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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	WAM Weatherly Asset Management Del Mar, California	$3.48M	+$1.05M	1	1.23%	Increased
602	Cetera Advisor Networks El Segundo, California	$3.48M	-$554K	1	0.22%	Reduced
603	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$3.47M	$0	1	0.83%	Maintained
604	GIM Goelzer Investment Management Carmel, Indiana	$3.47M	-$62K	1	0.51%	Reduced
605	PC PM Capital Sydney, Australia	$3.46M	+$3.69M	1	0.55%	New
606	BOH Bank of Hawaii Honolulu, Hawaii	$3.45M	+$111K	1	0.4%	Increased
607	GL GLG LLC New York	$3.42M	+$3.65M	1	0.2%	New
608	LCM Leonard Capital Management Vero Beach, Florida	$3.4M	+$3.63M	1	3.03%	New
609	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$3.4M	-$465K	1	0.7%	Reduced
610	SFS Strategic Financial Services Utica, New York	$3.37M	+$714K	1	0.88%	Increased
611	TCOV Trust Company of Vermont Brattleboro, Vermont	$3.35M	-$628K	1	0.48%	Reduced
612	CMG Cavalry Management Group San Francisco, California	$3.35M	+$3.57M	1	6.13%	New
613	Tudor Investment Corp Stamford, Connecticut	$3.33M	+$1.01M	2	0.09%	Increased
614	ACC Accident Compensation Corp Wellington, New Zealand	$3.31M	+$3.53M	1	1.03%	New
615	I.G. Investment Management Winnipeg, Manitoba, Canada	$3.3M	-$320K	1	0.01%	Reduced
616	RBA Richard Bernstein Advisors New York	$3.28M	$0	1	0.42%	Maintained
617	TCM Twin Capital Management Mcmurray, Pennsylvania	$3.28M	-$3.04M	1	0.27%	Reduced
618	CCC Chelsea Counsel Company Los Angeles, California	$3.27M	-$124K	1	0.99%	Reduced
619	PPCM Pillar Pacific Capital Management Pacifica, California	$3.27M	-$572K	1	0.59%	Reduced
620	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.25M	+$11.2K	1	0.24%	Increased
621	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$3.24M	+$52.3K	1	1.68%	Increased
622	NB NBT Bank Norwich, New York	$3.23M	-$170K	1	0.58%	Reduced
623	Cullen/Frost Bankers San Antonio, Texas	$3.23M	-$321K	1	0.12%	Reduced
624	Waddell & Reed Financial Overland Park, Kansas	$3.23M	+$569K	1	0.01%	Increased
625	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$3.22M	-$106K	1	0.77%	Reduced