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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
501	ZA Zweig Advisers Hartford, Connecticut	$12.5M	$0	1	1.77%	Maintained
502	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$12.4M	+$392K	1	2.58%	Increased
503	Obermeyer Wealth Partners Aspen, Colorado	$12.3M	+$11.7M	1	3.07%	New
504	Parallax Volatility Advisers San Francisco, California	$12.3M	+$7.62M	1	0.07%	Increased
505	KB Kimelman & Baird New York	$12.1M	+$381K	1	2.26%	Increased
506	CM Capital Management Glen Allen, Virginia	$12M	+$31.9K	1	4.1%	Increased
507	OPCM Osborne Partners Capital Management San Francisco, California	$12M	+$81.8K	1	1.57%	Increased
508	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$12M	+$536K	1	0.5%	Increased
509	Adams Diversified Equity Fund Baltimore, Maryland	$11.9M	$0	1	0.84%	Maintained
510	MCM Maryland Capital Management Towson, Maryland	$11.9M	-$1.97M	1	2.19%	Reduced
511	SAM Securian Asset Management St Paul, Minnesota	$11.9M	+$31.6K	1	0.43%	Increased
512	GPCM Greenbrier Partners Capital Management Dallas, Texas	$11.8M	$0	1	3.12%	Maintained
513	MRCM M&R Capital Management Summit, New Jersey	$11.8M	+$729K	1	2.84%	Increased
514	PP Patten & Patten Chattanooga, Tennessee	$11.7M	+$164K	1	1.58%	Increased
515	AIA Affinity Investment Advisors Newport Beach, California	$11.5M	-$236K	1	1.36%	Reduced
516	ARC Absolute Return Capital Boston, Massachusetts	$11.4M	-$15.5M	2	0.16%	Reduced
517	GGI Godsey & Gibb Inc Richmond, Virginia	$11.4M	-$545K	1	2.3%	Reduced
518	SFM Stack Financial Management Whitefish, Montana	$11.3M	+$10.8M	1	1.45%	New
519	Profund Advisors Bethesda, Maryland	$11.2M	+$189K	1	0.51%	Increased
520	TBA Train Babcock Advisors New York	$11.2M	-$39.5K	1	3.59%	Reduced
521	Kentucky Retirement Systems Frankfort, Kentucky	$11.1M	+$52.3K	1	0.8%	Increased
522	QIM Quest Investment Management Lake Oswego, Oregon	$11M	-$5.64M	1	1.04%	Reduced
523	CCM Cadence Capital Management Boston, Massachusetts	$11M	-$4.12M	2	0.46%	Reduced
524	Stock Yards Bank & Trust Louisville, Kentucky	$11M	+$557K	1	1.59%	Increased
525	M&T Bank Buffalo, New York	$11M	-$1.5M	1	0.45%	Reduced