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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	HW HORAN Wealth Cincinnati, Ohio	$9.95M	+$5.56M	1	0.95%	Increased
502	Sapient Capital Indianapolis, Indiana	$9.88M	-$857K	1	0.15%	Reduced
503	VWA Visionary Wealth Advisors O'fallon, Illinois	$9.82M	+$1.76M	1	0.43%	Increased
504	VV Verity & Verity Beaufort, South Carolina	$9.81M	+$1.02M	1	0.73%	Increased
505	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$9.77M	+$304K	1	0.78%	Increased
506	MC Miramar Capital Northbrook, Illinois	$9.77M	-$177K	1	2.17%	Reduced
507	MIRAE ASSET SECURITIES (USA) INC. New York	$9.68M	+$3.66M	1	0.36%	Increased
508	Ameritas Investment Partners Lincoln, Nebraska	$9.67M	+$205K	3	0.3%	Increased
509	MAM Monaco Asset Management Monaco	$9.66M	+$10.9M	1	1.78%	New
510	VFM Viking Fund Management Minot, North Dakota	$9.66M	$0	1	0.99%	Maintained
511	LW Linscomb Wealth Houston, Texas	$9.52M	-$2.11M	1	0.42%	Reduced
512	Sumitomo Mitsui Financial Group Tokyo, Japan	$9.4M	+$1.26M	1	0.19%	Increased
513	ATC Argent Trust Co Nashville, Tennessee	$9.17M	-$1.68M	1	0.31%	Reduced
514	South Dakota Investment Council Sioux Falls, South Dakota	$9.08M	-$27.1K	1	0.17%	Reduced
515	LIA LS Investment Advisors Bloomfield Hills, Michigan	$9.06M	-$754K	1	1.36%	Reduced
516	MCM Mengis Capital Management Portland, Oregon	$9.05M	-$117K	1	1.56%	Reduced
517	Wedbush Securities Los Angeles, California	$9M	-$69.5K	1	0.26%	Reduced
518	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$8.97M	+$138K	1	1.16%	Increased
519	RP Rowlandmiller & Partners Atlanta, Georgia	$8.82M	+$51.1K	1	1.79%	Increased
520	Advisors Asset Management Monument, Colorado	$8.77M	+$2.59M	2	0.15%	Increased
521	Citizens Financial Group Providence, Rhode Island	$8.67M	-$187K	1	0.12%	Reduced
522	TCM Tufton Capital Management Hunt Valley, Maryland	$8.67M	-$148K	1	1.58%	Reduced
523	EFG International Zurich,	$8.65M	-$5.83M	1	0.19%	Reduced
524	CC Colrain Capital Boston, Massachusetts	$8.65M	+$5.2M	1	3.34%	Increased
525	BCM Bourgeon Capital Management Darien, Connecticut	$8.63M	+$323K	1	1.49%	Increased