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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
HFM
Hartford Financial Management
Connecticut
$138K $0 1 0.03% Maintained
2027
SFO
Standard Family Office
South Dakota
$138K +$69.3K 1 0.03% Increased
2028
TFM
TFC Financial Management
Massachusetts
$137K +$135 1 0.05% Increased
2029
FMT
First Mercantile Trust
Tennessee
$136K -$1.01M 1 0.02% Reduced
2030
SPWG
Sage Private Wealth Group
Illinois
$134K $0 1 0.18% Maintained
2031
LWM
Liberty Wealth Management
California
$126K +$16.2K 2 0.05% Increased
2032
ANBT
American National Bank & Trust
Texas
$125K +$108K 1 0.03% Increased
2033
FPFS
First Personal Financial Services
North Carolina
$125K $0 1 0.03% Maintained
2034
PWS
Paragon Wealth Strategies
Florida
$123K +$117K 1 0.03% New
2035
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$123K -$12.7K 1 0% Reduced
2036
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$122K -$125K 1 0.01% Reduced
2037
Country Trust Bank
Country Trust Bank
Illinois
$121K $0 1 0% Maintained
2038
GGI
Godsey & Gibb Inc
Virginia
$121K +$115K 1 0.07% New
2039
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$120K -$9.46K 1 0.04% Reduced
2040
FCB
First Command Bank
Texas
$117K $0 1 0.01% Maintained
2041
FCFS
First Command Financial Services
Texas
$117K $0 1 0.01% Maintained
2042
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$115K $0 1 0.09% Maintained
2043
PC
Permanens Capital
New York
$114K +$108K 1 0.02% New
2044
HCP
Hexagon Capital Partners
Arkansas
$112K $0 1 0.03% Maintained
2045
NICM
Neo Ivy Capital Management
New York
$111K -$691K 1 0.11% Reduced
2046
NSB
Norway Savings Bank
Maine
$109K $0 1 0.05% Maintained
2047
PCFFS
Pacific Center for Financial Services
California
$109K $0 1 0.05% Maintained
2048
BWM
BerganKDV Wealth Management
Minnesota
$108K +$13.7K 1 0.01% Increased
2049
HCM
Highlander Capital Management
New Jersey
$107K $0 1 0.05% Maintained
2050
HCM
Horrell Capital Management
Arkansas
$107K $0 1 0.04% Maintained