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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	OPCM Osborne Partners Capital Management San Francisco, California	$11.3M	-$209K	1	1.46%	Reduced
502	HSA Hussman Strategic Advisors Ellicott City, Maryland	$11.2M	$0	1	0.96%	Maintained
503	Profund Advisors Bethesda, Maryland	$11.1M	+$1.27M	1	0.52%	Increased
504	Sculptor Capital New York	$11.1M	-$1.44M	1	0.03%	Reduced
505	SAM Securian Asset Management St Paul, Minnesota	$11.1M	-$142K	1	0.38%	Reduced
506	GGI Godsey & Gibb Inc Richmond, Virginia	$11.1M	+$425K	1	2.09%	Increased
507	GIA Granite Investment Advisors Concord, New Hampshire	$10.9M	-$25.6K	1	2.53%	Reduced
508	SFM Stack Financial Management Whitefish, Montana	$10.9M	+$80.3K	1	1.38%	Increased
509	Synovus Financial Columbus, Georgia	$10.8M	+$2.97M	1	0.3%	Increased
510	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$10.7M	+$11M	1	1.5%	New
511	MRCM M&R Capital Management Summit, New Jersey	$10.7M	-$425K	1	2.53%	Reduced
512	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$10.6M	+$3.66M	1	2.02%	Increased
513	EP Wealth Advisors Torrance, California	$10.6M	+$655K	1	1.71%	Increased
514	AIA Affinity Investment Advisors Newport Beach, California	$10.6M	-$388K	1	1.07%	Reduced
515	Nippon Life Global Investors Americas New York	$10.6M	+$608K	1	1%	Increased
516	RFA Reilly Financial Advisors La Mesa, California	$10.5M	+$429K	2	2.54%	Increased
517	ZAM Zevin Asset Management Boston, Massachusetts	$10.5M	+$4.47M	1	3.07%	Increased
518	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$10.4M	+$34.4K	1	3.55%	Increased
519	Creative Planning Overland Park, Kansas	$10.4M	+$36.1K	2	0.12%	Increased
520	TBA Train Babcock Advisors New York	$10.4M	-$113K	1	3.56%	Reduced
521	GPCM Greenbrier Partners Capital Management Dallas, Texas	$10.3M	-$890K	1	2.66%	Reduced
522	VWM Valley Wealth Managers Paramus, New Jersey	$10.3M	+$174K	1	1.97%	Increased
523	Miller Howard Investments Kingston, New York	$10.1M	+$62.2K	1	0.16%	Increased
524	GJIC Gamble Jones Investment Counsel Pasadena, California	$10.1M	-$77.4K	1	1.12%	Reduced
525	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$10.1M	$0	1	2.25%	Maintained