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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
1401
HEIP
Hudson Edge Investment Partners
New Jersey
$396K -$22.2K 1 0.02% Reduced
1402
MSP
Madison Street Partners
Colorado
$394K -$1.13M 1 0.28% Reduced
1403
Needham Investment Management
Needham Investment Management
New York
$394K $0 1 0.08% Maintained
1404
CPO
Cerity Partners OCIO
New York
$391K -$54.4K 1 0.06% Reduced
1405
PWAG
Polaris Wealth Advisory Group
California
$391K +$374K 1 0.09% New
1406
Wealthfront
Wealthfront
California
$390K +$366K 1 0.05% New
1407
CL
CIM LLC
New York
$388K +$371K 1 0.21% New
1408
YP
Yellowstone Partners
Idaho
$388K +$104K 1 0.24% Increased
1409
CBN
Cadence Bank NA
Texas
$387K -$228K 1 0.23% Reduced
1410
AAM
Aureus Asset Management
Massachusetts
$381K +$118K 1 0.1% Increased
1411
MBT
Montecito Bank & Trust
California
$378K +$11.5K 1 0.24% Increased
1412
CP
Camelot Portfolios
Ohio
$373K +$12.2K 1 0.25% Increased
1413
Capital International Sarl
Capital International Sarl
California
$371K $0 1 0.02% Maintained
1414
LAM
Lingohr Asset Management
Germany
$371K +$90.4K 1 0.08% Increased
1415
TCM
Tran Capital Management
California
$371K -$285K 1 0.01% Reduced
1416
B
Bellecapital
Switzerland
$369K +$352K 1 0.32% New
1417
JWBC
J.W. Burns & Co
New York
$369K +$75 1 0.13% Increased
1418
PHAM
Palisades Hudson Asset Management
Florida
$365K -$17.5K 1 0.31% Reduced
1419
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$364K -$37.7K 1 0.1% Reduced
1420
CPA
Court Place Advisors
Maryland
$363K $0 1 0.26% Maintained
1421
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$361K +$345K 1 0.01% New
1422
ICOA
Investment Centers of America
North Dakota
$361K +$405K 1 0.08% New
1423
RCA
Rex Capital Advisors
Rhode Island
$357K $0 1 0.36% Maintained
1424
BFG
Beacon Financial Group
Texas
$356K +$126K 1 0.07% Increased
1425
GA
Glenhill Advisors
New York
$356K +$140K 1 0.03% Increased