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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
FA
Financial Alternatives
California
$229K $0 1 0.21% Maintained
2002
IFU
iSAM Funds (UK)
United Kingdom
$229K +$239K 1 0.14% New
2003
Quantum Financial Advisors
Quantum Financial Advisors
California
$228K +$1.16K 1 0.07% Increased
2004
Kendall Capital Management
Kendall Capital Management
Maryland
$228K -$1.74K 1 0.1% Reduced
2005
Morningstar Investment Management
Morningstar Investment Management
Illinois
$228K $0 1 0.03% Maintained
2006
Marietta Wealth Management
Marietta Wealth Management
Georgia
$228K -$17.2K 1 0.05% Reduced
2007
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$227K +$39.7K 1 0.03% Increased
2008
Fort Point Capital Partners
Fort Point Capital Partners
California
$226K -$2.55K 1 0.03% Reduced
2009
FAS Wealth Partners
FAS Wealth Partners
Kansas
$226K -$1.16K 1 0.02% Reduced
2010
Smith Anglin Financial
Smith Anglin Financial
Texas
$226K +$1.62K 1 0.03% Increased
2011
KFSC
Keystone Financial Services (Colorado)
Colorado
$225K +$2.55K 1 0.12% Increased
2012
Accredited Investors
Accredited Investors
Minnesota
$224K -$5.8K 1 0.02% Reduced
2013
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors
Washington
$224K -$32.5K 1 0.08% Reduced
2014
CHA
Cooper/Haims Advisors
New York
$222K $0 1 0.17% Maintained
2015
RTC
Riverview Trust Company
Washington
$222K +$18.3K 1 0.2% Increased
2016
CSIA
Carl Stuart Investment Advisor
Texas
$222K $0 1 0.18% Maintained
2017
Tompkins Financial
Tompkins Financial
New York
$222K -$2.9K 1 0.04% Reduced
2018
BA
Birinyi Associates
Connecticut
$222K +$232K 1 0.09% New
2019
PBMares Wealth Management
PBMares Wealth Management
Virginia
$222K $0 1 0.08% Maintained
2020
PHIC
Pine Haven Investment Counsel
Massachusetts
$221K +$14.4K 1 0.23% Increased
2021
Members Trust
Members Trust
Florida
$221K $0 1 0.01% Maintained
2022
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$220K +$230K 1 0.01% New
2023
Apexium Financial
Apexium Financial
Texas
$220K -$11.9K 1 0.02% Reduced
2024
FP
Financial Perspectives
Minnesota
$219K $0 1 0.1% Maintained
2025
AIM
Allen Investment Management
New York
$219K +$11K 1 0% Increased