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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
JWM
Jacobus Wealth Management
Wisconsin
$171K +$3.34K 1 0.04% Increased
1477
LNB
Ledyard National Bank
$169K +$13K 1 0.03% Increased
1478
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$167K +$182K 1 0.06% New
1479
CL
CSS LLC
Illinois
$162K $0 1 0.01% Maintained
1480
Klingman & Associates
Klingman & Associates
New York
$160K +$40.8K 1 0.06% Increased
1481
MCM
MV Capital Management
Maryland
$160K +$33.5K 1 0.07% Increased
1482
FAM
Fortaleza Asset Management
Illinois
$157K +$133K 1 0.09% New
1483
HSA
Hussman Strategic Advisors
Maryland
$157K $0 1 0.02% Maintained
1484
OC
Oakworth Capital
Alabama
$156K -$15.8K 1 0.07% Reduced
1485
SIM
Spark Investment Management
New York
$154K +$87.5K 1 0.02% Increased
1486
PMFA
Plante Moran Financial Advisors
Michigan
$137K -$8.05K 1 0.1% Reduced
1487
NEAM
New England Asset Management
Connecticut
$134K $0 1 0% Maintained
1488
JIC
Joel Isaacson & Co
New York
$132K +$136 1 0.03% Increased
1489
DAM
Delta Asset Management
Tennessee
$131K $0 1 0.02% Maintained
1490
OSNBOA
Old Second National Bank of Aurora
Illinois
$131K $0 1 0.06% Maintained
1491
SC
SRB Corp
Massachusetts
$131K +$143K 1 0.02% New
1492
AW
Alpha Windward
Massachusetts
$128K -$19.2K 1 0.09% Reduced
1493
IMS
Index Management Solutions
Pennsylvania
$127K +$19.9K 2 0.12% Increased
1494
Gradient Investments
Gradient Investments
Minnesota
$120K +$5.12K 1 0.02% Increased
1495
TCM
Tradewinds Capital Management
Washington
$120K +$3.96K 1 0.08% Increased
1496
Capstone Investment Advisors
Capstone Investment Advisors
New York
$118K -$2.8M 1 0% Reduced
1497
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$115K -$261K 2 0.01% Reduced
1498
FNYS
First New York Securities
New York
$109K $0 1 0.05% Maintained
1499
PineBridge Investments
PineBridge Investments
New York
$106K -$18.4M 1 0% Reduced
1500
CA
CapWealth Advisors
Tennessee
$100K $0 1 0.02% Maintained