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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
2126
TCPG
Trivant Custom Portfolio Group
California
$204K -$2.18M 1 0.14% Reduced
2127
First Pacific Advisors
First Pacific Advisors
California
$204K $0 1 0% Maintained
2128
JWM
Jessup Wealth Management
Ohio
$204K -$48.9K 1 0.11% Reduced
2129
PGIM Custom Harvest
PGIM Custom Harvest
New Jersey
$204K +$197K 1 0.01% New
2130
MA
MJP Associates
Connecticut
$203K -$117K 1 0.07% Reduced
2131
RWP
Ridgecrest Wealth Partners
California
$203K $0 1 0.13% Maintained
2132
SAM
Summit Asset Management
Tennessee
$203K -$10.8K 1 0.05% Reduced
2133
KIC
Keating Investment Counselors
Florida
$202K $0 1 0.07% Maintained
2134
MHIC
Marble Harbor Investment Counsel
Massachusetts
$202K $0 1 0.03% Maintained
2135
CFD
Creative Financial Designs
Indiana
$202K +$4.94K 1 0.02% Increased
2136
PWM
Prentice Wealth Management
New York
$202K -$230K 1 0.09% Reduced
2137
CWM
Cahaba Wealth Management
Georgia
$201K -$18K 1 0.02% Reduced
2138
&Partners
&Partners
Tennessee
$200K +$193K 1 0.09% New
2139
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$200K -$155K 2 0.01% Reduced
2140
LWM
Lyell Wealth Management
California
$200K -$193K 1 0.03% Reduced
2141
WFA
West Financial Advisors
Iowa
$199K +$8.51K 1 0.05% Increased
2142
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$199K +$160K 1 0% Increased
2143
BFPW
BOK Financial Private Wealth
Colorado
$198K $0 1 0.02% Maintained
2144
FCAG
First Capital Advisors Group
New Jersey
$194K -$2.87K 1 0.1% Reduced
2145
AS
AM Squared
Hong Kong
$190K -$471K 1 0.22% Reduced
2146
FFL
Financial Freedom LLC
Ohio
$188K +$690 1 0.13% Increased
2147
FPFS
First Personal Financial Services
North Carolina
$186K -$13.6K 1 0.05% Reduced
2148
JWA
JFS Wealth Advisors
Pennsylvania
$186K +$2.3K 1 0.02% Increased
2149
TSWM
Tyler-Stone Wealth Management
Ohio
$185K +$177K 2 0.1% New
2150
SWA
SOA Wealth Advisors
New York
$185K -$6.44K 1 0.04% Reduced