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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
451	Raymond James Financial Services Advisors St. Petersburg, Florida	$7.69M	+$7.22M	1	0.13%	Increased
452	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$7.63M	-$80.6K	1	2.96%	Reduced
453	Pinnacle Associates New York	$7.63M	-$978K	2	0.17%	Reduced
454	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.61M	+$818K	1	0.77%	Increased
455	PHAM Pacific Heights Asset Management San Francisco, California	$7.52M	-$1.49M	1	0.59%	Reduced
456	AC Amici Capital New York	$7.52M	-$228K	1	0.36%	Reduced
457	Commerce Bank Kansas City, Missouri	$7.5M	+$928K	1	0.13%	Increased
458	Creative Planning Overland Park, Kansas	$7.46M	+$202K	2	0.07%	Increased
459	GJIC Gamble Jones Investment Counsel Pasadena, California	$7.45M	+$60.4K	1	0.86%	Increased
460	BCM BTR Capital Management Oakland, California	$7.4M	-$91.8K	1	1.77%	Reduced
461	USS Investment Management London, United Kingdom	$7.37M	$0	1	0.13%	Maintained
462	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$7.35M	-$3.79M	1	1.07%	Reduced
463	PVH Psagot Value Holdings Tel Aviv, Israel	$7.33M	+$891	1	0.27%	Increased
464	EIA Edgemoor Investment Advisors Bethesda, Maryland	$7.26M	-$854K	1	1.1%	Reduced
465	FSA Franklin Street Advisors Chapel Hill, North Carolina	$7.24M	-$55K	1	1.44%	Reduced
466	BOK Financial Tulsa, Oklahoma	$7.16M	-$946K	2	0.27%	Reduced
467	RFA Reilly Financial Advisors La Mesa, California	$7.14M	-$133K	2	1.3%	Reduced
468	PAM Premier Asset Management Chicago, Illinois	$7.03M	+$10.9M	2	1.78%	Increased
469	SM Stratton Management King Of Prussia, Pennsylvania	$7.03M	+$1.27M	1	0.81%	Increased
470	Advisors Capital Management Ridgewood, New Jersey	$6.98M	+$2.15M	1	0.76%	Increased
471	FCM Firsthand Capital Management San Jose, California	$6.92M	-$5.94M	2	5.53%	Reduced
472	OPCM Osborne Partners Capital Management San Francisco, California	$6.92M	+$209K	1	1.02%	Increased
473	BIC Bridges Investment Counsel Omaha, Nebraska	$6.89M	+$754K	1	1.19%	Increased
474	Bridges Investment Management Omaha, Nebraska	$6.89M	$0	1	1.19%	Maintained
475	First Allied Advisory Services San Diego, California	$6.87M	-$329K	1	0.38%	Reduced