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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	Centiva Capital New York	$5.95M	+$6.3M	1	0.37%	Increased
627	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$5.92M	$0	1	0.42%	Maintained
628	TCOT Trust Company of Toledo Holland, Ohio	$5.91M	-$102K	1	0.97%	Reduced
629	CCP Corient Capital Partners Newport Beach, California	$5.9M	+$400K	1	0.43%	Increased
630	SP SWS Partners Columbus, Ohio	$5.84M	+$920K	1	3.62%	Increased
631	Point72 Asset Management Stamford, Connecticut	$5.81M	+$4.29M	1	0.03%	New
632	KIA KCM Investment Advisors Greenbrae, California	$5.79M	+$159K	1	0.23%	Increased
633	U.S. Capital Wealth Advisors Austin, Texas	$5.78M	+$6.36M	1	0.25%	New
634	Guinness Asset Management London, United Kingdom	$5.78M	$0	1	0.27%	Maintained
635	FAT First American Trust Santa Ana, California	$5.76M	+$194K	1	0.87%	Increased
636	ECM EagleClaw Capital Management Boston, Massachusetts	$5.75M	+$138K	1	1.48%	Increased
637	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$5.72M	+$99.5K	1	1.3%	Increased
638	Independent Financial Group San Diego, California	$5.71M	+$172K	2	0.58%	Increased
639	RIM Reliant Investment Management Memphis, Tennessee	$5.68M	-$92.2K	1	2.83%	Reduced
640	WA Wealth Advisors Rancho Santa Fe, California	$5.68M	+$61.4K	1	2.22%	Increased
641	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$5.68M	+$10.4K	1	0.24%	Increased
642	Johnson Investment Counsel Cincinnati, Ohio	$5.62M	+$43.7K	1	0.08%	Increased
643	LOPW Live Oak Private Wealth Wilmington, North Carolina	$5.62M	+$263K	1	1.14%	Increased
644	Annex Advisory Services Brookfield, Wisconsin	$5.58M	-$13.1K	1	0.46%	Reduced
645	RAM Riggs Asset Management Dallas, Pennsylvania	$5.58M	+$134K	1	1.68%	Increased
646	MWM Minot Wealth Management Westwood, Massachusetts	$5.57M	+$518K	1	1.2%	Increased
647	TF Threadgill Financial Spring, Texas	$5.55M	+$6.15M	1	4.61%	New
648	AW ACG Wealth Atlanta, Georgia	$5.52M	+$514K	1	0.73%	Increased
649	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$5.52M	+$95.9K	1	1.21%	Increased
650	GAMCO Investors Greenwich, Connecticut	$5.51M	-$897K	2	0.05%	Reduced