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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
MCG
McCollum Christoferson Group
New York
$251K $0 1 0.07% Maintained
2002
IPW
Invictus Private Wealth
Colorado
$250K -$9.66K 1 0.03% Reduced
2003
LI
Lafayette Investments
Maryland
$250K $0 1 0.07% Maintained
2004
ADBIC
A.D. Beadell Investment Counsel
Wisconsin
$249K -$3.25M 1 0.24% Reduced
2005
AF
Apexium Financial
Texas
$248K +$239K 1 0.02% New
2006
CFO
CVA Family Office
Colorado
$248K -$29.1K 1 0.05% Reduced
2007
Delta Accumulation LLC
Delta Accumulation LLC
California
$247K +$1.61K 1 0.08% Increased
2008
Accredited Investors
Accredited Investors
Minnesota
$246K $0 1 0.02% Maintained
2009
Congress Asset Management
Congress Asset Management
Massachusetts
$246K -$1.03K 1 0% Reduced
2010
KCM
Kendall Capital Management
Maryland
$246K -$16.7K 1 0.11% Reduced
2011
SIAG
Safeguard Investment Advisory Group
California
$246K -$63.3K 1 0.1% Reduced
2012
PAM
PVG Asset Management
Colorado
$246K -$180K 1 1.06% Reduced
2013
NAS
NWF Advisory Services
California
$246K $0 1 0.06% Maintained
2014
WFI
West Family Investments
California
$246K +$237K 1 0.1% New
2015
FA
Financial Alternatives
California
$245K -$2.64K 1 0.22% Reduced
2016
FPCP
Fort Point Capital Partners
California
$245K -$105K 1 0.03% Reduced
2017
AWA
Alta Wealth Advisors
Massachusetts
$244K +$236K 1 0.14% New
2018
MCM
Monument Capital Management
Virginia
$244K +$52.2K 1 0.08% Increased
2019
MIM
Morningstar Investment Management
Illinois
$244K +$236K 1 0.03% New
2020
1WM
1900 Wealth Management
Texas
$244K +$235K 1 0.03% New
2021
FWP
FAS Wealth Partners
Kansas
$244K -$34.1K 1 0.03% Reduced
2022
QFA
Quantum Financial Advisors
California
$243K +$460 1 0.07% Increased
2023
Valmark Advisers
Valmark Advisers
Ohio
$242K -$64.6K 1 0% Reduced
2024
TF
Tompkins Financial
New York
$241K $0 1 0.04% Maintained
2025
SAF
Smith Anglin Financial
Texas
$241K +$230 1 0.03% Increased