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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
BHB
Bank Hapoalim BM
Israel
$291K -$69.4K 1 0.06% Reduced
1477
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$291K -$86.7K 1 0.04% Reduced
1478
NAM
Nichols Asset Management
Massachusetts
$286K -$18.3K 1 0.06% Reduced
1479
AAM
Auxier Asset Management
Oregon
$283K $0 1 0.06% Maintained
1480
ACM
Ativo Capital Management
Illinois
$282K -$3.57M 1 0.12% Reduced
1481
CA
Capital Advantage
California
$282K -$7.46K 1 0.12% Reduced
1482
AAM
Aureus Asset Management
Massachusetts
$279K -$57.1K 1 0.07% Reduced
1483
SGS
Sterling Global Strategies
California
$274K +$270K 1 0.15% New
1484
ESBC
E.S. Barr & Co
Kentucky
$273K -$28.1K 1 0.03% Reduced
1485
HIC
Hartline Investment Corp
Illinois
$273K $0 1 0.09% Maintained
1486
MC
Menta Capital
California
$269K $0 1 0.04% Maintained
1487
NG
Northstar Group
New York
$269K +$265K 1 0.21% New
1488
IC
Intersect Capital
California
$268K +$264K 1 0.22% New
1489
GA
GFS Advisors
Texas
$267K +$263K 1 0.11% New
1490
Boston Financial Management
Boston Financial Management
Massachusetts
$265K +$29.3K 1 0.03% Increased
1491
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$260K -$146 1 0.02% Reduced
1492
EGA
E&G Advisors
Texas
$258K $0 1 0.17% Maintained
1493
HIC
Holderness Investments Company
North Carolina
$255K +$252K 1 0.26% New
1494
LRIC
Long Road Investment Counsel
Michigan
$255K +$251K 1 0.23% New
1495
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$254K -$87.8K 1 0.07% Reduced
1496
JWA
JFS Wealth Advisors
Pennsylvania
$253K -$2.12K 1 0.04% Reduced
1497
UBS O'Connor
UBS O'Connor
Illinois
$251K +$247K 1 0% New
1498
EGA
Emerging Global Advisors
New York
$250K $0 1 0.09% Maintained
1499
SFSG
Stearns Financial Services Group
North Carolina
$250K +$28.7K 1 0.08% Increased
1500
FL
Fort LP
Maryland
$249K +$245K 1 0.2% New