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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
1376
CCT
Country Club Trust
Missouri
$338K -$42K 1 0.05% Reduced
1377
1IA
1834 Investment Advisors
Wisconsin
$337K -$18.5K 1 0.09% Reduced
1378
IIM
Ipswich Investment Management
Massachusetts
$337K -$531K 1 0.15% Reduced
1379
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$337K -$768K 1 0.24% Reduced
1380
CT
Cambridge Trust
Massachusetts
$332K -$28.2K 1 0.03% Reduced
1381
CL
CPWM LLC
Washington
$330K +$359K 1 0.08% New
1382
CWA
Cypress Wealth Advisors
California
$329K +$358K 1 0.19% New
1383
ICOA
Investment Centers of America
North Dakota
$327K -$110K 1 0.05% Reduced
1384
SFM
Signet Financial Management
New Jersey
$327K +$356K 1 0.08% New
1385
IC
IKOS CIF
Cyprus
$326K +$355K 1 1.07% New
1386
BA
BKS Advisors
Michigan
$325K +$42K 1 0.16% Increased
1387
Edgewood Management
Edgewood Management
Connecticut
$323K +$67.7K 1 0% Increased
1388
ACM
Ativo Capital Management
Illinois
$321K +$82.4K 1 0.11% Increased
1389
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$319K +$6.75K 1 0.03% Increased
1390
IIC
Ironwood Investment Counsel
Arizona
$314K $0 1 0.16% Maintained
1391
AIM
Assured Investment Management
New York
$313K +$272K 2 0.01% Increased
1392
CPS
Counsel Portfolio Services
Ontario, Canada
$313K $0 1 0.03% Maintained
1393
BST
Bath Savings Trust
Maine
$312K -$1.14M 1 0.11% Reduced
1394
MIHAS
Maj Invest Holding A/S
Denmark
$312K $0 1 0.11% Maintained
1395
BAM
Barrett Asset Management
New York
$307K -$63.8K 1 0.03% Reduced
1396
PI
Pettee Investors
Connecticut
$302K $0 1 0.29% Maintained
1397
Quadrant Capital Group
Quadrant Capital Group
Ohio
$300K +$337K 1 0.19% New
1398
Montag & Associates
Montag & Associates
Georgia
$297K $0 1 0.04% Maintained
1399
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$295K +$195K 2 0.33% Increased
1400
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$290K +$316K 1 0.06% New