
CIAN
Capstone Investment Advisors (Netherlands)
New York
$141K +$143K 1 0.49% New
1361
Smithfield Trust
Smithfield Trust
Pennsylvania
$134K -$78.2K 2 0.02% Reduced
1362
Krilogy Financial
Krilogy Financial
Missouri
$132K +$41.6K 2 0.04% Increased
1363
PK
Pflug Koory
Nebraska
$124K $0 1 0.1% Maintained
1364
NEAM
New England Asset Management
Connecticut
$118K $0 1 0% Maintained
1365
DAM
Delta Asset Management
Tennessee
$116K $0 1 0.02% Maintained
1366
Westwood Holdings Group
Westwood Holdings Group
Texas
$114K +$115K 1 0% New
1367
WPA
West Paces Advisors
Georgia
$109K +$16.8K 1 0.09% Increased
1368
Gradient Investments
Gradient Investments
Minnesota
$106K -$6.07M 1 0.01% Reduced
1369
AIM
Acrospire Investment Management
Illinois
$91K +$68K 2 0.09% Increased
1370
TCM
Tradewinds Capital Management
Washington
$90K +$28.2K 2 0.05% Increased
1371
First Manhattan
First Manhattan
New York
$89K -$1.96M 1 0% Reduced
1372
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$89K $0 1 0.05% Maintained
1373
CL
CSS LLC
Illinois
$88K $0 1 0% Maintained
1374
CBT
Central Bank & Trust
Kentucky
$87K -$2.29M 1 0.02% Reduced
1375
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$85K -$5.03K 2 0.03% Reduced