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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
2301
CASC
Coppell Advisory Solutions Corp
Texas
$45.1K +$48K 1 0.02% New
2302
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.4K -$17.3K 1 0% Reduced
2303
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$42.7K $0 1 0.05% Maintained
2304
MFC
Mechanics Financial Corp
Ohio
$42K $0 1 0.03% Maintained
2305
Altshuler Shaham
Altshuler Shaham
Israel
$41.8K -$1.4K 1 0% Reduced
2306
RTL
Red Tortoise LLC
Georgia
$41.2K +$43.9K 1 0.03% New
2307
SC
Shay Capital
New York
$41.1K $0 1 0.01% Maintained
2308
ICM
Islay Capital Management
Texas
$39K $0 1 0.04% Maintained
2309
MPCL
My Personal CFO LLC
Washington
$38.4K +$40.8K 1 0.04% New
2310
PWMA
Pension & Wealth Management Advisors
Massachusetts
$38.3K +$40.7K 1 0.03% New
2311
TIM
Tortoise Investment Management
New York
$37.2K +$5.85K 1 0.01% Increased
2312
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$36.1K $0 1 0% Maintained
2313
VCM
Versant Capital Management
Arizona
$35.8K -$585 1 0.01% Reduced
2314
JGIA
Jackson Grant Investment Advisers
Connecticut
$35.4K $0 1 0.02% Maintained
2315
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$34.3K -$17.6K 1 0.01% Reduced
2316
SC
Seldon Capital
California
$34.1K $0 1 0.03% Maintained
2317
LF
Lee Financial
Texas
$33.6K -$12.1K 1 0.01% Reduced
2318
CMP
Coston McIsaac & Partners
Maine
$33K $0 1 0.01% Maintained
2319
TLA
Tanglewood Legacy Advisors
Texas
$32.4K +$34.5K 1 0.02% New
2320
CAM
Costello Asset Management
Pennsylvania
$31.4K $0 1 0.03% Maintained
2321
WR
WD Rutherford
Oregon
$31.3K $0 1 0.02% Maintained
2322
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$31K -$42.2K 1 0% Reduced
2323
MSFP
Mark Sheptoff Financial Planning
Connecticut
$30.7K -$58.5K 1 0.02% Reduced
2324
ONST
Old North State Trust
North Carolina
$30K $0 1 0.02% Maintained
2325
CBT
CoreFirst Bank & Trust
Kansas
$29.9K $0 2 0.02% Maintained