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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
1951
CT
Colonial Trust
South Carolina
$605K -$473K 2 0.08% Reduced
1952
SRC
Sage Rhino Capital
California
$605K +$10.8K 1 0.1% Increased
1953
ASA
Axxion S.A.
Luxembourg
$605K +$612K 1 0.04% New
1954
CFMC
Curbstone Financial Management Corp
New Hampshire
$601K $0 1 0.1% Maintained
1955
AWP
Axis Wealth Partners
Rhode Island
$600K +$748 1 0.29% Increased
1956
BSCCG
Blue Sky Capital Consultants Group
California
$600K -$135K 1 0.26% Reduced
1957
PCM
Presidio Capital Management
California
$599K -$13.7K 1 0.15% Reduced
1958
IIL
Income Insurance Ltd
$598K $0 1 0.36% Maintained
1959
BCM
Buckhead Capital Management
Georgia
$598K +$2.81K 1 0.21% Increased
1960
SFG
Sunburst Financial Group
Alabama
$597K -$26.2K 1 0.1% Reduced
1961
STA
Smith Thornton Advisors
Alabama
$596K -$61.9K 1 0.26% Reduced
1962
NCM
Next Capital Management
New York
$594K -$9.91K 1 0.16% Reduced
1963
JRPIM
Journey Retirement Planning & Investment Management
Idaho
$594K -$719K 1 0.46% Reduced
1964
DFA
Delta Financial Advisors
Louisiana
$594K -$93.5K 1 0.14% Reduced
1965
XWL
XXI Wealth LLC
Illinois
$592K +$260K 1 0.27% Increased
1966
GWAG
Garrett Wealth Advisory Group
Texas
$592K +$7.67K 1 0.09% Increased
1967
AF
AtlasMark Financial
Texas
$591K $0 1 0.29% Maintained
1968
GCM
Gladstone Capital Management
United Kingdom
$591K +$598K 1 0.06% New
1969
XSC
X-Square Capital
Puerto Rico
$591K $0 2 0.15% Maintained
1970
CFGW
Chancellor Financial Group WB
Pennsylvania
$590K -$147K 1 0.37% Reduced
1971
1M
1248 Management
Missouri
$589K +$589K 1 0.23% Increased
1972
CFD
Creative Financial Designs
Indiana
$587K +$78.2K 1 0.03% Increased
1973
NPF
Norris Perne & French
Michigan
$587K +$5.61K 1 0.03% Increased
1974
RMAM
Raab & Moskowitz Asset Management
New Jersey
$586K -$14K 1 0.12% Reduced
1975
DWM
Drive Wealth Management
Utah
$584K +$22.1K 1 0.1% Increased