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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
1001
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$513K +$233K 1 0.06% Increased
1002
FHA
Flagship Harbor Advisors
Massachusetts
$512K +$254K 1 0.11% Increased
1003
GCM
Gladius Capital Management
Illinois
$512K +$26.9K 1 0.03% Increased
1004
WEC
Winslow Evans & Crocker
Massachusetts
$512K -$29.3K 2 0.15% Reduced
1005
WWM
Windsor Wealth Management
Indiana
$511K -$49.5K 1 0.29% Reduced
1006
Cresset Asset Management
Cresset Asset Management
Illinois
$510K +$326K 1 0.02% Increased
1007
RB
Rodgers Brothers
Pennsylvania
$507K +$216K 1 0.14% Increased
1008
MS
Mizuho Securities
Japan
$505K +$478K 1 1.1% New
1009
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$501K $0 1 0.2% Maintained
1010
Burney Company
Burney Company
Virginia
$500K -$233K 1 0.03% Reduced
1011
SCP
Syntal Capital Partners
Texas
$497K +$177K 1 0.22% Increased
1012
MIM
Moseley Investment Management
Florida
$491K +$465K 1 0.51% New
1013
AWM
Altavista Wealth Management
North Carolina
$490K -$31.3K 1 0.17% Reduced
1014
LCM
Logan Capital Management
Pennsylvania
$488K +$13.3K 1 0.03% Increased
1015
CB
Community Bank
New York
$485K -$270 1 0.1% Reduced
1016
HCM
Hengehold Capital Management
Ohio
$485K $0 1 0.11% Maintained
1017
GC
Garde Capital
Washington
$484K -$535K 1 0.08% Reduced
1018
AA
Apriem Advisors
California
$481K +$25.5K 1 0.13% Increased
1019
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$478K -$7.67K 1 0.04% Reduced
1020
AC
Avestar Capital
New York
$477K -$4.05K 1 0.31% Reduced
1021
PFSC
Peoples Financial Services Corp
Pennsylvania
$475K +$78.3K 1 0.24% Increased
1022
SA
Sicart Associates
New York
$474K $0 1 0.2% Maintained
1023
CIM
CIM Investment Management
Pennsylvania
$469K +$444K 1 0.18% New
1024
PTC
Private Trust Company
Ohio
$464K -$206K 1 0.1% Reduced
1025
9WM
9258 Wealth Management
Ohio
$463K +$540 1 0.39% Increased