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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
SCM
Southport Capital Management
Tennessee
$222K -$73.8K 1 0.09% Reduced
1477
VCP
Verus Capital Partners
Arizona
$220K +$208K 1 0.07% New
1478
WCWM
Willow Creek Wealth Management
California
$219K +$208K 1 0.1% New
1479
Krilogy Financial
Krilogy Financial
Missouri
$218K +$207K 1 0.04% New
1480
MGAM
McGowan Group Asset Management
Texas
$218K +$207K 1 0.04% New
1481
Tidal Investments
Tidal Investments
Wisconsin
$218K +$207K 1 0.09% New
1482
IAP
Indie Asset Partners
Indiana
$217K +$206K 1 0.23% New
1483
ARMC
American Research & Management Company
Massachusetts
$216K -$41.8K 2 0.06% Reduced
1484
RWM
Raffa Wealth Management
District of Columbia
$216K -$1.84K 1 0.08% Reduced
1485
CT
Cambridge Trust
Massachusetts
$213K +$202K 1 0.01% New
1486
EWM
Executive Wealth Management
Michigan
$213K +$202K 1 0.03% New
1487
AIM
Arcadia Investment Management
Michigan
$212K $0 1 0.05% Maintained
1488
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$212K +$201K 1 0.01% New
1489
BST
Bath Savings Trust
Maine
$209K +$199K 1 0.04% New
1490
I
INVST
Indiana
$208K +$197K 1 0.08% New
1491
SIC
Schwartz Investment Counsel
Michigan
$203K -$146K 1 0.01% Reduced
1492
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$203K +$193K 1 0.01% New
1493
DAM
Delta Asset Management
Tennessee
$202K +$6.69K 1 0.03% Increased
1494
DIP
DT Investment Partners
Pennsylvania
$202K +$191K 1 0.02% New
1495
GBT
Grove Bank & Trust
Florida
$200K +$190K 1 0.06% New
1496
IIA
ICW Investment Advisors
Arizona
$200K +$190K 1 0.16% New
1497
GEA
Glen Eagle Advisors
New Jersey
$192K +$29K 1 0.1% Increased
1498
Procyon Advisors
Procyon Advisors
Connecticut
$177K +$168K 1 0.11% New
1499
PK
Pflug Koory
Nebraska
$176K +$83.7K 1 0.12% Increased
1500
SL
Salomon & Ludwin
Virginia
$176K $0 1 0.03% Maintained