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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
1426
GHAM
Gilman Hill Asset Management
Connecticut
$353K $0 1 0.21% Maintained
1427
GC
Gratry & Company
Ohio
$349K -$304K 1 0.13% Reduced
1428
IIA
IPG Investment Advisors
California
$347K +$332K 1 0.16% New
1429
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$347K -$13.7M 1 0% Reduced
1430
Jasper Ridge Partners
Jasper Ridge Partners
California
$347K $0 1 0.02% Maintained
1431
RIA
Regal Investment Advisors
Michigan
$347K +$174K 1 0.15% Increased
1432
MC
MSF Capital
New York
$346K $0 1 0.08% Maintained
1433
VCAM
Valentine Capital Asset Management
California
$342K -$15.1K 1 0.07% Reduced
1434
Prospera Financial Services
Prospera Financial Services
Texas
$337K +$114K 1 0.11% Increased
1435
CR
Cooperatieve Rabobank
Netherlands
$336K -$197K 1 0.31% Reduced
1436
IC
IKOS CIF
Cyprus
$335K +$223K 1 0.51% Increased
1437
WA
WBH Advisory
Maryland
$335K +$3.77K 1 0.13% Increased
1438
DMC
Drexel Morgan & Co
Pennsylvania
$333K -$75.3K 1 0.42% Reduced
1439
CCM
CrestPoint Capital Management
Missouri
$331K +$22.6K 1 0.21% Increased
1440
JMFC
J.M. Forbes & Co
Massachusetts
$329K -$19.2K 1 0.09% Reduced
1441
GIM
Greystone Investment Management
Ohio
$326K $0 1 0.13% Maintained
1442
IRS
Invictus RG (Singapore)
Singapore
$323K -$827K 1 0.38% Reduced
1443
NAM
Nichols Asset Management
Massachusetts
$323K $0 1 0.07% Maintained
1444
CFA
Cahill Financial Advisors
Minnesota
$320K -$11.3K 1 0.27% Reduced
1445
OAM
Orinda Asset Management
California
$320K -$148K 1 0.69% Reduced
1446
ANBTV
American National Bank & Trust (Virginia)
Virginia
$319K -$11.3K 1 0.16% Reduced
1447
GSBTD
Glenview State Bank Trust Department
Illinois
$315K $0 1 0.2% Maintained
1448
CIA
Covington Investment Advisors
Pennsylvania
$313K +$9.41K 1 0.19% Increased
1449
TFA
Transamerica Financial Advisors
Florida
$311K +$226K 1 0.03% Increased
1450
Verition Fund Management
Verition Fund Management
Connecticut
$309K -$31.9K 1 0.05% Reduced