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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
476	TCM Twin Capital Management Mcmurray, Pennsylvania	$6.39M	-$461K	1	0.4%	Reduced
477	BCM Blume Capital Management Berkeley, California	$6.38M	+$206K	1	3.7%	Increased
478	TC Trust Company Manhattan, Kansas	$6.38M	+$1.08M	1	2.9%	Increased
479	Gradient Investments Arden Hills, Minnesota	$6.34M	+$1.9M	1	0.49%	Increased
480	GIP Greatmark Investment Partners Columbus, Georgia	$6.3M	+$352K	1	2.6%	Increased
481	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.28M	+$1.44M	1	0.11%	Increased
482	PP PDT Partners New York	$6.27M	$0	1	0.33%	Maintained
483	Amalgamated Bank New York	$6.25M	-$303K	2	0.31%	Reduced
484	IHL Investment House LLC Redondo Beach, California	$6.2M	-$106K	1	0.87%	Reduced
485	PHAM Pacific Heights Asset Management San Francisco, California	$6.19M	$0	1	0.59%	Maintained
486	CAM Cortina Asset Management Milwaukee, Wisconsin	$6.13M	-$1.1M	1	0.25%	Reduced
487	Victory Capital Management San Antonio, Texas	$6.08M	+$981K	2	0.01%	Increased
488	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$6.07M	+$366K	1	0.87%	Increased
489	SRFM Shannon River Fund Management New York	$6.06M	+$5.98M	1	2.09%	New
490	LIC Lodestar Investment Counsel Chicago, Illinois	$6.05M	+$11.1K	1	0.79%	Increased
491	CIC Cutler Investment Counsel Jacksonville, Oregon	$6.04M	+$712K	1	1.4%	Increased
492	Stephens Inc Little Rock, Arkansas	$5.98M	+$1.88M	1	0.22%	Increased
493	TCM Tradition Capital Management Summit, New Jersey	$5.95M	+$1.53M	1	1.94%	Increased
494	NCM Noesis Capital Mangement Boca Raton, Florida	$5.92M	+$327K	1	2.26%	Increased
495	IC InterOcean Capital Chicago, Illinois	$5.91M	+$2.88M	1	1.09%	Increased
496	TCM Tufton Capital Management Hunt Valley, Maryland	$5.9M	-$26.4K	1	1.16%	Reduced
497	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$5.86M	+$1.22M	1	1.03%	Increased
498	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.85M	-$1.45M	1	1.29%	Reduced
499	Fayez Sarofim & Co Houston, Texas	$5.84M	-$1.58M	1	0.03%	Reduced
500	TCTC Holdings Dallas, Texas	$5.81M	+$487K	1	0.36%	Increased