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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
Capital International Sarl
Capital International Sarl
California
$372K $0 1 0.02% Maintained
1427
B
Bellecapital
Switzerland
$371K $0 1 0.36% Maintained
1428
JWBC
J.W. Burns & Co
New York
$371K $0 1 0.12% Maintained
1429
CL
CIM LLC
New York
$369K -$21.7K 1 0.19% Reduced
1430
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$366K $0 1 0.08% Maintained
1431
PHAM
Palisades Hudson Asset Management
Florida
$362K -$5.41K 1 0.3% Reduced
1432
RCA
Rex Capital Advisors
Rhode Island
$358K $0 1 0.32% Maintained
1433
CFA
Cahill Financial Advisors
Minnesota
$357K +$35.5K 1 0.28% Increased
1434
CIA
Covington Investment Advisors
Pennsylvania
$356K +$41.3K 1 0.21% Increased
1435
CPO
Cerity Partners OCIO
New York
$355K -$37.5K 1 0.05% Reduced
1436
SCG
Strategic Capital Group
Washington
$355K -$129K 1 0.11% Reduced
1437
Jasper Ridge Partners
Jasper Ridge Partners
California
$348K $0 1 0.02% Maintained
1438
MC
MSF Capital
New York
$347K $0 1 0.08% Maintained
1439
GC
Gratry & Company
Ohio
$344K -$6.36K 1 0.14% Reduced
1440
RCM
Rotella Capital Management
Washington
$343K +$344K 1 0.29% New
1441
ESBC
E.S. Barr & Co
Kentucky
$341K +$91K 1 0.04% Increased
1442
WA
WBH Advisory
Maryland
$336K $0 1 0.13% Maintained
1443
HCM
Harvest Capital Management
New Hampshire
$333K +$43.7K 1 0.16% Increased
1444
BRWM
B. Riley Wealth Management
Tennessee
$332K +$24.1K 1 0.22% Increased
1445
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$330K +$331K 1 0.08% New
1446
JMFC
J.M. Forbes & Co
Massachusetts
$330K $0 1 0.08% Maintained
1447
NIMI
Natixis Investment Managers International
France
$329K +$155K 1 0.04% Increased
1448
NAM
Nichols Asset Management
Massachusetts
$325K $0 1 0.07% Maintained
1449
VCAM
Valentine Capital Asset Management
California
$324K -$19.6K 1 0.06% Reduced
1450
TFA
Transamerica Financial Advisors
Florida
$322K +$10.2K 1 0.03% Increased