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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
AW
Alpha Windward
Massachusetts
$161K -$916 1 0.1% Reduced
1502
PMFA
Plante Moran Financial Advisors
Michigan
$160K -$56.4K 1 0.11% Reduced
1503
SGC
South Georgia Capital
Illinois
$159K $0 1 0.3% Maintained
1504
SSG
Summit Securities Group
New York
$159K -$606K 1 0.12% Reduced
1505
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$158K +$141K 1 0% Increased
1506
ZB
Zions Bancorporation
Utah
$158K +$161K 1 0.03% New
1507
AIM
Advantage Investment Management
Iowa
$156K $0 2 0.09% Maintained
1508
NEAM
New England Asset Management
Connecticut
$148K +$151K 1 0% New
1509
JIC
Joel Isaacson & Co
New York
$146K +$7.47K 1 0.04% Increased
1510
DAM
Delta Asset Management
Tennessee
$145K $0 1 0.03% Maintained
1511
OSNBOA
Old Second National Bank of Aurora
Illinois
$145K -$4.06M 1 0.06% Reduced
1512
MCM
MV Capital Management
Maryland
$143K -$80.9K 1 0.06% Reduced
1513
Klingman & Associates
Klingman & Associates
New York
$136K +$29.8K 1 0.06% Increased
1514
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$133K $0 1 0.01% Maintained
1515
Gradient Investments
Gradient Investments
Minnesota
$128K -$388K 1 0.02% Reduced
1516
TCM
Tradewinds Capital Management
Washington
$128K +$21.1K 1 0.09% Increased
1517
SIA
Stancorp Investment Advisers
Oregon
$124K +$71.4K 1 0.06% Increased
1518
HRIA
Haberer Registered Investment Advisor
Ohio
$121K -$3.3M 1 0.07% Reduced
1519
SFPIA
Stevens First Principles Investment Advisors
California
$121K $0 1 0.08% Maintained
1520
FNYS
First New York Securities
New York
$120K $0 1 0.12% Maintained
1521
IMS
Index Management Solutions
Pennsylvania
$118K -$1.83K 2 0.09% Reduced
1522
FWM
Focused Wealth Management
New York
$114K +$423 1 0.07% Increased
1523
CA
CapWealth Advisors
Tennessee
$111K +$113K 1 0.03% New
1524
SFWA
Summit Financial Wealth Advisors
Louisiana
$111K -$53.6K 1 0.08% Reduced
1525
TFO
Tarbox Family Office
California
$106K +$846 1 0.09% Increased