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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
2501
TCM
Tradewinds Capital Management
Washington
$126K +$7.73K 2 0.03% Increased
2502
KPF
K2 Principal Fund
Ontario, Canada
$121K -$2.63M 1 0.02% Reduced
2503
GCM
Gables Capital Management
Florida
$121K -$15.5K 1 0.07% Reduced
2504
GW&K Investment Management
GW&K Investment Management
Massachusetts
$120K -$2.39M 1 0% Reduced
2505
Denali Advisors
Denali Advisors
California
$119K -$77.3K 1 0.03% Reduced
2506
AAG
Accordant Advisory Group
Maryland
$116K +$106K 1 0.09% New
2507
NIC
Northwest Investment Counselors
Oregon
$116K +$106K 1 0.03% New
2508
JCP
JB Capital Partners
New York
$112K $0 1 0.02% Maintained
2509
CWC
Carolinas Wealth Consulting
North Carolina
$108K +$26.3K 1 0.02% Increased
2510
Evermay Wealth Management
Evermay Wealth Management
Virginia
$106K -$2.32K 1 0.02% Reduced
2511
GFL
Granite FO LLC
New Hampshire
$103K +$5.1K 1 0.06% Increased
2512
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee)
Tennessee
$103K -$87.6K 2 0.02% Reduced
2513
CWM
Compass Wealth Management
Connecticut
$102K $0 1 0.03% Maintained
2514
MIM
Macroview Investment Management
Maryland
$100K -$972 2 0.11% Reduced
2515
TFC Financial Management
TFC Financial Management
Massachusetts
$98.8K +$927 1 0.02% Increased
2516
WAS
Winch Advisory Services
Wisconsin
$97.9K +$464 1 0.03% Increased
2517
PWMG
Private Wealth Management Group
New Jersey
$97K +$5.26K 1 0.04% Increased
2518
CSB
City State Bank
Iowa
$97K +$10.8K 1 0.04% Increased
2519
FRA
Front Row Advisors
California
$96K +$60.6K 1 0.04% Increased
2520
MAWCM
Mine & Arao Wealth Creation & Management
California
$93.1K +$1.24K 1 0.05% Increased
2521
KFP
Keener Financial Planning
Texas
$93K $0 1 0.06% Maintained
2522
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$91.8K +$9.6K 1 0.02% Increased
2523
BGAI
Bruce G. Allen Investments
Colorado
$91.6K -$3.71K 1 0.08% Reduced
2524
POIA
Pin Oak Investment Advisors
Texas
$91K +$155 1 0.09% Increased
2525
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$90.2K -$33.7K 1 0% Reduced