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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
526	GCM Garland Capital Management Bellevue, Washington	$4.6M	+$4.66M	1	2.82%	New
527	AC AFAM Capital Austin, Texas	$4.53M	+$126K	1	0.58%	Increased
528	PTC Petrus Trust Company Dallas, Texas	$4.52M	-$82K	1	1.05%	Reduced
529	Federated Hermes Pittsburgh, Pennsylvania	$4.51M	-$22.5M	1	0.01%	Reduced
530	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$4.48M	+$151K	1	1.99%	Increased
531	Kovitz Investment Group Partners Chicago, Illinois	$4.48M	-$25.8K	1	0.24%	Reduced
532	WFG Windsor Financial Group Minneapolis, Minnesota	$4.47M	+$119K	1	2.09%	Increased
533	FIM Freedom Investment Management Hartford, Connecticut	$4.46M	-$250K	1	0.25%	Reduced
534	KFP Keystone Financial Planning Cleveland, Ohio	$4.45M	+$219K	1	2.69%	Increased
535	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$4.43M	+$297K	1	0.36%	Increased
536	ACC Accident Compensation Corp Wellington, New Zealand	$4.43M	+$296K	1	1.19%	Increased
537	SCA Snowden Capital Advisors New York	$4.42M	+$769K	1	0.83%	Increased
538	BOK Financial Tulsa, Oklahoma	$4.4M	-$2.42M	1	0.14%	Reduced
539	Geneos Wealth Management Englewood, Colorado	$4.39M	+$442K	2	0.45%	Increased
540	BAS Brown Advisory Securities Baltimore, Maryland	$4.37M	+$342K	1	1%	Increased
541	Bridges Investment Management Omaha, Nebraska	$4.36M	-$82.8K	1	0.58%	Reduced
542	AMI Amica Mutual Insurance Providence, Rhode Island	$4.36M	$0	1	0.4%	Maintained
543	MRCM M&R Capital Management Summit, New Jersey	$4.35M	+$207K	1	1.08%	Increased
544	TCM Telos Capital Management San Diego, California	$4.34M	+$399K	1	1.73%	Increased
545	AMM American Money Management Rancho Santa Fe, California	$4.33M	-$72.7K	1	3.08%	Reduced
546	Virginia Retirement Systems Richmond, Virginia	$4.3M	$0	1	0.05%	Maintained
547	SW SVB Wealth Boston, Massachusetts	$4.25M	+$179K	1	0.17%	Increased
548	SAM Sompo Asset Management Tokyo, Japan	$4.21M	-$1.26M	1	0.63%	Reduced
549	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$4.19M	+$884K	1	1.76%	Increased
550	FCM Flinton Capital Management Philadelphia, Pennsylvania	$4.19M	+$226K	1	0.15%	Increased