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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
576	MC Middleton & Co Boston, Massachusetts	$3.77M	+$342K	1	0.8%	Increased
577	VFA Virtus Fund Advisers Hartford, Connecticut	$3.74M	+$84.9K	1	0.04%	Increased
578	NB NBT Bank Norwich, New York	$3.74M	-$77.2K	1	0.61%	Reduced
579	KCM Kanawha Capital Management Richmond, Virginia	$3.71M	+$28.5K	1	0.58%	Increased
580	ICM Ionic Capital Management New York	$3.7M	+$116K	1	0.2%	Increased
581	VFM Viking Fund Management Minot, North Dakota	$3.7M	+$223K	1	0.57%	Increased
582	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$3.66M	+$3.71M	1	3.2%	New
583	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$3.66M	-$9.88M	1	0.02%	Reduced
584	Weiss Multi-Strategy Advisers New York	$3.64M	+$4.15M	1	0.15%	New
585	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$3.63M	-$691K	1	1.35%	Reduced
586	APSI Asset Planning Services Inc Covington, Louisiana	$3.63M	+$917K	1	3.05%	Increased
587	HI Hendershot Investments Centreville, Virginia	$3.63M	-$79.9K	1	1.63%	Reduced
588	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$3.63M	-$288K	1	0.66%	Reduced
589	GLRA Gerald L. Ray & Associates Dallas, Texas	$3.62M	+$619K	1	0.47%	Increased
590	Tiedemann Advisors New York	$3.6M	-$979K	1	0.26%	Reduced
591	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$3.6M	+$2.12M	1	0.6%	Increased
592	Andra AP-fonden Goteborg, Sweden	$3.6M	-$1.85M	1	0.09%	Reduced
593	SAM Selway Asset Management	$3.59M	-$263K	1	2.05%	Reduced
594	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$3.58M	+$187K	1	1.18%	Increased
595	UBV United Bank (Virginia) Vienna, Virginia	$3.58M	+$443K	1	3.48%	Increased
596	UF Univest Financial Souderton, Pennsylvania	$3.57M	+$76.5K	1	1.5%	Increased
597	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.57M	$0	1	0.33%	Maintained
598	RMSCM R.M. Sincerbeaux Capital Management New York	$3.55M	$0	1	3.2%	Maintained
599	Ameritas Investment Partners Lincoln, Nebraska	$3.52M	-$1.56M	3	0.17%	Reduced
600	CAM Carret Asset Management New York	$3.5M	+$335K	1	0.59%	Increased