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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
2101
ICM
Islay Capital Management
Texas
$43K -$104K 1 0.03% Reduced
2102
DTIM
Danda Trouve Investment Management
Kansas
$41K +$270 1 0.05% Increased
2103
VC
Vestor Capital
Illinois
$41K +$39.2K 1 0% New
2104
RA
Resolute Advisors
California
$40K +$11.2K 1 0.01% Increased
2105
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$37K +$2.7K 1 0.03% Increased
2106
BBL
Beck Bode LLC
Massachusetts
$36K +$33.8K 1 0.01% New
2107
CAM
Costello Asset Management
Pennsylvania
$36K +$135 1 0.02% Increased
2108
CPWM
Cypress Point Wealth Management
Texas
$36K +$33.8K 1 0.03% New
2109
IF
Ironwood Financial
Arizona
$36K $0 1 0.01% Maintained
2110
NOI
Newton One Investments
Delaware
$36K +$33.8K 1 0.03% New
2111
Jones Financial Companies
Jones Financial Companies
Missouri
$35K -$28.1K 1 0% Reduced
2112
CA
Centerpoint Advisors
Massachusetts
$33K $0 1 0.02% Maintained
2113
DI
Disciplined Investments
Oklahoma
$33K +$25.5K 1 0.02% Increased
2114
EI
Ellevest Inc
New York
$33K -$18.5K 1 0% Reduced
2115
POIA
Pin Oak Investment Advisors
Texas
$33K $0 1 0.03% Maintained
2116
Altshuler Shaham
Altshuler Shaham
Israel
$32K -$624K 1 0% Reduced
2117
IPW
IronBridge Private Wealth
Texas
$31K $0 1 0.02% Maintained
2118
AA
Addison Advisors
Vermont
$30K +$28.4K 1 0.02% New
2119
CYG
Clean Yield Group
Vermont
$29K +$27.4K 1 0.01% New
2120
FA
Financial Advantage
Maryland
$29K $0 1 0.02% Maintained
2121
PWP
Personal Wealth Partners
Minnesota
$29K +$27K 1 0.01% New
2122
SL
Savior LLC
Massachusetts
$27K -$5.14K 1 0.02% Reduced
2123
TI
Truehand Inc
New Hampshire
$27K $0 1 0.02% Maintained
2124
CA
Crewe Advisors
Utah
$26K -$4.19K 1 0.01% Reduced
2125
FCM
Firestone Capital Management
Florida
$26K $0 1 0.01% Maintained