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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
FAM
Fortaleza Asset Management
Illinois
$122K +$55.2K 1 0.09% Increased
1402
NEAM
New England Asset Management
Connecticut
$115K $0 1 0% Maintained
1403
AW
Alpha Windward
Massachusetts
$113K +$3.15K 1 0.08% Increased
1404
JIC
Joel Isaacson & Co
New York
$113K +$178 1 0.03% Increased
1405
OSNBOA
Old Second National Bank of Aurora
Illinois
$113K $0 1 0.06% Maintained
1406
DAM
Delta Asset Management
Tennessee
$112K $0 1 0.02% Maintained
1407
Klingman & Associates
Klingman & Associates
New York
$105K -$35.5K 1 0.04% Reduced
1408
FNYS
First New York Securities
New York
$104K +$11.9K 1 0.05% Increased
1409
SIM
Spark Investment Management
New York
$101K -$20.9K 1 0.01% Reduced
1410
TCM
Tradewinds Capital Management
Washington
$91K -$12.4K 1 0.07% Reduced
1411
CK
Carnick & Kubik
Colorado
$88.7K +$98K 1 0.06% New
1412
TFO
Tarbox Family Office
California
$88K +$7.49K 1 0.08% Increased
1413
CA
CapWealth Advisors
Tennessee
$86K $0 1 0.02% Maintained
1414
LWA
Lowe Wealth Advisors
Maryland
$76K $0 1 0.06% Maintained
1415
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$75K +$83.2K 1 0.02% New
1416
Gradient Investments
Gradient Investments
Minnesota
$74K -$31.9K 1 0.01% Reduced
1417
OAM
Orinda Asset Management
California
$73K +$120K 1 0.09% New
1418
Global X Management Company
Global X Management Company
New York
$69K +$7.43K 1 0.01% Increased
1419
Allworth Financial
Allworth Financial
California
$60K +$41.1K 2 0.02% Increased
1420
ZB
Zions Bancorporation
Utah
$59K +$65.7K 1 0.01% New
1421
Waverly Advisors
Waverly Advisors
Alabama
$58K +$5.7K 1 0.04% Increased
1422
EM
Excalibur Management
Massachusetts
$57K $0 1 0.06% Maintained
1423
Brookstone Capital Management
Brookstone Capital Management
Illinois
$55K +$19.9K 1 0.01% Increased
1424
GAM
Gemmer Asset Management
California
$54K -$5.29K 1 0.03% Reduced
1425
HCP
Holt Capital Partners
Texas
$54K $0 1 0.02% Maintained