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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
AWA
ARS Wealth Advisors
Florida
$213K +$22.7K 1 0.09% Increased
1377
Laurion Capital Management
Laurion Capital Management
New York
$213K +$210K 1 0% New
1378
MCM
MV Capital Management
Maryland
$211K -$3.83K 1 0.07% Reduced
1379
NRS
Neville Rodie & Shaw
New York
$208K -$7.25K 1 0.02% Reduced
1380
BIAS
Beacon Investment Advisory Services
New Jersey
$207K +$209K 1 0.04% New
1381
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$206K +$11.6K 1 0.02% Increased
1382
YMRC
Yorktown Management & Research Company
Virginia
$206K $0 1 0.05% Maintained
1383
CFS
Commonwealth Financial Services
West Virginia
$205K +$175K 1 0.22% Increased
1384
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$201K -$23.9K 1 0.02% Reduced
1385
AA
AlphaMark Advisors
Kentucky
$197K $0 1 0.09% Maintained
1386
HA
Harfst & Associates
Wyoming
$182K +$184K 1 0.08% New
1387
SC
SRB Corp
Massachusetts
$182K +$39.3K 1 0.03% Increased
1388
FWM
Focused Wealth Management
New York
$177K $0 1 0.07% Maintained
1389
GWS
Glassman Wealth Services
Virginia
$177K -$12.3K 1 0.12% Reduced
1390
Welch Group
Welch Group
Alabama
$174K +$4K 1 0.03% Increased
1391
ANBT
American National Bank & Trust
Texas
$162K +$47.7K 1 0.05% Increased
1392
FMA
FNY Managed Accounts
New York
$157K +$160K 1 0.49% New
1393
SCM
Segantii Capital Management
Hong Kong
$156K +$123K 1 0.03% New
1394
JCM
Jacobi Capital Management
Pennsylvania
$148K +$17.4K 2 0.08% Increased
1395
AW
Alpha Windward
Massachusetts
$145K -$398K 1 0.09% Reduced
1396
IR
Invictus RG
Bermuda
$133K -$77.1K 1 0.09% Reduced
1397
PK
Pflug Koory
Nebraska
$128K +$26.1K 1 0.11% Increased
1398
NEAM
New England Asset Management
Connecticut
$123K -$174K 1 0% Reduced
1399
DAM
Delta Asset Management
Tennessee
$120K $0 1 0.02% Maintained
1400
Penserra Capital Management
Penserra Capital Management
California
$118K -$1.22M 1 0.01% Reduced