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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
626	PAWC P.A.W. Capital Greenwich, Connecticut	$2.51M	$0	1	3.13%	Maintained
627	Evergreen Capital Management Bellevue, Washington	$2.51M	+$21.1K	1	0.23%	Increased
628	Cetera Advisor Networks El Segundo, California	$2.5M	+$4.74K	1	0.08%	Increased
629	HCA Horan Capital Advisors Cincinnati, Ohio	$2.48M	-$20.3K	1	1.52%	Reduced
630	Sumitomo Life Insurance Tokyo, Japan	$2.48M	-$305K	1	0.32%	Reduced
631	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$2.47M	-$575K	1	1.03%	Reduced
632	WAM Weatherly Asset Management Del Mar, California	$2.45M	-$1.12M	1	0.52%	Reduced
633	Penserra Capital Management Orinda, California	$2.44M	+$35.6K	2	0.21%	Increased
634	Evercore Wealth Management New York	$2.44M	+$506K	1	0.07%	Increased
635	LBC Lowe Brockenbrough & Co Richmond, Virginia	$2.44M	-$7.53K	1	0.33%	Reduced
636	ACM Alpha Capital Management Austin, Texas	$2.43M	+$63K	1	0.9%	Increased
637	MMG Monetary Management Group St Louis, Missouri	$2.43M	-$18.8K	1	0.92%	Reduced
638	Waldron Private Wealth Bridgeville, Pennsylvania	$2.41M	+$1.79M	1	0.25%	Increased
639	SCM Silvant Capital Management Atlanta, Georgia	$2.4M	-$329K	1	0.47%	Reduced
640	Trexquant Investment Stamford, Connecticut	$2.4M	-$2.28M	1	0.21%	Reduced
641	TAM Tiverton Asset Management Wilimington, Delaware	$2.4M	-$2.31M	1	0.08%	Reduced
642	BCM Blume Capital Management Berkeley, California	$2.38M	-$26.3K	1	1.19%	Reduced
643	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$2.38M	+$394K	1	0.33%	Increased
644	RIM Regent Investment Management Louisville, Kentucky	$2.38M	+$1.65M	1	0.78%	Increased
645	HR Howe & Rusling Rochester, New York	$2.35M	-$142K	1	0.41%	Reduced
646	PT Plimoth Trust Plymouth, Massachusetts	$2.35M	-$112K	1	0.77%	Reduced
647	CAM Covenant Asset Management Chester, New Jersey	$2.35M	+$186K	1	1.18%	Increased
648	SW SVB Wealth Boston, Massachusetts	$2.32M	-$156K	1	0.05%	Reduced
649	E. Ohman J:or Asset Management Stockholm, Sweden	$2.31M	+$105K	1	0.15%	Increased
650	Annex Advisory Services Brookfield, Wisconsin	$2.31M	+$594K	1	0.31%	Increased