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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
OIM
Orca Investment Management
Oregon
$447K -$2.57M 1 0.4% Reduced
1402
POA
Pergamon Offshore Advisors
New York
$446K +$439K 1 0.42% New
1403
YMRC
Yorktown Management & Research Company
Virginia
$446K -$256K 1 0.09% Reduced
1404
BIM
Beach Investment Management
Pennsylvania
$440K +$433K 1 0.62% New
1405
HC
HHG & Company
Connecticut
$439K +$107K 1 0.1% Increased
1406
CC
Courier Capital
New York
$436K -$310K 1 0.09% Reduced
1407
RHBC
R.H. Bluestein & Co
Michigan
$434K +$399K 1 0.03% New
1408
Choreo LLC
Choreo LLC
Illinois
$427K +$90.8K 1 0.11% Increased
1409
GAM
Gould Asset Management
California
$427K +$126K 1 0.21% Increased
1410
MIHAS
Maj Invest Holding A/S
Denmark
$424K $0 1 0.17% Maintained
1411
NSIM
North Star Investment Management
Illinois
$420K -$46.1K 1 0.08% Reduced
1412
DLHL
Donald L. Hagan LLC
Florida
$418K +$411K 1 0.39% New
1413
UFF
USA Financial Formulas
Michigan
$417K +$411K 1 0.14% New
1414
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$414K -$9.88K 1 0.16% Reduced
1415
ICOA
Investment Centers of America
North Dakota
$410K -$78.1K 1 0.09% Reduced
1416
JFA
JNBA Financial Advisors
Minnesota
$410K $0 1 0.17% Maintained
1417
FMA
FNY Managed Accounts
New York
$409K +$403K 1 0.48% New
1418
CAS
Cue Advisory Services
Arizona
$407K +$400K 1 0.43% New
1419
TCB
Texas Capital Bancshares
Texas
$404K +$397K 1 0.22% New
1420
MBT
Montecito Bank & Trust
California
$402K +$9.22K 1 0.21% Increased
1421
UBWV
United Bank (West Virginia)
West Virginia
$402K +$38.4K 1 0.15% Increased
1422
KAH
Kathryn A. Hall
$401K +$394K 1 0.11% New
1423
PIM
Provident Investment Management
Michigan
$400K -$18.1M 1 0.09% Reduced
1424
1IA
1834 Investment Advisors
Wisconsin
$396K -$98.5K 1 0.11% Reduced
1425
ICM
IMS Capital Management
Oregon
$396K +$115K 1 0.45% Increased