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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
1451
EGA
E&G Advisors
Texas
$260K $0 1 0.17% Maintained
1452
VF
Virtu Financial
New York
$259K +$265K 1 0.03% New
1453
Bailard
Bailard
California
$258K +$26.2K 1 0.04% Increased
1454
JWA
JFS Wealth Advisors
Pennsylvania
$256K -$918 1 0.04% Reduced
1455
EGA
Emerging Global Advisors
New York
$252K +$17.9K 1 0.09% Increased
1456
BO
BRR OpCo
Ohio
$250K +$256K 1 0.1% New
1457
CPO
Cerity Partners OCIO
New York
$248K -$89K 1 0.03% Reduced
1458
PCA
Private Capital Advisors
Connecticut
$242K $0 1 0.08% Maintained
1459
CDH
Charles D. Hyman
$239K +$23K 1 0.04% Increased
1460
NA
Navellier & Associates
Nevada
$238K $0 1 0.01% Maintained
1461
Boston Financial Management
Boston Financial Management
Massachusetts
$237K +$11.5K 1 0.03% Increased
1462
BRM
Boston Research & Management
Massachusetts
$236K $0 1 0.16% Maintained
1463
FNBOH
First National Bank of Hutchinson
Kansas
$234K $0 1 0.14% Maintained
1464
SGAM
Steinberg Global Asset Management
Florida
$234K $0 1 0.05% Maintained
1465
PMFA
Plante Moran Financial Advisors
Michigan
$233K -$25.9K 1 0.2% Reduced
1466
MTIP
Magee Thomson Investment Partners
California
$231K +$175K 1 0.06% New
1467
CCS
Crosspoint Capital Strategies
California
$228K +$121K 1 0.17% Increased
1468
CL
CPWM LLC
Washington
$227K +$233K 1 0.08% New
1469
Verition Fund Management
Verition Fund Management
Connecticut
$224K -$632K 1 0.03% Reduced
1470
Coldstream Capital Management
Coldstream Capital Management
Washington
$223K -$11.2K 1 0.06% Reduced
1471
SCM
Salem Capital Management
Massachusetts
$223K +$228K 1 0.1% New
1472
SFM
Signature Financial Management
Virginia
$223K +$228K 1 0.16% New
1473
GEM
Global Endowment Management
North Carolina
$222K $0 1 0.03% Maintained
1474
SFSG
Stearns Financial Services Group
North Carolina
$222K -$3.37K 1 0.08% Reduced
1475
SAS
Spectrum Advisory Services
Georgia
$220K -$11.5K 1 0.08% Reduced