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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
Hamilton Capital
Hamilton Capital
Ohio
$274K -$17.1K 1 0.02% Reduced
1952
One Wealth Advisors
One Wealth Advisors
California
$273K -$30.7K 1 0.06% Reduced
1953
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors
Washington
$273K -$27.9K 1 0.09% Reduced
1954
MLIC
Mandatum Life Insurance Company
Finland
$273K +$5.75K 1 0.11% Increased
1955
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors
Georgia
$273K +$17.4K 1 0.06% Increased
1956
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors
Oregon
$272K $0 1 0.04% Maintained
1957
GPI
General Partner Inc
Pennsylvania
$271K $0 1 0.23% Maintained
1958
Opus Capital Group
Opus Capital Group
Ohio
$270K $0 1 0.05% Maintained
1959
DFA
Delta Financial Advisors
Louisiana
$269K +$63.2K 1 0.12% Increased
1960
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson
Connecticut
$268K +$18.5K 1 0.06% Increased
1961
CFO
Collective Family Office
Pennsylvania
$268K -$131K 1 0.1% Reduced
1962
GWI
Grace & White Inc
New York
$268K +$259K 1 0.05% New
1963
AFP
Alpha Financial Partners
Kentucky
$266K +$40.3K 1 0.28% Increased
1964
BWM
Blossom Wealth Management
California
$266K +$38.6K 1 0.97% Increased
1965
GFPC
Global Financial Private Client
Florida
$266K -$674K 1 0.13% Reduced
1966
PF
Parker Financial
Washington
$265K $0 1 0.19% Maintained
1967
Salomon & Ludwin
Salomon & Ludwin
Virginia
$265K $0 1 0.03% Maintained
1968
Virtue Capital Management
Virtue Capital Management
Tennessee
$264K +$260K 1 0.05% New
1969
Toth Financial Advisory
Toth Financial Advisory
Virginia
$263K -$8.05K 1 0.04% Reduced
1970
RB
Renasant Bank
Mississippi
$263K -$71.8K 1 0.22% Reduced
1971
Wedge Capital Management
Wedge Capital Management
North Carolina
$263K +$4.94K 1 0% Increased
1972
AGA
Accuvest Global Advisors
Utah
$263K -$21.6K 1 0.13% Reduced
1973
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
$263K $0 1 0.03% Maintained
1974
Callan Family Office
Callan Family Office
Pennsylvania
$262K +$5.98K 1 0.07% Increased
1975
BFIC
Bedell Frazier Investment Counselling
California
$262K $0 1 0.08% Maintained