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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	SAM Sompo Asset Management Tokyo, Japan	$3.77M	-$186K	1	0.57%	Reduced
552	MCIM Meadow Creek Investment Management Atlanta, Georgia	$3.73M	-$1.71M	1	0.09%	Reduced
553	Heritage Investors Management Corp Bethesda, Maryland	$3.71M	-$29.3K	1	0.24%	Reduced
554	BBI Baxter Bros Inc Riverside, Connecticut	$3.71M	-$53.4K	1	1.06%	Reduced
555	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$3.67M	+$2.27M	1	1.23%	Increased
556	SFS Strategic Financial Services Utica, New York	$3.64M	+$15.9K	1	0.6%	Increased
557	HT Heritage Trust Oklahoma City, Oklahoma	$3.63M	+$1K	1	1.34%	Increased
558	APSI Asset Planning Services Inc Covington, Louisiana	$3.58M	+$180K	1	2.9%	Increased
559	RVM Robinson Value Management San Antonio, Texas	$3.57M	+$1.62M	1	3.28%	Increased
560	SCM Sterneck Capital Management Kansas City, Missouri	$3.51M	+$726K	1	2.01%	Increased
561	LRPA L. Roy Papp & Associates Phoenix, Arizona	$3.48M	-$439K	1	0.75%	Reduced
562	Congress Asset Management Boston, Massachusetts	$3.48M	-$426K	1	0.05%	Reduced
563	VFM Viking Fund Management Minot, North Dakota	$3.47M	$0	1	0.55%	Maintained
564	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$3.46M	+$22.2K	1	3.09%	Increased
565	KCM Kanawha Capital Management Richmond, Virginia	$3.46M	-$18.8K	1	0.53%	Reduced
566	Commerce Bank Kansas City, Missouri	$3.46M	+$639K	1	0.05%	Increased
567	PCMI Princeton Capital Management Inc Princeton, New Jersey	$3.45M	+$612K	1	1.75%	Increased
568	LD Lipe & Dalton Syracuse, New York	$3.4M	+$356K	1	2.39%	Increased
569	SW SVB Wealth Boston, Massachusetts	$3.38M	-$618K	1	0.13%	Reduced
570	NB NBT Bank Norwich, New York	$3.38M	-$133K	1	0.54%	Reduced
571	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$3.38M	-$58.2K	1	0.02%	Reduced
572	WC Whitney & Co Rochester, New York	$3.37M	+$2.65K	1	1.13%	Increased
573	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$3.36M	+$1.09M	1	0.04%	Increased
574	Ameritas Investment Partners Lincoln, Nebraska	$3.35M	-$3.33K	3	0.16%	Reduced
575	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.35M	$0	1	0.3%	Maintained