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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
1501
CL
CPWM LLC
Washington
$244K +$17.4K 1 0.07% Increased
1502
PCMC
Paragon Capital Management (Colorado)
Colorado
$243K +$24.8K 1 0.17% Increased
1503
Miracle Mile Advisors
Miracle Mile Advisors
California
$242K +$238K 1 0.26% New
1504
Plancorp LLC
Plancorp LLC
Missouri
$242K -$207K 1 0.25% Reduced
1505
Aspiriant LLC
Aspiriant LLC
California
$240K +$236K 1 0.03% New
1506
Coldstream Capital Management
Coldstream Capital Management
Washington
$240K +$17.3K 1 0.07% Increased
1507
FNBOH
First National Bank of Hutchinson
Kansas
$240K +$7.46K 1 0.14% Increased
1508
MC
Mathes Company
New York
$240K -$1.42M 1 0.13% Reduced
1509
SGA
Strategic Global Advisors
California
$239K +$235K 1 0.21% New
1510
Engineers Gate Manager
Engineers Gate Manager
New York
$238K +$219K 1 0.07% New
1511
MCM
MV Capital Management
Maryland
$238K +$235K 1 0.11% New
1512
Quantbot Technologies
Quantbot Technologies
New York
$235K -$622K 1 0.08% Reduced
1513
BRM
Boston Research & Management
Massachusetts
$234K $0 1 0.15% Maintained
1514
SGAM
Steinberg Global Asset Management
Florida
$233K $0 1 0.05% Maintained
1515
VF
Virtu Financial
New York
$233K -$24.2K 1 0.03% Reduced
1516
PMFA
Plante Moran Financial Advisors
Michigan
$231K $0 1 0.17% Maintained
1517
SMC
Smith, Moore & Co
Missouri
$229K +$226K 1 0.12% New
1518
BFIM
Beese Fulmer Investment Management
Ohio
$227K -$44.4K 1 0.07% Reduced
1519
CIP
Champlain Investment Partners
Vermont
$223K +$220K 1 0% New
1520
CDH
Charles D. Hyman
$222K -$14.6K 1 0.04% Reduced
1521
SFM
Signature Financial Management
Virginia
$222K $0 1 0.16% Maintained
1522
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$222K +$218K 1 0.29% New
1523
GEM
Global Endowment Management
North Carolina
$221K $0 1 0.04% Maintained
1524
TFCP
Twin Focus Capital Partners
Massachusetts
$221K -$46.3K 1 0.26% Reduced
1525
RNC Capital Management
RNC Capital Management
California
$219K +$12.8K 1 0.02% Increased