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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	HI Hoey Investments Coatesville, Pennsylvania	$13.1M	+$6.63K	1	4.4%	Increased
427	NPA Nichols & Pratt Advisers Boston, Massachusetts	$13M	-$19K	1	1.01%	Reduced
428	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$12.9M	+$10.3M	1	0.46%	Increased
429	Gotham Asset Management New York	$12.9M	+$1.81M	1	0.57%	Increased
430	NAM North American Management Boston, Massachusetts	$12.8M	-$448K	1	1.74%	Reduced
431	OKSA O'Keefe Stevens Advisory Rochester, New York	$12.7M	+$68.2K	1	8%	Increased
432	KPCM Kings Point Capital Management Great Neck, New York	$12.7M	+$3.14M	1	1.25%	Increased
433	Sowell Financial Services North Little Rock, Arkansas	$12.7M	+$1.79M	2	0.44%	Increased
434	LW Linscomb Wealth Houston, Texas	$12.7M	+$154K	1	0.69%	Increased
435	BPM Blue Pool Management Causeway Bay, Hong Kong	$12.6M	$0	1	2.84%	Maintained
436	CM Capital Management Glen Allen, Virginia	$12.6M	+$4.31M	1	2.82%	Increased
437	CIS Connors Investor Services Wyomissing, Pennsylvania	$12.6M	+$1M	1	1.43%	Increased
438	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$12.6M	-$2.25M	1	1.12%	Reduced
439	ECG Edge Capital Group Atlanta, Georgia	$12.6M	-$559K	1	1.05%	Reduced
440	PAM Premier Asset Management Chicago, Illinois	$12.5M	+$2.37M	1	2.22%	Increased
441	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$12.4M	-$135K	1	1.42%	Reduced
442	SCA Stonebridge Capital Advisors St Paul, Minnesota	$12.4M	+$282K	1	1.64%	Increased
443	MNBTD Moody National Bank Trust Division Galveston, Texas	$12.3M	-$11.1K	1	0.29%	Reduced
444	TIM Thompson Investment Management Madison, Wisconsin	$12.2M	+$52.9K	1	1.84%	Increased
445	Atria Investments Charlotte, North Carolina	$12M	-$1.36M	1	0.27%	Reduced
446	QAM QCI Asset Management Pittsford, New York	$11.9M	+$707K	1	0.75%	Increased
447	GCA Greenwood Capital Associates Greenwood, South Carolina	$11.7M	+$1.06M	1	1.84%	Increased
448	AAM AO Asset Management New York	$11.7M	-$17.8M	1	0.88%	Reduced
449	Atlantic Union Bankshares Glen Allen, Virginia	$11.6M	+$643K	1	1.19%	Increased
450	ANI American National Insurance Galveston, Texas	$11.6M	-$10.1K	1	0.47%	Reduced