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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	CWG Cornerstone Wealth Group Huntersville, North Carolina	$2.77M	+$988K	1	0.7%	Increased
602	EI EAM Investors Solana Beach, California	$2.76M	+$1.68M	2	0.73%	Increased
603	Cornerstone Investment Partners Atlanta, Georgia	$2.74M	$0	1	0.12%	Maintained
604	PCTC Perkins Coie Trust Company Seattle, Washington	$2.74M	-$13.9K	1	1.21%	Reduced
605	Panagora Asset Management Boston, Massachusetts	$2.74M	+$277K	2	0.01%	Increased
606	AMI Amica Mutual Insurance Providence, Rhode Island	$2.73M	$0	1	0.35%	Maintained
607	VF Virtu Financial New York	$2.72M	+$2.69M	1	0.21%	New
608	Picton Mahoney Asset Management Toronto, Ontario, Canada	$2.72M	-$6.6M	1	0.19%	Reduced
609	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$2.71M	+$365K	1	0.48%	Increased
610	CT Coastline Trust Providence, Rhode Island	$2.71M	+$66.2K	1	0.4%	Increased
611	Everett Harris & Co Los Angeles, California	$2.71M	-$157K	1	0.07%	Reduced
612	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.69M	$0	1	0.32%	Maintained
613	AF Ally Financial Detroit, Michigan	$2.67M	+$2.63M	1	0.47%	New
614	KFP Keystone Financial Planning Cleveland, Ohio	$2.66M	-$26.2K	1	1.27%	Reduced
615	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.66M	+$5.64K	1	0.89%	Increased
616	Banco Santander Madrid, Spain	$2.65M	+$286K	1	0.03%	Increased
617	Fiduciary Trust Boston, Massachusetts	$2.65M	-$146K	1	0.07%	Reduced
618	BB Bell Bank Fargo, North Dakota	$2.64M	-$140K	1	0.5%	Reduced
619	Westwood Holdings Group Dallas, Texas	$2.63M	-$93.6K	1	0.03%	Reduced
620	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$2.61M	-$187K	1	0.26%	Reduced
621	VI Versor Investments New York	$2.59M	-$820K	1	0.18%	Reduced
622	Capital International Sarl Los Angeles, California	$2.58M	$0	1	0.45%	Maintained
623	SB Simmons Bank Pine Bluff, Arkansas	$2.58M	-$164K	1	0.25%	Reduced
624	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$2.56M	-$36.7K	1	0.28%	Reduced
625	DI Diligent Investors Redlands, California	$2.52M	-$2.18K	1	1.23%	Reduced