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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
601	Sentinel Trust Houston, Texas	$7.22M	+$489K	1	2.04%	Increased
602	AIM Arcadia Investment Management Kalamazoo, Michigan	$7.2M	+$311K	1	2.03%	Increased
603	Berkshire Asset Management Wilkes Barre, Pennsylvania	$7.15M	+$6.08M	1	1.23%	Increased
604	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.09M	+$203K	1	1.15%	Increased
605	Goelzer Investment Management Carmel, Indiana	$7.06M	+$134K	1	1.07%	Increased
606	BSPF British Steel Pension Fund London, United Kingdom	$7.05M	$0	1	0.68%	Maintained
607	GHA Garcia Hamilton & Associates Houston, Texas	$7.02M	-$2.9M	1	2.73%	Reduced
608	CIC Cornercap Investment Counsel Atlanta, Georgia	$6.99M	+$802K	1	1.2%	Increased
609	Carnegie Investment Counsel Pepper Pike, Ohio	$6.98M	+$271K	1	1.31%	Increased
610	FCI Financial Counselors Inc Overland Park, Kansas	$6.97M	+$617K	1	0.44%	Increased
611	SFE Investment Counsel Los Angeles, California	$6.96M	+$393K	1	2.87%	Increased
612	Lombard Odier Asset Management (Europe) London, United Kingdom	$6.95M	+$6.81M	1	1.52%	New
613	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$6.95M	-$11.8M	1	0.75%	Reduced
614	WCM Wisconsin Capital Management Madison, Wisconsin	$6.92M	+$434K	1	2.46%	Increased
615	Noesis Capital Mangement Boca Raton, Florida	$6.9M	+$1.9M	1	2.89%	Increased
616	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$6.87M	-$8.57M	1	1.75%	Reduced
617	Chesley Taft & Associates Chicago, Illinois	$6.85M	-$954K	1	0.69%	Reduced
618	Kovitz Investment Group Chicago, Illinois	$6.82M	-$13.5K	1	0.34%	Reduced
619	Connors Investor Services Wyomissing, Pennsylvania	$6.78M	+$426K	1	1.54%	Increased
620	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$6.76M	-$1.73M	1	0.31%	Reduced
621	Hendershot Investments Centreville, Virginia	$6.71M	+$22.7K	1	3.52%	Increased
622	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6.71M	-$1.49M	1	0.1%	Reduced
623	KIA King Investment Advisors Houston, Texas	$6.68M	+$6.57M	1	2.98%	New
624	BBI Baxter Bros Inc Riverside, Connecticut	$6.62M	+$621K	1	2.39%	Increased
625	Cetera Advisor Networks El Segundo, California	$6.56M	-$302K	2	0.46%	Reduced