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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
AIC
Ayalon Insurance Company
Israel
$212K -$111K 1 0.08% Reduced
1927
BWCS
Beirne Wealth Consulting Services
Connecticut
$211K $0 1 0.12% Maintained
1928
Check Capital Management
Check Capital Management
California
$211K $0 1 0.01% Maintained
1929
HCA
Harbour Capital Advisors
Virginia
$211K $0 1 0.06% Maintained
1930
Keebeck Wealth Management
Keebeck Wealth Management
Illinois
$211K -$85K 1 0.04% Reduced
1931
SC
Schoolcraft Capital
Colorado
$210K $0 1 0.07% Maintained
1932
Baystate Wealth Management
Baystate Wealth Management
Massachusetts
$210K +$993 1 0.02% Increased
1933
CPA
Clear Perspective Advisors
Illinois
$210K +$26.2K 1 0.07% Increased
1934
MA
MBA Advisors
Pennsylvania
$210K -$56.6K 1 0.16% Reduced
1935
Howard Capital Management
Howard Capital Management
Georgia
$207K -$508K 1 0.03% Reduced
1936
ACM
Alethea Capital Management
Washington
$206K $0 1 0.18% Maintained
1937
Gradient Investments
Gradient Investments
Minnesota
$206K +$28.4K 1 0.01% Increased
1938
PI
Pachira Investments
California
$206K $0 1 0.15% Maintained
1939
Permanens Capital
Permanens Capital
New York
$206K +$113K 1 0.04% Increased
1940
VCG
Vantage Consulting Group
Virginia
$206K -$13.2K 1 0.04% Reduced
1941
West Financial Advisors
West Financial Advisors
Iowa
$206K $0 1 0.06% Maintained
1942
XSC
X-Square Capital
Puerto Rico
$206K $0 1 0.11% Maintained
1943
Klingman & Associates
Klingman & Associates
New York
$205K +$7.24K 1 0.02% Increased
1944
Congress Asset Management
Congress Asset Management
Massachusetts
$203K $0 1 0% Maintained
1945
MA
Modus Advisors
Minnesota
$203K +$8.37K 1 0.09% Increased
1946
AMCA
Arthur M. Cohen & Associates
Illinois
$202K +$223K 1 0.04% New
1947
Empirical Finance
Empirical Finance
Pennsylvania
$202K $0 1 0.03% Maintained
1948
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$202K +$48.8K 1 0.03% Increased
1949
MF
Montis Financial
Massachusetts
$202K +$1.56K 1 0.17% Increased
1950
TAM
Townsend Asset Management
North Carolina
$202K $0 1 0.11% Maintained