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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
PCMC
Paragon Capital Management (Colorado)
Colorado
$219K -$11.5K 1 0.15% Reduced
1477
SPM
Symmetry Peak Management
Pennsylvania
$218K -$910K 1 0.03% Reduced
1478
IUAM
Itau USA Asset Management
New York
$217K $0 1 0.05% Maintained
1479
PWM
ParenteBeard Wealth Management
Pennsylvania
$217K +$222K 1 0.09% New
1480
SCCM
Schafer Cullen Capital Management
New York
$217K $0 1 0% Maintained
1481
BFC
Blue Fin Capital
Rhode Island
$212K -$20.3K 1 0.17% Reduced
1482
RNC Capital Management
RNC Capital Management
California
$208K +$212K 1 0.02% New
1483
GIA
GHP Investment Advisors
Colorado
$206K +$8.8K 1 0.06% Increased
1484
MIM
Miller Investment Management
Pennsylvania
$205K $0 1 0.1% Maintained
1485
LNB
Ledyard National Bank
$204K -$20.3K 1 0.04% Reduced
1486
CMANY
Capital Management Associates (New York)
New York
$202K $0 1 0.3% Maintained
1487
MCM
McRae Capital Management
New Jersey
$202K $0 1 0.1% Maintained
1488
OC
Oakworth Capital
Alabama
$202K $0 1 0.12% Maintained
1489
HS
Huntington Steele
Pennsylvania
$201K $0 1 0.08% Maintained
1490
Welch Group
Welch Group
Alabama
$198K +$11K 1 0.04% Increased
1491
AW
Alpha Windward
Massachusetts
$195K -$306 1 0.14% Reduced
1492
CL
CSS LLC
Illinois
$195K +$210K 1 0.01% New
1493
ARMC
American Research & Management Company
Massachusetts
$193K $0 1 0.07% Maintained
1494
JIC
Joel Isaacson & Co
New York
$193K +$47.1K 2 0.06% Increased
1495
SCA
Strategic Capital Alternatives
United States
$191K +$189K 2 0.07% New
1496
Capital International Sarl
Capital International Sarl
California
$179K -$176K 1 0.01% Reduced
1497
NIMI
Natixis Investment Managers International
France
$177K -$136K 1 0.03% Reduced
1498
OAM
Orinda Asset Management
California
$170K +$30.3K 1 0.28% Increased
1499
DAM
Delta Asset Management
Tennessee
$164K $0 1 0.03% Maintained
1500
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$159K $0 1 0.02% Maintained