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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	VFA Virtus Fund Advisers Hartford, Connecticut	$3.15M	-$360K	1	0.03%	Reduced
602	Smith Salley Wealth Management Greensboro, North Carolina	$3.15M	-$4.81K	1	0.6%	Reduced
603	LW Linscomb Wealth Houston, Texas	$3.11M	+$162K	1	0.27%	Increased
604	DG Davidson & Garrard Lynchburg, Virginia	$3.09M	-$61.6K	1	0.73%	Reduced
605	EA Edge Advisors Atlanta, Georgia	$3.06M	+$301K	2	0.33%	Increased
606	NCM Novare Capital Management Charlotte, North Carolina	$3.05M	+$2.86M	1	0.54%	Increased
607	WAM Weatherly Asset Management Del Mar, California	$3.03M	-$242K	1	0.8%	Reduced
608	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$3.02M	$0	1	0.34%	Maintained
609	Palisade Capital Management Fort Lee, New Jersey	$3.01M	-$7.35K	1	0.11%	Reduced
610	MWM Marietta Wealth Management Marietta, Georgia	$3M	+$220K	1	1.68%	Increased
611	RCM Riverhead Capital Management Wilmington, Delaware	$3M	-$1.38M	1	0.14%	Reduced
612	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$2.98M	$0	1	0.36%	Maintained
613	UMB Bank Kansas City, Missouri	$2.98M	-$193K	1	0.1%	Reduced
614	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$2.96M	+$922K	2	4.62%	Increased
615	CI Cigna Investments Bloomfield, Connecticut	$2.94M	-$14K	1	0.2%	Reduced
616	ACM Adalta Capital Management New York	$2.94M	-$111K	1	2.4%	Reduced
617	TCOV Trust Company of Vermont Brattleboro, Vermont	$2.93M	-$835K	1	0.29%	Reduced
618	EI EDMP Inc Lutz, Florida	$2.89M	+$9.89K	1	2.6%	Increased
619	NCM Narwhal Capital Management Marietta, Georgia	$2.88M	+$327K	1	0.71%	Increased
620	HCA Horan Capital Advisors Cincinnati, Ohio	$2.88M	+$5.24K	1	1.77%	Increased
621	FBC Fairfield, Bush & Co Darien, Connecticut	$2.88M	-$146K	1	0.9%	Reduced
622	CSM CAMG Solamere Management Charlotte, North Carolina	$2.87M	-$27.8K	1	1.43%	Reduced
623	Sumitomo Life Insurance Tokyo, Japan	$2.86M	-$53.1K	1	0.36%	Reduced
624	RBA Richard Bernstein Advisors New York	$2.83M	$0	1	0.2%	Maintained
625	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$2.83M	-$589K	1	0.51%	Reduced