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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	III Independent Investors Inc Nesconset, New York	$3.4M	$0	1	1.12%	Maintained
602	MCM Marathon Capital Management Hunt Valley, Maryland	$3.38M	-$713K	1	1.15%	Reduced
603	IMOV Investment Management of Virginia Richmond, Virginia	$3.38M	+$860K	1	0.77%	Increased
604	Eagle Asset Management St Petersburg, Florida	$3.37M	-$50.6K	1	0.02%	Reduced
605	Banque Pictet & Cie Geneva 73, Switzerland	$3.36M	+$145K	1	0.06%	Increased
606	UF Univest Financial Souderton, Pennsylvania	$3.36M	+$4.31M	1	1.42%	New
607	Evergreen Capital Management Bellevue, Washington	$3.35M	+$427K	1	0.28%	Increased
608	HP Holowesko Partners Nassau, Bahamas	$3.33M	-$145M	1	0.21%	Reduced
609	Chartwell Investment Partners Berywn, Pennsylvania	$3.32M	+$3.15M	1	0.11%	New
610	PCTC Perkins Coie Trust Company Seattle, Washington	$3.31M	+$129K	1	1.35%	Increased
611	SST S Squared Technology New York	$3.3M	+$554K	1	2.71%	Increased
612	TCOV Trust Company of Vermont Brattleboro, Vermont	$3.29M	-$20.2K	1	0.25%	Reduced
613	EMG ETF Managers Group Summit, New Jersey	$3.27M	+$1.26M	2	0.11%	Increased
614	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$3.25M	-$176K	1	0.22%	Reduced
615	AP Advisor Partners Walnut Creek, California	$3.25M	+$597K	1	0.34%	Increased
616	CEP Chicago Equity Partners Chicago, Illinois	$3.25M	+$2.59M	1	0.19%	Increased
617	DCM Delta Capital Management Red Bank, New Jersey	$3.25M	$0	1	2%	Maintained
618	AMM American Money Management Rancho Santa Fe, California	$3.23M	-$27.2K	1	1.51%	Reduced
619	UFF USA Financial Formulas Ada, Michigan	$3.22M	-$372K	1	1.34%	Reduced
620	Engineers Gate Manager New York	$3.21M	-$5.09M	1	0.14%	Reduced
621	CAM Cypress Asset Management Houston, Texas	$3.18M	-$247K	1	1.08%	Reduced
622	AWCI Alpine Woods Capital Investors Purchase, New York	$3.18M	+$2.38M	1	0.6%	Increased
623	Cornerstone Investment Partners Atlanta, Georgia	$3.17M	$0	1	0.15%	Maintained
624	TCCM Timber Creek Capital Management Boston, Massachusetts	$3.15M	-$777K	1	1.89%	Reduced
625	First Pacific Advisors El Segundo, California	$3.13M	-$1.54M	1	0.03%	Reduced