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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	Alpha Cubed Investments Irvine, California	$6.49M	+$2.48M	1	0.5%	Increased
602	Independent Advisor Alliance Charlotte, North Carolina	$6.46M	-$5.96M	1	0.38%	Reduced
603	Onex Canada Asset Management Toronto, Ontario, Canada	$6.42M	+$6.98M	1	0.29%	New
604	Driehaus Capital Management Chicago, Illinois	$6.4M	-$2.42M	2	0.09%	Reduced
605	PCM Princeton Capital Management Red Bank, New Jersey	$6.39M	-$187K	1	2.16%	Reduced
606	Van Hulzen Asset Management El Dorado Hills, California	$6.35M	+$4.77M	1	1.01%	Increased
607	Dorsey & Whitney Trust Sioux Falls, South Dakota	$6.32M	+$235K	1	0.63%	Increased
608	OGF Orin Green Financial San Diego, California	$6.29M	-$141K	1	5.12%	Reduced
609	OAM Oak Asset Management Westlake Village, California	$6.26M	+$555K	1	3.37%	Increased
610	IMA Investment Management Associates Greenwood Village, Colorado	$6.25M	+$2.73M	1	3.65%	Increased
611	Level Four Advisory Services Dallas, Texas	$6.16M	+$514K	1	0.48%	Increased
612	SAM Selway Asset Management	$6.13M	+$1.24M	1	3.57%	Increased
613	TCOT Trust Company of Toledo Holland, Ohio	$6.12M	-$167K	1	1.1%	Reduced
614	Knights of Columbus Asset Advisors New Haven, Connecticut	$6.11M	-$1.49M	1	0.6%	Reduced
615	CBT Central Bank & Trust Lexington, Kentucky	$6.11M	-$138K	1	1.04%	Reduced
616	BCM Bayesian Capital Management Brooklyn, New York	$6.09M	+$3.59M	2	1.4%	Increased
617	KSCM Key Square Capital Management Stamford, Connecticut	$6.07M	+$6.58M	1	1.03%	New
618	First American Trust Santa Ana, California	$6.06M	-$1.81M	1	0.96%	Reduced
619	E. Ohman J:or Asset Management Stockholm, Sweden	$6.01M	-$505K	1	0.22%	Reduced
620	North Growth Management Vancouver, British Columbia, Canada	$6M	+$6.49M	1	1.06%	New
621	Brinker Capital Investments Berwyn, Pennsylvania	$5.99M	-$5.99M	1	0.09%	Reduced
622	RIM Reliant Investment Management Memphis, Tennessee	$5.96M	+$79.3K	1	2.92%	Increased
623	Integrated Advisors Network Dallas, Texas	$5.84M	+$1.72M	1	0.53%	Increased
624	DAC Dividend Assets Capital Ridgeland, South Carolina	$5.81M	+$167K	1	1.11%	Increased
625	Johnson Investment Counsel Cincinnati, Ohio	$5.81M	-$240K	1	0.09%	Reduced