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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
1301
Curi RMB Capital
Curi RMB Capital
Illinois
$295K +$279K 1 0.01% New
1302
KL
KWMG LLC
Kansas
$295K -$1.55M 1 0.09% Reduced
1303
QPWM
Quadrant Private Wealth Management
Pennsylvania
$295K +$280K 1 0.31% New
1304
VAM
Verity Asset Management
North Carolina
$294K -$19.5K 1 0.22% Reduced
1305
VFA
Virtus Fund Advisers
Connecticut
$294K -$3.41M 1 0% Reduced
1306
SCM
Schnieders Capital Management
California
$293K $0 1 0.12% Maintained
1307
CAS
Cue Advisory Services
Arizona
$292K +$13.7K 1 0.19% Increased
1308
GTAM
Global Trust Asset Management
Florida
$292K +$276K 1 0.21% New
1309
AFA
Aurora Financial Advisors
Massachusetts
$289K +$274K 1 0.21% New
1310
KM
Kalos Management
Georgia
$289K +$269K 1 0.14% New
1311
SAM
Seelaus Asset Management
New Jersey
$289K +$274K 1 0.25% New
1312
SG
StoneX Group
New York
$289K +$25.5K 1 0.3% Increased
1313
GEM
Global Endowment Management
North Carolina
$288K -$88.9K 1 0.04% Reduced
1314
LC
Lourd Capital
California
$286K +$271K 1 0.02% New
1315
GCA
Gradient Capital Advisors
California
$284K +$269K 1 0.29% New
1316
EAM
Evanson Asset Management
California
$282K +$30.4K 1 0.06% Increased
1317
Horizon Kinetics
Horizon Kinetics
New York
$282K +$6.06K 1 0.01% Increased
1318
Jasper Ridge Partners
Jasper Ridge Partners
California
$282K $0 1 0.02% Maintained
1319
FHA
Flagship Harbor Advisors
Massachusetts
$280K +$254K 1 0.08% New
1320
PMG
ProVise Management Group
Florida
$280K $0 1 0.04% Maintained
1321
CBU
CIBC Bank USA
Illinois
$279K -$15.2K 1 0.04% Reduced
1322
WAP
Wealthcare Advisory Partners
Pennsylvania
$279K +$47K 1 0.07% Increased
1323
CCM
Catawba Capital Management
Virginia
$278K -$9.1K 1 0.06% Reduced
1324
LPT
Legacy Private Trust
Wisconsin
$275K +$12.1K 1 0.03% Increased
1325
MC
Montag & Caldwell
Georgia
$274K +$1.09K 1 0.01% Increased