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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
GWS
Glassman Wealth Services
Virginia
$290K +$887 1 0.23% Increased
1402
MCM
Marathon Capital Management
Maryland
$289K $0 1 0.13% Maintained
1403
DIP
DT Investment Partners
Pennsylvania
$288K +$313K 1 0.07% New
1404
TDC
Thompson Davis & Co
Virginia
$288K -$433K 1 0.33% Reduced
1405
TBA
Train Babcock Advisors
New York
$285K $0 1 0.09% Maintained
1406
FC
FCA Corp
Texas
$283K +$309K 1 0.16% New
1407
BMC
Benin Management Corp
Connecticut
$282K $0 1 0.15% Maintained
1408
CIP
Champlain Investment Partners
Vermont
$282K +$68.2K 1 0% Increased
1409
SGH
Schonfeld Group Holdings
New York
$281K +$75.5K 1 0.26% Increased
1410
MC
Menta Capital
California
$279K $0 1 0.05% Maintained
1411
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$279K -$1.08M 1 0.11% Reduced
1412
RGI
River Global Investors
United Kingdom
$278K -$13.2M 1 0.35% Reduced
1413
TFA
Transamerica Financial Advisors
Florida
$278K +$205 1 0.02% Increased
1414
Jasper Ridge Partners
Jasper Ridge Partners
California
$276K $0 1 0.02% Maintained
1415
Quadrature Capital
Quadrature Capital
United Kingdom
$276K +$235K 1 0.25% New
1416
EAM
Evanson Asset Management
California
$275K +$300K 1 0.1% New
1417
MC
MSF Capital
New York
$275K $0 1 0.07% Maintained
1418
CA
Capital Advantage
California
$272K +$2.18K 1 0.11% Increased
1419
Coldstream Capital Management
Coldstream Capital Management
Washington
$271K +$28.7K 1 0.07% Increased
1420
RAM
Redmond Asset Management
Virginia
$269K $0 1 0.13% Maintained
1421
SFSG
Stearns Financial Services Group
North Carolina
$269K +$11.1K 1 0.08% Increased
1422
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$267K $0 1 0.25% Maintained
1423
SMC
Smith, Moore & Co
Missouri
$263K +$29.4K 1 0.13% Increased
1424
EGA
Emerging Global Advisors
New York
$251K +$17.1K 1 0.12% Increased
1425
MSTVIM
Messner & Smith Theme Value Investment Management
California
$251K +$273K 1 0.35% New