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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
1926
ACM
Alethea Capital Management
Washington
$229K +$216K 1 0.14% New
1927
PI
Pachira Investments
California
$229K $0 1 0.16% Maintained
1928
RFO
RiverGlades Family Offices
Florida
$229K +$1.22K 1 0.18% Increased
1929
WFA
West Financial Advisors
Iowa
$229K $0 1 0.07% Maintained
1930
WCAMG
Woodard & Company Asset Management Group
North Carolina
$229K $0 1 0.14% Maintained
1931
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$228K +$215K 1 0.01% New
1932
SWA
SOA Wealth Advisors
New York
$228K +$109K 1 0.06% Increased
1933
Waverly Advisors
Waverly Advisors
Alabama
$228K -$5.41K 1 0.02% Reduced
1934
XSC
X-Square Capital
Puerto Rico
$228K +$135 1 0.11% Increased
1935
Accredited Investors
Accredited Investors
Minnesota
$227K +$215K 1 0.02% New
1936
MSR
Main Street Research
Connecticut
$226K +$213K 1 0.02% New
1937
MF
Montis Financial
Massachusetts
$226K +$10.1K 1 0.19% Increased
1938
OWA
One Wealth Advisors
California
$226K +$8.65K 1 0.07% Increased
1939
BOS
Bingham Osborn & Scarborough
California
$225K +$212K 1 0.02% New
1940
Congress Asset Management
Congress Asset Management
Massachusetts
$225K -$61.4K 1 0% Reduced
1941
Empirical Finance
Empirical Finance
Pennsylvania
$224K -$15.7K 1 0.04% Reduced
1942
TAM
Townsend Asset Management
North Carolina
$224K $0 1 0.12% Maintained
1943
PIMG
Patriot Investment Management Group
Tennessee
$223K +$211K 1 0.02% New
1944
FUBT
First United Bank & Trust
Maryland
$222K +$210K 1 0.09% New
1945
RWP
Ridgecrest Wealth Partners
California
$222K +$210K 1 0.14% New
1946
TFS
TrustCore Financial Services
Tennessee
$222K +$26.8K 1 0.02% Increased
1947
ACM
Allred Capital Management
Texas
$221K +$21.9K 1 0.11% Increased
1948
CCFM
Clear Creek Financial Management
Washington
$221K +$209K 1 0.03% New
1949
TW
Towerpoint Wealth
California
$221K +$209K 1 0.11% New
1950
WA
Wealth Architects
California
$221K +$209K 1 0.04% New