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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
2026
LI
Lafayette Investments
Maryland
$544K +$9.35K 1 0.1% Increased
2027
RF
Rossby Financial
Florida
$539K -$61.5K 1 0.1% Reduced
2028
PHIC
Pine Haven Investment Counsel
Massachusetts
$539K +$6.54K 1 0.36% Increased
2029
FRM
Fox Run Management
Connecticut
$539K +$548K 2 0.09% New
2030
OWA
Outlook Wealth Advisors
Texas
$538K -$34K 1 0.12% Reduced
2031
One Capital Management
One Capital Management
California
$537K $0 1 0.01% Maintained
2032
MAMG
Milestone Asset Management Group
Connecticut
$536K +$542K 1 0.27% New
2033
AIA
Affinity Investment Advisors
California
$535K -$30.3K 1 0.27% Reduced
2034
NB
NBH Bank
Colorado
$533K +$539K 2 0.22% New
2035
HWMC
Heritage Wealth Management (California)
California
$533K -$377K 1 0.2% Reduced
2036
BCM
Bluefin Capital Management
New York
$532K +$539K 1 0.13% New
2037
OL
OneFund LLC
Florida
$532K -$12.5K 1 0.3% Reduced
2038
BFS
BridgePort Financial Solutions
Iowa
$531K -$760K 1 0.14% Reduced
2039
Annex Advisory Services
Annex Advisory Services
Wisconsin
$530K -$3.05M 1 0.01% Reduced
2040
KCPT
Kingstone Capital Partners Texas
Texas
$530K +$2.43K 1 0.28% Increased
2041
BWP
Balboa Wealth Partners
Arizona
$530K -$112K 1 0.07% Reduced
2042
CIA
Cape Investment Advisory
Georgia
$530K -$511K 1 0.14% Reduced
2043
AF
Alerus Financial
North Dakota
$527K $0 1 0.02% Maintained
2044
SW
SlateStone Wealth
Florida
$526K -$15.1K 1 0.04% Reduced
2045
NWAG
Net Worth Advisory Group
Utah
$524K -$53.5K 1 0.13% Reduced
2046
HIC
Holderness Investments Company
North Carolina
$524K +$11.2K 1 0.09% Increased
2047
FAL
Focused Alpha LLC
Colorado
$522K +$528K 1 0.13% New
2048
CMI
Clare Market Investments
Texas
$520K +$527K 1 0.1% New
2049
TWPM
Total Wealth Planning & Management
Florida
$519K +$92.8K 1 0.35% Increased
2050
SFGM
Stonebridge Financial Group (Missouri)
Missouri
$518K +$10.7K 1 0.34% Increased