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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
HFS
Heritage Financial Services
Massachusetts
$213K -$10.8K 1 0.04% Reduced
2102
HI
Hoey Investments
Pennsylvania
$212K +$13.9K 1 0.07% Increased
2103
OPCM
Osborne Partners Capital Management
California
$211K -$230 1 0.02% Reduced
2104
CCB
Cutter & Co Brokerage
Missouri
$211K -$67.9K 1 0.06% Reduced
2105
RCG
Regatta Capital Group
California
$211K +$203K 1 0.07% New
2106
AMCA
Arthur M. Cohen & Associates
Illinois
$211K $0 1 0.05% Maintained
2107
FFA
Founders Financial Alliance
North Carolina
$211K -$107K 1 0.08% Reduced
2108
One Capital Management
One Capital Management
California
$210K -$50.7K 1 0.01% Reduced
2109
BWA
Blodgett Wealth Advisors
California
$210K $0 1 0.22% Maintained
2110
MMM
Mendel Money Management
Illinois
$210K +$203K 1 0.11% New
2111
FFG
Frisch Financial Group
New York
$210K +$17.7K 1 0.1% Increased
2112
ERWM
Elk River Wealth Management
Colorado
$210K $0 1 0.04% Maintained
2113
EB
Exchange Bank
California
$209K +$202K 1 0.2% New
2114
CW
CIC Wealth
Maryland
$209K -$259K 1 0.07% Reduced
2115
GB
Goepper Burkhardt
South Carolina
$208K $0 1 0.13% Maintained
2116
SWA
SFMG Wealth Advisors
Texas
$207K -$41.2K 1 0.02% Reduced
2117
FPWM
FSB Premier Wealth Management
Iowa
$207K +$575 1 0.11% Increased
2118
MCWS
McKinley Carter Wealth Services
West Virginia
$207K -$4.28M 1 0.02% Reduced
2119
KWMG
King Wealth Management Group
Florida
$207K +$200K 1 0.04% New
2120
RIA
Realta Investment Advisors
Delaware
$207K -$99.5K 1 0.05% Reduced
2121
AA
Altrafin AG
$207K +$200K 1 0.09% New
2122
GFP
Gryphon Financial Partners
Ohio
$207K -$37.1K 1 0.04% Reduced
2123
SWM
Sugarloaf Wealth Management
Georgia
$206K -$28.3K 1 0.05% Reduced
2124
MFA
Mayflower Financial Advisors
Massachusetts
$205K -$1.84K 1 0.03% Reduced
2125
PGA
Portland Global Advisors
Maine
$205K -$23K 1 0.03% Reduced