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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	GAMCO Investors Greenwich, Connecticut	$6.71M	-$2.28M	2	0.06%	Reduced
602	TCOT Trust Company of Toledo Holland, Ohio	$6.65M	+$52.7K	1	1.12%	Increased
603	SAM Selway Asset Management	$6.6M	-$10.8K	1	3.53%	Reduced
604	LCM Legato Capital Management San Francisco, California	$6.57M	+$1.13M	1	0.93%	Increased
605	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$6.57M	-$17.8K	1	0.61%	Reduced
606	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$6.56M	+$6.2M	1	0.48%	New
607	Independent Advisor Alliance Charlotte, North Carolina	$6.43M	-$508K	1	0.35%	Reduced
608	SWM SeaCrest Wealth Management Purchase, New York	$6.4M	+$219K	1	0.77%	Increased
609	Guinness Asset Management London, United Kingdom	$6.4M	+$868K	1	0.35%	Increased
610	RIM Reliant Investment Management Memphis, Tennessee	$6.39M	-$33.8K	1	2.94%	Reduced
611	Simplex Trading Chicago, Illinois	$6.37M	-$9.42M	2	0.01%	Reduced
612	WA Wealth Advisors Rancho Santa Fe, California	$6.33M	+$388K	1	2.3%	Increased
613	Zacks Investment Management Chicago, Illinois	$6.29M	+$796K	1	0.1%	Increased
614	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$6.28M	-$602K	1	0.29%	Reduced
615	FC FORA Capital Miami, Florida	$6.27M	+$5.53M	2	1.17%	Increased
616	KIA KCM Investment Advisors Greenbrae, California	$6.25M	-$795K	1	0.25%	Reduced
617	SAM Sabadell Asset Management Sant Cugat Del Valles, Spain	$6.25M	+$5.91M	1	1.08%	New
618	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$6.24M	-$2.8M	1	1.41%	Reduced
619	ECM EagleClaw Capital Management Boston, Massachusetts	$6.23M	+$450K	1	1.61%	Increased
620	Annex Advisory Services Brookfield, Wisconsin	$6.21M	+$1.22M	1	0.5%	Increased
621	BFA Benedict Financial Advisors Atlanta, Georgia	$6.2M	-$45K	1	1.72%	Reduced
622	FAT First American Trust Santa Ana, California	$6.19M	-$319K	1	0.97%	Reduced
623	Johnson Investment Counsel Cincinnati, Ohio	$6.19M	-$73.3K	1	0.09%	Reduced
624	DAC Dividend Assets Capital Ridgeland, South Carolina	$6.18M	-$78K	1	1.21%	Reduced
625	FAB First American Bank Dundee, Illinois	$6.18M	-$946K	1	0.36%	Reduced