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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
MPW
Monterey Private Wealth
California
$206K +$577 1 0.11% Increased
1952
AFA
Atlanta Financial Associates
Georgia
$204K $0 1 0.1% Maintained
1953
DSN
D. Scott Neal
Kentucky
$204K $0 1 0.09% Maintained
1954
Kelman-Lazarov Inc
Kelman-Lazarov Inc
Tennessee
$204K $0 1 0.07% Maintained
1955
Klingman & Associates
Klingman & Associates
New York
$203K -$2.6K 1 0.02% Reduced
1956
FWM
Fairhaven Wealth Management
Illinois
$202K +$24.5K 1 0.08% Increased
1957
Baystate Wealth Management
Baystate Wealth Management
Massachusetts
$201K $0 1 0.02% Maintained
1958
One Wealth Advisors
One Wealth Advisors
California
$201K -$97.5K 1 0.08% Reduced
1959
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$200K -$58.9K 1 0.01% Reduced
1960
SAM
S.A. Mason
Michigan
$200K +$131K 1 0.15% Increased
1961
TCM
Tradewinds Capital Management
Washington
$200K +$2.88K 2 0.04% Increased
1962
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$192K -$25.7K 1 0.03% Reduced
1963
Miller Investment Management
Miller Investment Management
Pennsylvania
$192K $0 1 0.04% Maintained
1964
Rockbridge Investment Management
Rockbridge Investment Management
New York
$190K $0 1 0.04% Maintained
1965
CVA Family Office
CVA Family Office
Colorado
$189K +$123K 1 0.07% Increased
1966
AIM
Arcadia Investment Management
Michigan
$186K -$60.2K 1 0.04% Reduced
1967
CWC
Carolinas Wealth Consulting
North Carolina
$186K -$31.9K 1 0.05% Reduced
1968
Gradient Investments
Gradient Investments
Minnesota
$185K -$2.31K 1 0.01% Reduced
1969
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$184K +$865 1 0.03% Increased
1970
ACM
Allred Capital Management
Texas
$184K +$200K 1 0.08% New
1971
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$183K $0 1 0.01% Maintained
1972
PWMG
Prestige Wealth Management Group
New Jersey
$182K -$432K 1 0.05% Reduced
1973
Sierra Capital
Sierra Capital
Florida
$181K +$197K 1 0.03% New
1974
SC
Solstein Capital
California
$181K $0 1 0.25% Maintained
1975
Institutional & Family Asset Management
Institutional & Family Asset Management
Colorado
$180K +$61.3K 1 0.03% Increased