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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
1876
LA
LVW Advisors
New York
$656K +$15.9K 1 0.06% Increased
1877
FBB
Fulton Breakefield Broenniman
Maryland
$656K +$27.1K 1 0.04% Increased
1878
SA
SPWM Advisors
Michigan
$655K -$307K 1 0.61% Reduced
1879
TIA
Teucrium Investment Advisors
Vermont
$654K +$662K 1 0.58% New
1880
WC
Waterloo Capital
Texas
$653K +$97.2K 1 0.04% Increased
1881
CA
Crumly & Associates
Illinois
$653K -$128K 1 0.13% Reduced
1882
KA
KDT Advisors
New York
$653K +$23.4K 1 0.9% Increased
1883
DAM
Diamant Asset Management
Connecticut
$651K $0 1 0.44% Maintained
1884
EF
Evanson Financial
Virginia
$651K +$659K 1 0.03% New
1885
SL
Summitry LLC
California
$651K -$24.7K 1 0.02% Reduced
1886
ASG
Ariston Services Group
California
$649K +$657K 1 0.36% New
1887
OIMU
Osmosis Investment Management UK
United Kingdom
$649K +$657K 1 0.03% New
1888
SPWG
Sage Private Wealth Group
Illinois
$649K -$69.8K 1 0.29% Reduced
1889
Eagle Global Advisors
Eagle Global Advisors
Texas
$649K -$55.4K 1 0.02% Reduced
1890
GC
GatePass Capital
Ohio
$648K -$196K 1 0.25% Reduced
1891
SM
Sweeney & Michel
California
$647K +$561 1 0.17% Increased
1892
CC
Courier Capital
New York
$647K +$19.3K 1 0.03% Increased
1893
KFI
Key Financial Inc
Pennsylvania
$646K -$1.31K 1 0.11% Reduced
1894
Chilton Investment Company
Chilton Investment Company
Connecticut
$645K $0 1 0.02% Maintained
1895
PGWM
Pitti Group Wealth Management
New York
$644K -$46.6K 1 0.47% Reduced
1896
BFO
Biltmore Family Office
North Carolina
$643K -$38.7K 1 0.08% Reduced
1897
CVM
Cheviot Value Management
California
$643K +$18.7K 1 0.07% Increased
1898
MAM
Maytree Asset Management
Hong Kong
$643K +$651K 1 0.42% New
1899
SSWM
Strait & Sound Wealth Management
California
$641K -$47.5K 1 0.22% Reduced
1900
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
$640K -$43.9K 1 0.02% Reduced