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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
WI
Wedgewood Investors
Pennsylvania
$219K -$3.48K 1 0.3% Reduced
2027
PPWM
Paragon Private Wealth Management
Kentucky
$219K +$14.3K 1 0.18% Increased
2028
OWM
OneAscent Wealth Management
Alabama
$219K +$229K 1 0.1% New
2029
MLIC
Mandatum Life Insurance Company
Finland
$219K -$37.4K 1 0.09% Reduced
2030
Callan Family Office
Callan Family Office
Pennsylvania
$219K -$27.3K 1 0.06% Reduced
2031
KAS
KPP Advisory Services
Kentucky
$218K +$228K 1 0.07% New
2032
LA
LexAurum Advisors
Kansas
$218K -$40K 1 0.06% Reduced
2033
AWA
Alta Wealth Advisors
Massachusetts
$218K -$10.7K 1 0.13% Reduced
2034
CD
Chapin Davis
Maryland
$217K +$116 1 0.1% Increased
2035
FL
Fort LP
Maryland
$217K +$227K 1 0.6% New
2036
LGG
Luts & Greenleigh Group
Maryland
$217K +$9.86K 1 0.27% Increased
2037
PCM
Pennsylvania Capital Management
Pennsylvania
$216K +$5.34K 1 0.09% Increased
2038
WMS
Wealth Management Solutions
Pennsylvania
$214K $0 1 0.15% Maintained
2039
BFIC
Bedell Frazier Investment Counselling
California
$214K -$31.9K 1 0.06% Reduced
2040
MFG
MidWestOne Financial Group
Iowa
$214K +$9.51K 1 0.05% Increased
2041
GIM
Groesbeck Investment Management
New Jersey
$214K $0 1 0.32% Maintained
2042
BWM
Baystate Wealth Management
Massachusetts
$212K -$1.04K 1 0.02% Reduced
2043
VSQM
V-Square Quantitative Management
Illinois
$212K +$206K 1 0.09% Increased
2044
Chilton Investment Company
Chilton Investment Company
Connecticut
$212K -$49.2K 1 0.01% Reduced
2045
CPC
Consolidated Planning Corp
Georgia
$212K +$221K 1 0.05% New
2046
TC
Trilogy Capital
California
$211K -$15.8K 1 0.01% Reduced
2047
SCM
Sandler Capital Management
New York
$211K $0 1 0.02% Maintained
2048
RC
Roundview Capital
New Jersey
$211K +$348 1 0.02% Increased
2049
PWMA
Pension & Wealth Management Advisors
Massachusetts
$210K -$390K 1 0.15% Reduced
2050
OPA
Old Port Advisors
Maine
$210K +$219K 1 0.08% New