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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
1476
ZDA
Zweig-DiMenna Associates
New York
$245K +$233K 1 0.01% New
1477
HM Payson & Co
HM Payson & Co
Maine
$244K +$9.45K 1 0.01% Increased
1478
AAM
Aureus Asset Management
Massachusetts
$242K -$22.1K 1 0.07% Reduced
1479
PCA
Private Capital Advisors
Connecticut
$241K $0 1 0.08% Maintained
1480
NA
Navellier & Associates
Nevada
$236K +$224K 1 0.01% New
1481
ESBC
E.S. Barr & Co
Kentucky
$235K -$42.5K 1 0.03% Reduced
1482
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$235K +$222K 1 0.04% New
1483
AWA
ARS Wealth Advisors
Florida
$233K +$221K 1 0.14% New
1484
FNBOH
First National Bank of Hutchinson
Kansas
$233K +$221K 1 0.15% New
1485
ACM
Antonetti Capital Management
Florida
$229K -$106K 1 0.21% Reduced
1486
SAS
Spectrum Advisory Services
Georgia
$229K +$218K 1 0.08% New
1487
TAM
Telluride Asset Management
Minnesota
$227K +$154K 1 0.27% New
1488
JWA
JFS Wealth Advisors
Pennsylvania
$225K -$35.1K 1 0.1% Reduced
1489
BBA
BLB&B Advisors
Pennsylvania
$223K -$14.1K 1 0.05% Reduced
1490
GEM
Global Endowment Management
North Carolina
$221K +$209K 1 0.04% New
1491
PL
Parthenon LLC
Kentucky
$221K $0 1 0.07% Maintained
1492
BRM
Boston Research & Management
Massachusetts
$219K +$209K 1 0.17% New
1493
FBFS
First Business Financial Services
Wisconsin
$219K +$208K 1 0.09% New
1494
MCM
McRae Capital Management
New Jersey
$215K +$204K 1 0.11% New
1495
SCCM
Schafer Cullen Capital Management
New York
$215K +$205K 1 0% New
1496
SFSG
Stearns Financial Services Group
North Carolina
$214K +$203K 1 0.08% New
1497
BT
Bankers Trust
Iowa
$212K -$42K 1 0.13% Reduced
1498
HT
HighTower Trust
Texas
$211K -$19.7K 1 0.03% Reduced
1499
BMC
Benin Management Corp
Connecticut
$210K +$199K 1 0.13% New
1500
BFG
Beacon Financial Group
Texas
$208K +$199K 1 0.04% New