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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
SC
Solstein Capital
California
$152K $0 1 0.13% Maintained
2102
BAM
Bellevue Asset Management
Washington
$148K -$23.1K 1 0.1% Reduced
2103
TWM
Tradition Wealth Management
Minnesota
$147K +$3.6K 1 0.02% Increased
2104
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$146K $0 2 0.04% Maintained
2105
FPFS
First Personal Financial Services
North Carolina
$145K -$29.8K 1 0.04% Reduced
2106
First Command Advisory Services
First Command Advisory Services
Texas
$143K +$149K 1 0% New
2107
JMF
Johnson Midwest Financial
Iowa
$142K -$8.47K 1 0.32% Reduced
2108
ME
McIlrath & Eck
Washington
$136K $0 1 0.03% Maintained
2109
CT
Clearstead Trust
Maine
$133K $0 1 0.04% Maintained
2110
MBFW
Morton Brown Family Wealth
Pennsylvania
$133K $0 1 0.07% Maintained
2111
RFG
RFP Financial Group
Georgia
$132K -$22.7K 1 0.06% Reduced
2112
AIM
Arcadia Investment Management
Michigan
$128K -$84.1K 1 0.03% Reduced
2113
RFA
Resurgent Financial Advisors
Georgia
$124K +$6.61K 1 0.08% Increased
2114
BC
Belmont Capital
California
$122K $0 1 0.07% Maintained
2115
SAM
S.A. Mason
Michigan
$122K $0 1 0.09% Maintained
2116
GJIA
Glass Jacobson Investment Advisors
Maryland
$121K $0 2 0.06% Maintained
2117
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$120K +$3.48K 1 0.01% Increased
2118
VAG
VisionPoint Advisory Group
Texas
$119K +$122K 1 0.05% Increased
2119
FMP
Financial Management Professionals
Texas
$118K -$2.67K 1 0.02% Reduced
2120
MAM
Montanaro Asset Management
United Kingdom
$117K $0 1 0.02% Maintained
2121
Arax Advisory Partners
Arax Advisory Partners
Colorado
$116K -$9.4K 2 0.01% Reduced
2122
LFA
Level Financial Advisors
New York
$115K $0 1 0.06% Maintained
2123
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$115K +$62.6K 1 0.01% Increased
2124
BIA
Bell Investment Advisors
California
$112K +$58.1K 1 0.03% Increased
2125
BSC
Brown Shipley & Co
United Kingdom
$111K $0 1 0.06% Maintained