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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
651	TFF Timothy F. Fidgeon	$4.75M	-$33.1K	1	2.1%	Reduced
652	CI Constellation Investments Montgomery, Ohio	$4.74M	-$13.6K	1	0.9%	Reduced
653	Braun Stacey Associates New York	$4.71M	+$4.89M	1	0.2%	Increased
654	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.71M	+$96.2K	1	0.12%	Increased
655	Atalanta Sosnoff Capital New York	$4.67M	-$321K	1	0.13%	Reduced
656	PWM Patriot Wealth Management Houston, Texas	$4.62M	+$53.1K	1	1.03%	Increased
657	SWK Stephen W. Kidder	$4.59M	-$55.9K	1	2.07%	Reduced
658	Carnegie Investment Counsel Pepper Pike, Ohio	$4.59M	-$1.08M	1	0.8%	Reduced
659	PPCM Pillar Pacific Capital Management Pacifica, California	$4.58M	+$151K	1	0.79%	Increased
660	JC Jacobs & Co San Francisco, California	$4.57M	+$393K	1	1.14%	Increased
661	Cambridge Investment Research Advisors Fairfield, Iowa	$4.56M	-$1.32M	2	0.13%	Reduced
662	CWM Concert Wealth Management San Jose, California	$4.56M	+$692K	1	0.59%	Increased
663	BAS Brown Advisory Securities Baltimore, Maryland	$4.55M	+$72K	1	1.52%	Increased
664	AIC Argus Investors Counsel New York	$4.49M	+$235K	1	1.85%	Increased
665	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$4.46M	$0	1	0.58%	Maintained
666	FI FCM Investments Dallas, Texas	$4.41M	-$117K	1	2.1%	Reduced
667	LH Lebenthal Holdings New York	$4.39M	+$2.78M	1	0.89%	Increased
668	DRS Deane Retirement Strategies New Orleans, Louisiana	$4.38M	-$6.62K	0	–	Closed
669	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$4.37M	+$207K	1	0.81%	Increased
670	Klingenstein Fields & Co New York	$4.35M	-$286K	1	0.19%	Reduced
671	Simplex Trading Chicago, Illinois	$4.34M	+$856K	2	0.36%	Increased
672	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$4.33M	+$4.38M	1	1.92%	Increased
673	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$4.26M	+$272K	1	1.5%	Increased
674	CCM Catawba Capital Management Roanoke, Virginia	$4.26M	-$44.9K	1	1.02%	Reduced
675	Nippon Life Insurance Tokyo, Japan	$4.26M	-$172K	1	0.1%	Reduced