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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
426	WAM World Asset Management Detroit, Michigan	$5.22M	+$773K	1	0.27%	Increased
427	MCM Maple Capital Management Montpelier, Vermont	$5.22M	-$159K	1	1.23%	Reduced
428	OKSA O'Keefe Stevens Advisory Rochester, New York	$5.21M	+$519K	1	4.05%	Increased
429	GAM Griffin Asset Management New York	$5.21M	-$67.6K	1	0.74%	Reduced
430	BAS Brown Advisory Securities Baltimore, Maryland	$5.2M	-$220K	1	1.22%	Reduced
431	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$5.13M	+$4.66M	1	0.6%	Increased
432	LBC Lowe Brockenbrough & Co Richmond, Virginia	$5.11M	-$1.47M	1	0.71%	Reduced
433	Wolverine Trading Chicago, Illinois	$5.1M	+$3.46M	1	0.01%	Increased
434	CWA Asset Management Group Naples, Florida	$5.09M	+$760K	1	0.98%	Increased
435	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$5.03M	+$92.5K	1	0.74%	Increased
436	Busey Bank Urbana, Illinois	$4.99M	-$17K	1	0.45%	Reduced
437	PHS Pekin Hardy Strauss Chicago, Illinois	$4.97M	-$43.9K	1	0.39%	Reduced
438	OPCM Osborne Partners Capital Management San Francisco, California	$4.96M	-$123K	1	0.97%	Reduced
439	Capital Guardian Trust Los Angeles, California	$4.9M	-$6.56M	1	0.07%	Reduced
440	NCM Nelson Capital Management Menlo Park, California	$4.87M	-$2.23M	1	1.21%	Reduced
441	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$4.84M	+$465K	1	1.7%	Increased
442	Whittier Trust South Pasadena, California	$4.79M	-$3.4K	2	0.15%	Reduced
443	TCM Tufton Capital Management Hunt Valley, Maryland	$4.78M	+$1.94M	1	1.02%	Increased
444	RP Rowlandmiller & Partners Atlanta, Georgia	$4.74M	+$2.32K	1	1.7%	Increased
445	UAS United Asset Strategies Garden City, New York	$4.73M	+$1.93M	1	1.11%	Increased
446	ODCM Old Dominion Capital Management Charlottesville, Virginia	$4.68M	+$157K	1	1.6%	Increased
447	Achmea Investment Management Zeist, Netherlands	$4.67M	-$1.84M	1	0.19%	Reduced
448	WIA Wealthstreet Investment Advisors Dallas, Texas	$4.63M	+$239K	1	0.61%	Increased
449	Fort Washington Investment Advisors Cincinnati, Ohio	$4.63M	-$424K	1	0.05%	Reduced
450	Atlantic Union Bankshares Glen Allen, Virginia	$4.63M	-$261K	1	1.28%	Reduced