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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
2001
AJ
Ashburton (Jersey)
Jersey
$139K $0 1 0.07% Maintained
2002
GCM
Gladius Capital Management
Illinois
$136K +$148K 1 0.01% New
2003
LS
Leelyn Smith
Illinois
$135K $0 1 0.04% Maintained
2004
HWMA
Heritage Wealth Management (Arizona)
Arizona
$134K +$145K 2 0.08% New
2005
HS
Horan Securities
United States
$132K +$78.9K 1 0.11% Increased
2006
QVR
QVR
California
$131K +$143K 1 0.01% New
2007
ACA
Atlas Capital Advisors
Wyoming
$131K +$101K 1 0.03% Increased
2008
HFM
Hartford Financial Management
Connecticut
$128K -$16.3K 1 0.03% Reduced
2009
GAAM
Guinness Atkinson Asset Management
California
$127K +$33.3K 1 0.06% Increased
2010
TFM
TFC Financial Management
Massachusetts
$127K +$144 1 0.05% Increased
2011
FHC
First Horizon Corporation
Tennessee
$125K +$26.7K 1 0.01% Increased
2012
SPWG
Sage Private Wealth Group
Illinois
$125K +$13.6K 1 0.22% Increased
2013
LWM
Liberty Wealth Management
California
$121K $0 2 0.06% Maintained
2014
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$120K -$588K 1 0.05% Reduced
2015
PCM
Perritt Capital Management
Illinois
$117K $0 1 0.06% Maintained
2016
FMB
Field & Main Bank
Kentucky
$116K +$75K 1 0.08% Increased
2017
FPFS
First Personal Financial Services
North Carolina
$116K $0 1 0.03% Maintained
2018
ME
McIlrath & Eck
Washington
$115K +$12.1K 1 0.04% Increased
2019
Country Trust Bank
Country Trust Bank
Illinois
$113K $0 1 0% Maintained
2020
MAM
McCarthy Asset Management
California
$113K +$49.6K 1 0.09% Increased
2021
FCB
First Command Bank
Texas
$109K $0 1 0.02% Maintained
2022
FCFS
First Command Financial Services
Texas
$109K $0 1 0.02% Maintained
2023
CA
Capitolis Advisors
New York
$107K -$10.3M 1 0% Reduced
2024
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$106K -$2.4M 1 0.09% Reduced
2025
MLFP
MPS Loria Financial Planners
Illinois
$105K +$288 1 0.05% Increased