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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	Group One Trading Chicago, Illinois	$11.5M	-$4.14M	3	0.04%	Reduced
452	Stephens Inc Little Rock, Arkansas	$11.5M	-$5.98M	2	0.21%	Reduced
453	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$11.4M	-$724K	1	0.38%	Reduced
454	SIC SFE Investment Counsel Los Angeles, California	$11.4M	+$317K	1	3.21%	Increased
455	Atria Wealth Solutions New York	$11.4M	+$60.8K	1	0.15%	Increased
456	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$11.3M	+$1.24M	1	1.26%	Increased
457	CWA Asset Management Group Naples, Florida	$11.3M	+$3.38M	1	0.78%	Increased
458	U.S. Capital Wealth Advisors Austin, Texas	$11.2M	+$3.23M	1	0.53%	Increased
459	VFM Viking Fund Management Minot, North Dakota	$11.2M	+$690K	1	2.12%	Increased
460	Oppenheimer Asset Management New York	$11.2M	+$744K	1	0.16%	Increased
461	HRT Financial New York	$11.2M	+$7.34M	1	0.1%	Increased
462	First National Bank of Omaha Omaha, Nebraska	$11.1M	+$388K	2	0.64%	Increased
463	FCM Fairbanks Capital Management Rancho Santa Fe, California	$11.1M	+$336K	1	8.67%	Increased
464	SAM Securian Asset Management St Paul, Minnesota	$11.1M	-$132K	1	0.29%	Reduced
465	ACM AIGH Capital Management Baltimore, Maryland	$11.1M	+$8.68M	1	4.51%	New
466	AHC Adell Harriman & Carpenter Houston, Texas	$11M	-$455K	1	1.12%	Reduced
467	Gotham Asset Management New York	$11M	+$5.56M	1	0.24%	Increased
468	Private Advisor Group Morristown, New Jersey	$11M	+$178K	1	0.1%	Increased
469	MC Middleton & Co Boston, Massachusetts	$11M	+$166K	1	1.46%	Increased
470	Elo Mutual Pension Insurance Espoo, Finland	$10.9M	+$258K	1	0.32%	Increased
471	CCM Cinctive Capital Management New York	$10.8M	+$4.7M	1	0.36%	Increased
472	HT Heritage Trust Oklahoma City, Oklahoma	$10.8M	+$45.9K	1	1.58%	Increased
473	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$10.8M	-$2.05M	2	0.11%	Reduced
474	Kentucky Retirement Systems Frankfort, Kentucky	$10.7M	+$162K	1	0.36%	Increased
475	OGF Orin Green Financial San Diego, California	$10.6M	+$1.2M	1	5.56%	Increased