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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	EWM Edge Wealth Management New York	$6.55M	+$2.99M	1	2.73%	Increased
452	SW SVB Wealth Boston, Massachusetts	$6.5M	-$493K	1	0.27%	Reduced
453	RIA RPG Investment Advisory Pleasanton, California	$6.43M	+$1.25M	1	1.72%	Increased
454	State of Alaska Department of Revenue Juneau, Alaska	$6.38M	+$71.7K	1	0.66%	Increased
455	MUFG Americas New York	$6.36M	-$690K	1	0.22%	Reduced
456	TCW Group Los Angeles, California	$6.34M	-$87.6K	1	0.05%	Reduced
457	SIM Sentry Investment Management Stevens Point, Wisconsin	$6.32M	-$1.48K	1	0.28%	Reduced
458	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.3M	+$352K	1	0.12%	Increased
459	CC Cornerstone Capital Palo Alto, California	$6.3M	-$128K	1	1.37%	Reduced
460	QS Investors New York	$6.28M	-$127K	1	0.05%	Reduced
461	PCM Palouse Capital Management Spokane, Washington	$6.25M	-$143K	1	2.54%	Reduced
462	Luther King Capital Management (LKCM) Fort Worth, Texas	$6.23M	-$242K	1	0.06%	Reduced
463	SIC SFE Investment Counsel Los Angeles, California	$6.23M	+$760K	1	2.9%	Increased
464	CIBC World Market Toronto, Ontario, Canada	$6.22M	-$317K	1	0.03%	Reduced
465	SSB Sandy Spring Bank Olney, Maryland	$6.2M	-$943K	1	0.71%	Reduced
466	Associated Banc-Corp Green Bay, Wisconsin	$6.16M	-$66.4K	1	0.4%	Reduced
467	M MOTCO San Antonio, Texas	$6.13M	+$379K	1	0.68%	Increased
468	Stratos Wealth Partners Beachwood, Ohio	$6.1M	-$661K	1	0.45%	Reduced
469	ST Sentinel Trust Houston, Texas	$6.03M	+$388K	1	0.86%	Increased
470	North Star Asset Management Neenah, Wisconsin	$6M	-$146K	1	0.7%	Reduced
471	LIC Lodestar Investment Counsel Chicago, Illinois	$5.94M	-$327K	1	0.85%	Reduced
472	Klingenstein Fields & Co New York	$5.93M	+$414K	1	0.28%	Increased
473	NAM North American Management Boston, Massachusetts	$5.92M	-$12.6M	1	0.99%	Reduced
474	NN Investment Partners Holdings The Hague, Netherlands	$5.91M	+$2.41M	1	0.06%	Increased
475	HCM Horan Capital Management Hunt Valley, Maryland	$5.88M	+$228K	1	1.63%	Increased