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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
EGA
E&G Advisors
Texas
$215K +$204K 1 0.09% New
1402
EFIC
Eliot Finkel Investment Counsel
California
$212K +$201K 1 0.14% New
1403
First Manhattan
First Manhattan
New York
$211K +$108K 1 0% Increased
1404
MCM
MV Capital Management
Maryland
$211K -$5.4K 1 0.06% Reduced
1405
WSC
Wellington Shields & Co
New York
$211K +$200K 1 0.11% New
1406
MA
Mutual Advisors
Nebraska
$210K +$199K 1 0.08% New
1407
Coldstream Capital Management
Coldstream Capital Management
Washington
$209K +$198K 1 0.02% New
1408
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$208K +$197K 1 0.01% New
1409
CFMC
Curbstone Financial Management Corp
New Hampshire
$208K +$197K 1 0.11% New
1410
PAG
Pinnacle Advisory Group
Maryland
$206K -$149K 1 0.01% Reduced
1411
PCG
Private Capital Group
Connecticut
$205K +$193K 2 0.05% New
1412
SGS
Sterling Global Strategies
California
$204K +$193K 1 0.86% New
1413
LWM
Lyons Wealth Management
Florida
$203K +$193K 1 0.33% New
1414
NWP
Northstar Wealth Partners
Connecticut
$203K +$186K 1 0.18% New
1415
LPIC
LeJeune Puetz Investment Counsel
Michigan
$192K $0 1 0.12% Maintained
1416
FA
Fortis Advisors
Pennsylvania
$189K $0 1 0.12% Maintained
1417
GWS
Glassman Wealth Services
Virginia
$189K -$12.1K 1 0.11% Reduced
1418
GEA
Glen Eagle Advisors
New Jersey
$187K -$8.37K 2 0.16% Reduced
1419
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$187K -$176K 1 0% Reduced
1420
PG
Patten Group
Tennessee
$182K -$108K 1 0.07% Reduced
1421
ATFA
All Terrain Financial Advisors
Minnesota
$179K +$169K 1 0.08% New
1422
CBT
Central Bank & Trust
Kentucky
$177K $0 1 0.04% Maintained
1423
FWM
Focused Wealth Management
New York
$177K +$150K 2 0.06% Increased
1424
AW
Alpha Windward
Massachusetts
$176K +$3.82K 1 0.11% Increased
1425
DCM
Delpha Capital Management
New York
$176K +$167K 2 0.19% New