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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
2626	ECM Elgethun Capital Management Sioux Falls, South Dakota	$184K	$0	1	0.05%	Maintained
2627	HFM Hartford Financial Management Hartford, Connecticut	$181K	$0	1	0.04%	Maintained
2628	VCM Versant Capital Management Phoenix, Arizona	$179K	+$98K	2	0.05%	Increased
2629	Country Trust Bank Bloomington, Illinois	$169K	$0	1	0%	Maintained
2630	CTC Cetera Trust Company St. Paul, Minnesota	$167K	$0	1	0.1%	Maintained
2631	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$165K	$0	1	0.03%	Maintained
2632	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$162K	$0	1	0.12%	Maintained
2633	GW&K Investment Management Boston, Massachusetts	$162K	+$19.5K	1	0%	Increased
2634	SIS Sound Income Strategies Ft Lauderdale, Florida	$160K	+$189	1	0.01%	Increased
2635	WTG West Tower Group Richmond, Virginia	$159K	+$151K	1	0.43%	New
2636	CFFP Center for Financial Planning Southfied, Michigan	$159K	$0	1	0.02%	Maintained
2637	MLM Mount Lucas Management Newtown, Pennsylvania	$156K	+$148K	1	0.04%	New
2638	TCM Tradewinds Capital Management Bellingham, Washington	$152K	+$3.78K	2	0.05%	Increased
2639	HCM Horrell Capital Management Little Rock, Arkansas	$149K	$0	1	0.04%	Maintained
2640	PCFFS Pacific Center for Financial Services San Ramon, California	$149K	$0	1	0.04%	Maintained
2641	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$148K	+$28.3K	2	0.03%	Increased
2642	VC Vestor Capital Chicago, Illinois	$142K	+$37.8K	1	0.01%	Increased
2643	GCM Gables Capital Management Miami, Florida	$142K	$0	1	0.07%	Maintained
2644	Wolverine Asset Management Chicago, Illinois	$139K	-$488K	1	0%	Reduced
2645	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$134K	+$80.5K	1	0.03%	Increased
2646	VAG VisionPoint Advisory Group Dallas, Texas	$133K	+$119K	1	0.05%	Increased
2647	GIA GHP Investment Advisors Denver, Colorado	$133K	+$30.4K	1	0.01%	Increased
2648	TFF The Family Firm Bethesda, Maryland	$131K	+$124K	1	0.03%	New
2649	GCS Gordian Capital (Singapore) Singapore	$129K	+$123K	1	0.07%	New
2650	MIM Macroview Investment Management Bethesda, Maryland	$127K	+$9.87K	2	0.13%	Increased