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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
PVH
Psagot Value Holdings
Israel
$127K +$16.1K 1 0.01% Increased
1402
SIM
Spark Investment Management
New York
$124K -$16.5K 1 0.01% Reduced
1403
IDBONY
Israel Discount Bank of New York
New York
$122K -$422K 1 0.08% Reduced
1404
CA
Centerpoint Advisors
Massachusetts
$120K $0 1 0.1% Maintained
1405
DPA
Delphi Private Advisors
California
$119K $0 1 0.41% Maintained
1406
BAM
Bruderman Asset Management
New York
$117K -$1.45M 1 0.03% Reduced
1407
Smithfield Trust
Smithfield Trust
Pennsylvania
$115K -$8.55K 1 0.01% Reduced
1408
MWPCG
Measured Wealth Private Client Group
New Hampshire
$113K +$103K 1 0.07% New
1409
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$112K +$67.4K 1 0.06% Increased
1410
MUS
Mitsubishi UFJ Securities
Japan
$109K $0 1 0.35% Maintained
1411
BWM
Baystate Wealth Management
Massachusetts
$106K +$856 1 0.02% Increased
1412
ABA
American Beacon Advisors
Texas
$103K +$7.44K 1 0.7% Increased
1413
BRC
Bell Rock Capital
Delaware
$101K $0 1 0.05% Maintained
1414
QCIG
Quad-Cities Investment Group
Iowa
$101K +$32.9K 1 0.09% Increased
1415
WPA
West Paces Advisors
Georgia
$92.5K -$5.59K 1 0.07% Reduced
1416
FRA
Front Row Advisors
California
$92K -$1.9M 1 0.06% Reduced
1417
PAMG
Patton Albertson Miller Group
Tennessee
$89K +$93.8K 1 0.05% New
1418
BG
Bollard Group
Massachusetts
$88K +$724 1 0% Increased
1419
HSA
Hussman Strategic Advisors
Maryland
$86K $0 1 0.02% Maintained
1420
Country Trust Bank
Country Trust Bank
Illinois
$83K +$4.87K 1 0% Increased
1421
GWA
Guidant Wealth Advisors
Illinois
$83K $0 1 0.03% Maintained
1422
HR
Howe & Rusling
New York
$82K +$61.4K 1 0.01% Increased
1423
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$82K +$45.2K 1 0.05% Increased
1424
EWM
Edge Wealth Management
New York
$80K $0 1 0.02% Maintained
1425
BAM
Barrett Asset Management
New York
$77K -$6.58K 1 0.01% Reduced