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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
1026
BWM
Braver Wealth Management
Massachusetts
$745K -$1.53M 1 0.13% Reduced
1027
AssetMark Inc
AssetMark Inc
California
$744K +$578K 1 0.01% Increased
1028
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$739K +$317K 1 0.03% Increased
1029
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$733K +$87K 1 0.08% Increased
1030
KIA
Kopp Investment Advisors
Minnesota
$729K -$14.5K 1 0.39% Reduced
1031
11A
10-15 Associates
New York
$728K +$17.3K 1 0.21% Increased
1032
LIM
Leavell Investment Management
Alabama
$728K -$55.3K 1 0.11% Reduced
1033
CC
Cipher Capital
New York
$719K +$707K 1 0.05% New
1034
ACS
Archford Capital Strategies
Illinois
$717K +$8.96K 1 0.38% Increased
1035
Soros Fund Management
Soros Fund Management
New York
$713K -$16.4M 1 0.02% Reduced
1036
AIM
Anchor Investment Management
South Carolina
$709K -$24.2K 1 0.28% Reduced
1037
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$706K +$139K 1 0.03% Increased
1038
SFSG
Stearns Financial Services Group
North Carolina
$701K +$33.7K 1 0.2% Increased
1039
IAA
Ironsides Asset Advisors
North Carolina
$697K -$1.68M 1 0.21% Reduced
1040
ACI
Advance Capital I
Michigan
$696K +$685K 1 0.74% New
1041
BAM
Brave Asset Management
New Jersey
$696K -$2.63K 1 0.47% Reduced
1042
VF
Virtu Financial
New York
$696K -$414K 1 0.09% Reduced
1043
SIC
Shoker Investment Counsel
Ohio
$680K +$111K 1 0.6% Increased
1044
MMG
Monetary Management Group
Missouri
$675K -$21.1K 1 0.31% Reduced
1045
CIM
CIM Investment Management
Pennsylvania
$674K -$27.9K 1 0.28% Reduced
1046
NFG
Next Financial Group
Texas
$664K +$60.6K 2 0.21% Increased
1047
FCCM
First City Capital Management
Georgia
$662K $0 1 0.5% Maintained
1048
Sigma Planning Corp
Sigma Planning Corp
Michigan
$659K +$111K 1 0.09% Increased
1049
HH
Hilltop Holdings
Texas
$656K +$65.6K 1 0.21% Increased
1050
PFS
Physicians Financial Services
North Carolina
$652K +$36.9K 1 0.57% Increased