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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
OAM
Oxford Asset Management
United Kingdom
$106K -$3.96M 1 0% Reduced
1352
SMFS
Squar Milner Financial Services
California
$106K +$105K 1 0.09% New
1353
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$105K +$62.5K 1 0.01% Increased
1354
Smithfield Trust
Smithfield Trust
Pennsylvania
$97K -$116K 1 0.01% Reduced
1355
CA
Centerpoint Advisors
Massachusetts
$93K $0 1 0.08% Maintained
1356
DPA
Delphi Private Advisors
California
$93K -$16.7K 1 0.31% Reduced
1357
LC
Landaas & Company
Wisconsin
$93K +$92.1K 1 0.07% New
1358
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$93K -$16.1M 1 0% Reduced
1359
BWM
Baystate Wealth Management
Massachusetts
$90K +$893 1 0.01% Increased
1360
AIM
Alambic Investment Management
California
$87K +$87K 1 0.02% New
1361
PVH
Psagot Value Holdings
Israel
$86K -$140K 1 0% Reduced
1362
MUS
Mitsubishi UFJ Securities
Japan
$85K -$128K 1 0.3% Reduced
1363
CL
CSS LLC
Illinois
$84K $0 1 0% Maintained
1364
LA
Legacy Advisors
Pennsylvania
$84K +$43.1K 1 0.06% Increased
1365
KCPG
Kavar Capital Partners Group
Kansas
$81K $0 1 0.04% Maintained
1366
BRC
Bell Rock Capital
Delaware
$79K $0 1 0.04% Maintained
1367
Summit Trail Advisors
Summit Trail Advisors
New York
$77K -$285K 1 0.03% Reduced
1368
WPA
West Paces Advisors
Georgia
$76.8K $0 1 0.06% Maintained
1369
ABA
American Beacon Advisors
Texas
$74K $0 1 0.68% Maintained
1370
BG
Bollard Group
Massachusetts
$68K +$670 1 0% Increased
1371
HSA
Hussman Strategic Advisors
Maryland
$67K $0 1 0.02% Maintained
1372
BAM
Barrett Asset Management
New York
$65K +$10.7K 1 0% Increased
1373
ACS
Archford Capital Strategies
Illinois
$64K -$18.7K 1 0.02% Reduced
1374
GWA
Guidant Wealth Advisors
Illinois
$64K $0 1 0.03% Maintained
1375
SIAS
Shine Investment Advisory Services
Colorado
$64K +$4.13K 1 0.03% Increased