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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
551	ST Sentinel Trust Houston, Texas	$4.86M	+$1.47M	1	0.77%	Increased
552	LRPA L. Roy Papp & Associates Phoenix, Arizona	$4.86M	-$571K	1	1.11%	Reduced
553	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$4.81M	-$495K	1	2.09%	Reduced
554	PTC Petrus Trust Company Dallas, Texas	$4.78M	+$992K	1	1.08%	Increased
555	FineMark National Bank & Trust Fort Myers, Florida	$4.77M	+$998K	1	0.35%	Increased
556	Nikko Asset Management Americas New York	$4.76M	+$1.34M	2	0.35%	Increased
557	Tiedemann Advisors New York	$4.75M	+$1.75M	1	0.4%	Increased
558	Atlantic Union Bankshares Glen Allen, Virginia	$4.73M	+$1.82M	1	1.69%	Increased
559	Kovitz Investment Group Partners Chicago, Illinois	$4.68M	-$142K	1	0.26%	Reduced
560	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$4.65M	-$1.64M	1	0.18%	Reduced
561	Bridges Investment Management Omaha, Nebraska	$4.61M	-$471K	1	0.64%	Reduced
562	AC AFAM Capital Austin, Texas	$4.58M	+$2.29M	1	0.63%	Increased
563	AMM American Money Management Rancho Santa Fe, California	$4.57M	+$43.7K	1	3.38%	Increased
564	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$4.56M	+$1.11M	1	0.31%	Increased
565	RCM Riverhead Capital Management Wilmington, Delaware	$4.55M	+$894K	1	0.25%	Increased
566	AMI Amica Mutual Insurance Providence, Rhode Island	$4.52M	$0	1	0.41%	Maintained
567	MRCM M&R Capital Management Summit, New Jersey	$4.52M	+$1.66M	1	1.13%	Increased
568	WFG Windsor Financial Group Minneapolis, Minnesota	$4.52M	+$54.5K	1	2.07%	Increased
569	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$4.5M	+$1.3M	1	2.02%	Increased
570	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$4.48M	+$1.38M	1	1.78%	Increased
571	MAM Meeder Asset Management Dublin, Ohio	$4.47M	-$1.42M	1	0.4%	Reduced
572	Virginia Retirement Systems Richmond, Virginia	$4.46M	-$1.82M	1	0.06%	Reduced
573	KFP Keystone Financial Planning Cleveland, Ohio	$4.39M	+$329K	1	2.73%	Increased
574	Handelsbanken Fonder Stockholm, Sweden	$4.38M	-$4.69M	1	0.12%	Reduced
575	Covington Capital Management Los Angeles, California	$4.36M	-$836K	1	0.37%	Reduced