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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
CFA
Cahill Financial Advisors
Minnesota
$310K -$26.8K 1 0.25% Reduced
1427
CFMC
Curbstone Financial Management Corp
New Hampshire
$310K +$7.65K 1 0.24% Increased
1428
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$310K +$24.9K 1 0.03% Increased
1429
Emerald Advisers
Emerald Advisers
Pennsylvania
$306K -$69.5K 1 0.02% Reduced
1430
NAM
Nichols Asset Management
Massachusetts
$306K $0 1 0.06% Maintained
1431
Perigon Wealth Management
Perigon Wealth Management
California
$306K +$25.6K 1 0.09% Increased
1432
TFA
Transamerica Financial Advisors
Florida
$304K -$153 1 0.03% Reduced
1433
ESBC
E.S. Barr & Co
Kentucky
$303K -$19.1K 1 0.04% Reduced
1434
GAM
Gould Asset Management
California
$301K +$307K 1 0.15% New
1435
MBTD
Mechanics Bank - Trust Department
California
$301K +$308K 1 0.09% New
1436
JWM
Jacobus Wealth Management
Wisconsin
$300K -$163K 1 0.08% Reduced
1437
GSBTD
Glenview State Bank Trust Department
Illinois
$299K $0 1 0.18% Maintained
1438
BRWM
B. Riley Wealth Management
Tennessee
$297K -$17K 1 0.22% Reduced
1439
CA
Capital Advantage
California
$291K +$76 1 0.15% Increased
1440
DIP
DT Investment Partners
Pennsylvania
$291K +$298K 1 0.09% New
1441
MC
Menta Capital
California
$291K +$312K 1 0.05% New
1442
VCAM
Valentine Capital Asset Management
California
$291K -$15.3K 1 0.11% Reduced
1443
QC
QCM Cayman
Texas
$289K -$32.2K 1 0.07% Reduced
1444
AAM
Auxier Asset Management
Oregon
$284K -$1.91K 1 0.06% Reduced
1445
ICM
IMS Capital Management
Oregon
$281K $0 1 0.33% Maintained
1446
HIC
Hartline Investment Corp
Illinois
$275K -$347K 1 0.1% Reduced
1447
GSC
Ground Swell Capital
South Carolina
$274K +$136K 1 0.52% Increased
1448
BFIM
Beese Fulmer Investment Management
Ohio
$273K $0 1 0.09% Maintained
1449
TFCP
Twin Focus Capital Partners
Massachusetts
$270K +$276K 1 0.27% New
1450
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$262K -$33.7K 1 0.02% Reduced