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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
DTL
Dynamic Technology Lab
Singapore
$253K +$257K 1 0.11% New
1452
HCM
Harvest Capital Management
New Hampshire
$253K -$38.8K 1 0.11% Reduced
1453
MBT
Montecito Bank & Trust
California
$251K -$126K 1 0.12% Reduced
1454
NG
Northstar Group
New York
$251K +$211 1 0.19% Increased
1455
Braun Stacey Associates
Braun Stacey Associates
New York
$250K -$2.15M 1 0.01% Reduced
1456
NAM
Nichols Asset Management
Massachusetts
$250K -$17.6K 1 0.04% Reduced
1457
CIP
Champlain Investment Partners
Vermont
$243K +$35.2K 1 0% Increased
1458
SGS
Sterling Global Strategies
California
$243K -$13K 1 0.74% Reduced
1459
EGA
E&G Advisors
Texas
$241K $0 1 0.14% Maintained
1460
BRWM
B. Riley Wealth Management
Tennessee
$240K -$118K 2 0.18% Reduced
1461
HIC
Hartline Investment Corp
Illinois
$240K -$15.5K 1 0.08% Reduced
1462
LRIC
Long Road Investment Counsel
Michigan
$238K $0 1 0.2% Maintained
1463
ED
Exane Derivatives
France
$235K +$190K 2 0.03% Increased
1464
PCMC
Paragon Capital Management (Colorado)
Colorado
$234K +$7.96K 1 0.15% Increased
1465
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$234K +$238K 1 0.03% New
1466
JWA
JFS Wealth Advisors
Pennsylvania
$234K -$1.27K 1 0.11% Reduced
1467
WP
WealthPLAN Partners
Nebraska
$234K +$239K 1 0.11% New
1468
BWP
Baldwin Wealth Partners
Massachusetts
$233K -$386K 1 0.03% Reduced
1469
Curi RMB Capital
Curi RMB Capital
Illinois
$232K -$8.27M 1 0.01% Reduced
1470
SGH
Schonfeld Group Holdings
New York
$231K +$185K 1 1.78% New
1471
Choreo LLC
Choreo LLC
Illinois
$230K -$172K 1 0.06% Reduced
1472
HIC
Holderness Investments Company
North Carolina
$229K -$9.51K 1 0.23% Reduced
1473
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$229K -$305K 1 0.1% Reduced
1474
Plancorp LLC
Plancorp LLC
Missouri
$225K $0 1 0.22% Maintained
1475
AAM
Auxier Asset Management
Oregon
$223K -$41.3K 1 0.05% Reduced