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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
MBTD
Mechanics Bank - Trust Department
California
$333K +$7.75K 1 0.11% Increased
1402
Perigon Wealth Management
Perigon Wealth Management
California
$333K +$44K 1 0.09% Increased
1403
Montag & Associates
Montag & Associates
Georgia
$329K -$620K 1 0.05% Reduced
1404
BKA
Brick & Kyle Associates
Pennsylvania
$327K -$499K 1 0.28% Reduced
1405
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$326K +$332K 1 0.01% New
1406
GWS
Glassman Wealth Services
Virginia
$321K -$24.9K 1 0.26% Reduced
1407
MCM
Marathon Capital Management
Maryland
$320K +$3.66K 1 0.14% Increased
1408
SI
SII Investments
Wisconsin
$318K -$355K 1 0.04% Reduced
1409
BA
BKS Advisors
Michigan
$317K +$322K 1 0.15% New
1410
MC
Menta Capital
California
$316K -$1.75K 1 0.04% Reduced
1411
TBA
Train Babcock Advisors
New York
$315K -$9.5M 1 0.1% Reduced
1412
PAMG
Patton Albertson Miller Group
Tennessee
$314K -$560K 1 0.13% Reduced
1413
RCA
Rex Capital Advisors
Rhode Island
$314K $0 1 0.29% Maintained
1414
BMC
Benin Management Corp
Connecticut
$312K +$15.9K 1 0.17% Increased
1415
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$308K -$119K 1 0.04% Reduced
1416
TFA
Transamerica Financial Advisors
Florida
$307K +$15.2K 1 0.02% Increased
1417
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$306K +$70.5K 1 0.08% Increased
1418
Jasper Ridge Partners
Jasper Ridge Partners
California
$305K $0 1 0.02% Maintained
1419
MC
MSF Capital
New York
$304K -$3.1M 1 0.08% Reduced
1420
CA
Capital Advantage
California
$299K +$36.5K 1 0.12% Increased
1421
RAM
Redmond Asset Management
Virginia
$298K +$303K 1 0.15% New
1422
Thomaspartners
Thomaspartners
Massachusetts
$297K -$3.73K 1 0% Reduced
1423
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$296K $0 1 0.27% Maintained
1424
HPCM
High Pointe Capital Management
Illinois
$293K $0 1 0.11% Maintained
1425
CBN
Cadence Bank NA
Texas
$291K -$142K 1 0.16% Reduced