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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
LAM
Lifestyle Asset Management
Texas
$239K +$231K 1 0.14% New
2027
WI
Wedgewood Investors
Pennsylvania
$239K +$14.4K 1 0.31% Increased
2028
ACM
Arlington Capital Management
Illinois
$238K +$230K 1 0.21% New
2029
CHA
Cooper/Haims Advisors
New York
$238K +$115 1 0.18% Increased
2030
CA
Cresta Advisors
Texas
$238K $0 1 0.19% Maintained
2031
CSIA
Carl Stuart Investment Advisor
Texas
$238K +$230K 1 0.18% New
2032
KFSC
Keystone Financial Services (Colorado)
Colorado
$238K +$46.3K 1 0.12% Increased
2033
RBF Capital
RBF Capital
California
$238K $0 1 0.01% Maintained
2034
VCM
Vigilant Capital Management
Maine
$238K $0 1 0.02% Maintained
2035
PWM
PBMares Wealth Management
Virginia
$238K +$575 1 0.09% Increased
2036
GD
Grandfield & Dodd
New York
$237K +$4.48K 1 0.02% Increased
2037
GP
Girard Partners
Pennsylvania
$237K -$46.3K 1 0.03% Reduced
2038
SLWA
San Luis Wealth Advisors
California
$237K -$1.72K 1 0.08% Reduced
2039
Members Trust
Members Trust
Florida
$237K +$229K 1 0.01% New
2040
TFA
Tranquilli Financial Advisor
New Jersey
$235K +$227K 1 0.17% New
2041
FP
Financial Perspectives
Minnesota
$235K +$8.74K 1 0.1% Increased
2042
WAAG
Wealth Alliance Advisory Group
Kansas
$235K -$12.3K 1 0.08% Reduced
2043
Calamos Wealth Management
Calamos Wealth Management
Illinois
$233K +$9.43K 1 0.02% Increased
2044
CD
Chapin Davis
Maryland
$233K +$115 1 0.11% Increased
2045
SHFA
SC&H Financial Advisors
Maryland
$232K -$18.6K 1 0.08% Reduced
2046
VCAM
Van Cleef Asset Management
Ohio
$232K $0 1 0.04% Maintained
2047
DCM
Dupont Capital Management
Delaware
$230K +$222K 1 0.01% New
2048
GIM
Groesbeck Investment Management
New Jersey
$230K $0 1 0.35% Maintained
2049
CC
Constitution Capital
Connecticut
$230K -$23K 1 0.13% Reduced
2050
WMS
Wealth Management Solutions
Pennsylvania
$230K +$2.18K 1 0.15% Increased