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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
KLI
Kelman-Lazarov Inc
Tennessee
$220K $0 1 0.08% Maintained
1952
Klingman & Associates
Klingman & Associates
New York
$219K +$135 1 0.02% Increased
1953
DHFB
Dixon Hubard Feinour & Brown
Virginia
$217K +$205K 1 0.05% New
1954
FWM
Fairhaven Wealth Management
Illinois
$217K $0 1 0.09% Maintained
1955
PWW
Pettyjohn Wood & White
Virginia
$217K +$205K 1 0.05% New
1956
SAM
S.A. Mason
Michigan
$217K +$1.35K 1 0.15% Increased
1957
DWM
Dorchester Wealth Management
Quebec, Canada
$216K +$204K 1 0.05% New
1958
MA
Modus Advisors
Minnesota
$216K +$205K 1 0.09% New
1959
SC
Solstein Capital
California
$216K +$19.6K 1 0.27% Increased
1960
BB
Bell Bank
North Dakota
$215K +$204K 1 0.03% New
1961
CWA
Clarity Wealth Advisors
California
$215K +$203K 1 0.11% New
1962
FA
Fermata Advisors
California
$215K +$203K 1 0.12% New
1963
MFG
MidWestOne Financial Group
Iowa
$214K +$203K 1 0.05% New
1964
PBF
Petix & Botte Financial
California
$214K +$202K 1 0.15% New
1965
TNB
Thomasville National Bank
Georgia
$214K +$202K 1 0.02% New
1966
BBCM
Boardman Bay Capital Management
New York
$213K -$297K 1 0.34% Reduced
1967
CAWM
Capital Advisors Wealth Management
Washington
$212K -$10K 1 0.08% Reduced
1968
GGS
Galvin Gaustad & Stein
Arizona
$212K -$23.7K 1 0.02% Reduced
1969
PCMC
Paragon Capital Management (Colorado)
Colorado
$212K +$200K 1 0.1% New
1970
CWA
Centennial Wealth Advisory
Michigan
$211K +$200K 1 0.13% New
1971
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$211K +$1.49K 1 0.02% Increased
1972
ICP
Interchange Capital Partners
Pennsylvania
$210K -$546K 1 0.32% Reduced
1973
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$209K +$2.03K 1 0.02% Increased
1974
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$209K +$197K 1 0.02% New
1975
SWA
SFMG Wealth Advisors
Texas
$209K +$197K 1 0.02% New