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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
1526
WA
WealthTrust-Arizona
Arizona
$106K +$352 1 0.06% Increased
1527
LWA
Lowe Wealth Advisors
Maryland
$98K +$3.52K 1 0.07% Increased
1528
VNA
Valley National Advisers
Pennsylvania
$95K +$71.9K 1 0.06% Increased
1529
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$94K -$60.8M 1 0% Reduced
1530
BOK
Bank of Kentucky
Kentucky
$91K $0 1 0.02% Maintained
1531
Waverly Advisors
Waverly Advisors
Alabama
$89K +$49.7K 1 0.05% Increased
1532
PIA
Piedmont Investment Advisors
North Carolina
$85.1K -$59.2K 1 0.01% Reduced
1533
OAM
Orinda Asset Management
California
$85K +$86.2K 1 0.09% New
1534
EM
Excalibur Management
Massachusetts
$83K $0 1 0.08% Maintained
1535
SIM
Spark Investment Management
New York
$77K +$72.4K 1 0.01% New
1536
Capital International Sarl
Capital International Sarl
California
$76K -$70.5K 1 0.01% Reduced
1537
GAM
Gemmer Asset Management
California
$76K +$3.31K 1 0.05% Increased
1538
HMS
Hanseatic Management Services
New Mexico
$75K +$3.4K 1 0.04% Increased
1539
HCP
Holt Capital Partners
Texas
$69K $0 1 0.03% Maintained
1540
MUS
Mitsubishi UFJ Securities
Japan
$69K +$69.8K 1 0.18% New
1541
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$68K -$141K 1 0.08% Reduced
1542
LWM
LBA Wealth Management
Florida
$67K +$141 2 0.04% Increased
1543
RA
Rational Advisors
New York
$66K -$68.8K 1 0.02% Reduced
1544
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$64K -$436K 2 0.04% Reduced
1545
WA
Winfield Associates
Ohio
$62K -$141K 1 0.04% Reduced
1546
CP
Corbenic Partners
Pennsylvania
$58K $0 1 0.05% Maintained
1547
Pathstone Family Office
Pathstone Family Office
New Jersey
$57K $0 1 0.09% Maintained
1548
AWS
Aris Wealth Services
Pennsylvania
$54K +$55K 1 0.05% New
1549
HR
Howe & Rusling
New York
$54K +$3.45K 2 0.01% Increased
1550
AIM
Assured Investment Management
New York
$52K +$52.5K 1 0% New