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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
IIC
Ironwood Investment Counsel
Arizona
$390K +$384K 1 0.2% New
1427
NIT
NumerixS Investment Technologies
British Columbia, Canada
$390K +$359K 1 0.13% New
1428
RWM
Raffa Wealth Management
District of Columbia
$388K +$3.66K 1 0.23% Increased
1429
SM
Southport Management
Wyoming
$380K -$117K 1 0.4% Reduced
1430
MSU
Maple Securities USA
New Jersey
$378K +$372K 1 0.03% New
1431
CIM
CenturyLink Investment Management
Colorado
$375K -$722K 1 0.11% Reduced
1432
FBFS
First Business Financial Services
Wisconsin
$375K +$60.1K 1 0.12% Increased
1433
Homrich & Berg
Homrich & Berg
Georgia
$375K -$60.9K 1 0.04% Reduced
1434
SCM
Salem Capital Management
Massachusetts
$374K +$150K 1 0.18% Increased
1435
Needham Investment Management
Needham Investment Management
New York
$372K $0 1 0.08% Maintained
1436
SIM
SSI Investment Management
California
$372K -$1.17K 1 0.04% Reduced
1437
T
TOBAM
France
$372K +$366K 1 0.01% New
1438
GWS
Glassman Wealth Services
Virginia
$370K +$364K 1 0.27% New
1439
CHAM
Clear Harbor Asset Management
Connecticut
$369K +$364K 1 0.07% New
1440
HHGA
Halbert Hargrove Global Advisors
California
$360K -$29.7K 1 0.18% Reduced
1441
ACM
Aviance Capital Management
Florida
$358K -$377K 1 0.01% Reduced
1442
PI
Pettee Investors
Connecticut
$358K -$73.2K 1 0.34% Reduced
1443
Wealthfront
Wealthfront
California
$358K -$208K 1 0.02% Reduced
1444
VIM
Veritas Investment Management
United Kingdom
$357K -$19.3M 1 0.64% Reduced
1445
RB
Rodgers Brothers
Pennsylvania
$349K +$344K 1 0.17% New
1446
JWBC
J.W. Burns & Co
New York
$348K +$73 1 0.11% Increased
1447
MBTD
Mechanics Bank - Trust Department
California
$348K +$48.3K 1 0.11% Increased
1448
HIS
Horizon Investment Services
Indiana
$345K -$206K 1 0.16% Reduced
1449
MCM
Marathon Capital Management
Maryland
$339K -$9.15K 1 0.31% Reduced
1450
QC
QCM Cayman
Texas
$336K +$41.5K 1 0.14% Increased