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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
WKA
Wilson Kemp & Associates
Michigan
$249K +$237K 1 0.65% New
1477
FNBOH
First National Bank of Hutchinson
Kansas
$247K $0 1 0.15% Maintained
1478
PL
Parthenon LLC
Kentucky
$247K +$11.8K 1 0.07% Increased
1479
JWA
JFS Wealth Advisors
Pennsylvania
$246K +$6.93K 1 0.14% Increased
1480
AWA
ARS Wealth Advisors
Florida
$244K -$2.41K 1 0.15% Reduced
1481
SAS
Spectrum Advisory Services
Georgia
$243K $0 1 0.09% Maintained
1482
SGAM
Steinberg Global Asset Management
Florida
$241K -$42.9K 1 0.06% Reduced
1483
Coldstream Capital Management
Coldstream Capital Management
Washington
$239K -$83.8K 1 0.08% Reduced
1484
PCMC
Paragon Capital Management (Colorado)
Colorado
$238K -$97.9K 1 0.18% Reduced
1485
Group One Trading
Group One Trading
Illinois
$235K -$545K 1 0% Reduced
1486
WPC
White Pine Capital
Minnesota
$235K -$196K 1 0.08% Reduced
1487
GEM
Global Endowment Management
North Carolina
$234K $0 1 0.04% Maintained
1488
SFSG
Stearns Financial Services Group
North Carolina
$234K +$7K 1 0.09% Increased
1489
LC
Lourd Capital
California
$230K +$220K 1 0.03% New
1490
IUAM
Itau USA Asset Management
New York
$229K -$60.2K 1 0.07% Reduced
1491
SCCM
Schafer Cullen Capital Management
New York
$229K $0 1 0% Maintained
1492
MCM
McRae Capital Management
New Jersey
$228K $0 1 0.12% Maintained
1493
BBA
BLB&B Advisors
Pennsylvania
$227K -$9.04K 1 0.05% Reduced
1494
GIA
GHP Investment Advisors
Colorado
$226K +$6.63K 1 0.07% Increased
1495
HT
HighTower Trust
Texas
$224K $0 1 0.03% Maintained
1496
MCM
Murphy Capital Management
New Jersey
$224K -$809K 1 0.04% Reduced
1497
Bailard
Bailard
California
$223K +$213K 1 0.04% New
1498
MLL
Moody Lynn & Lieberson
Massachusetts
$223K -$11.6M 1 0.03% Reduced
1499
CDH
Charles D. Hyman
$220K +$210K 1 0.04% New
1500
TTWM
TCV Trust & Wealth Management
Virginia
$219K +$209K 1 0.04% New