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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
AAM
Aureus Asset Management
Massachusetts
$258K -$124K 1 0.06% Reduced
1477
Plancorp LLC
Plancorp LLC
Missouri
$257K -$177K 1 0.23% Reduced
1478
PCA
Private Capital Advisors
Connecticut
$257K $0 1 0.08% Maintained
1479
NA
Navellier & Associates
Nevada
$252K $0 1 0.01% Maintained
1480
BRM
Boston Research & Management
Massachusetts
$250K $0 1 0.17% Maintained
1481
GIM
Greystone Investment Management
Ohio
$249K -$79.5K 1 0.1% Reduced
1482
TTWM
TCV Trust & Wealth Management
Virginia
$249K +$29.2K 1 0.04% Increased
1483
Coldstream Capital Management
Coldstream Capital Management
Washington
$248K +$8.51K 1 0.07% Increased
1484
EGA
Emerging Global Advisors
New York
$248K +$249K 1 0.09% New
1485
FNBOH
First National Bank of Hutchinson
Kansas
$248K $0 1 0.15% Maintained
1486
SGAM
Steinberg Global Asset Management
Florida
$248K +$6.36K 1 0.06% Increased
1487
Bailard
Bailard
California
$246K +$21.9K 1 0.04% Increased
1488
BFC
Blue Fin Capital
Rhode Island
$246K +$247K 1 0.2% New
1489
SAS
Spectrum Advisory Services
Georgia
$244K $0 1 0.08% Maintained
1490
PCMC
Paragon Capital Management (Colorado)
Colorado
$243K +$4.21K 1 0.17% Increased
1491
WKA
Wilson Kemp & Associates
Michigan
$242K -$7.95K 1 0.87% Reduced
1492
Boston Financial Management
Boston Financial Management
Massachusetts
$239K +$240K 1 0.03% New
1493
AWA
ARS Wealth Advisors
Florida
$238K -$7.95K 1 0.12% Reduced
1494
SFSG
Stearns Financial Services Group
North Carolina
$238K +$2.94K 1 0.09% Increased
1495
LNB
Ledyard National Bank
$237K +$32.4K 1 0.04% Increased
1496
GEM
Global Endowment Management
North Carolina
$235K $0 1 0.04% Maintained
1497
SSWM
Sheets Smith Wealth Management
North Carolina
$232K +$196K 1 0.06% New
1498
IUAM
Itau USA Asset Management
New York
$230K $0 1 0.06% Maintained
1499
SCCM
Schafer Cullen Capital Management
New York
$230K $0 1 0% Maintained
1500
CDH
Charles D. Hyman
$229K +$8.03K 1 0.04% Increased