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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
2076
WA
WBH Advisory
Maryland
$220K +$17.2K 1 0.03% Increased
2077
RBC
Roble Belko & Company
Pennsylvania
$220K $0 1 0.04% Maintained
2078
MFG
MidWestOne Financial Group
Iowa
$220K -$393K 1 0.05% Reduced
2079
NCM
Novare Capital Management
North Carolina
$220K $0 1 0.02% Maintained
2080
RTC
Riverview Trust Company
Washington
$220K -$211K 1 0.2% Reduced
2081
ICP
Interchange Capital Partners
Pennsylvania
$219K -$163K 1 0.17% Reduced
2082
RMCM
Reynders McVeigh Capital Management
Massachusetts
$218K +$2.3K 1 0.01% Increased
2083
FWM
FFT Wealth Management
Pennsylvania
$217K -$4.02K 1 0.03% Reduced
2084
SA
Syntax Advisors
New York
$217K -$16.1K 1 0.18% Reduced
2085
VCG
Vantage Consulting Group
Virginia
$217K -$16.1K 1 0.13% Reduced
2086
Gradient Investments
Gradient Investments
Minnesota
$217K -$106K 2 0.01% Reduced
2087
OBWG
Onyx Bridge Wealth Group
New York
$217K +$210K 1 0.05% New
2088
AC
Anson Capital
Georgia
$217K +$210K 1 0.4% New
2089
FWM
Fairhaven Wealth Management
Illinois
$217K +$210K 1 0.08% New
2090
SA
Sicart Associates
New York
$216K $0 1 0.08% Maintained
2091
CQS
Credential Qtrade Securities
$216K +$205K 1 0.01% Increased
2092
EFG
Everhart Financial Group
Ohio
$216K -$20K 1 0.09% Reduced
2093
CC
Corton Capital
Ontario, Canada
$215K +$208K 1 0.1% New
2094
WAM
Winslow Asset Management
Ohio
$215K +$188K 1 0.05% New
2095
CCIA
Campbell & Co Investment Adviser
Maryland
$214K -$243K 1 0.04% Reduced
2096
ISWM
Independent Solutions Wealth Management
New York
$213K -$756K 1 0.05% Reduced
2097
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$213K -$34.5K 1 0.01% Reduced
2098
C
Covestor
United Kingdom
$213K -$33.9K 2 0.16% Reduced
2099
LC
Landaas & Company
Wisconsin
$213K $0 1 0.09% Maintained
2100
SF
Safeguard Financial
Wisconsin
$213K $0 1 0.1% Maintained