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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	MWM Marietta Wealth Management Marietta, Georgia	$2.97M	+$324K	1	1.8%	Increased
652	CC ClearArc Capital Cincinnati, Ohio	$2.96M	+$220K	1	0.48%	Increased
653	Steward Partners Investment Advisory New York	$2.95M	+$829K	1	0.33%	Increased
654	EA Edge Advisors Atlanta, Georgia	$2.94M	+$195K	2	0.33%	Increased
655	MML Investors Services Springfield, Massachusetts	$2.94M	+$279K	1	0.06%	Increased
656	RAM Roanoke Asset Management Jersey City, New Jersey	$2.92M	+$27.9K	1	1.38%	Increased
657	Chicago Partners Investment Group Chicago, Illinois	$2.89M	+$2.63M	1	0.75%	Increased
658	WDA Wendell David Associates Portsmouth, New Hampshire	$2.88M	-$799K	1	0.54%	Reduced
659	PP Patten & Patten Chattanooga, Tennessee	$2.87M	+$1.34M	1	0.32%	Increased
660	CAM Cypress Asset Management Houston, Texas	$2.86M	-$84.9K	1	0.59%	Reduced
661	Great Lakes Advisors Chicago, Illinois	$2.85M	-$41.5M	1	0.07%	Reduced
662	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$2.84M	+$7.26K	1	1.34%	Increased
663	1SB 1ST Source Bank South Bend, Indiana	$2.84M	-$335	1	0.24%	Reduced
664	BFA Benedict Financial Advisors Atlanta, Georgia	$2.81M	+$176K	1	1.46%	Increased
665	DAM Doheny Asset Management Los Angeles, California	$2.8M	+$1.75M	1	1.31%	Increased
666	Group One Trading Chicago, Illinois	$2.79M	+$1.86M	2	0.03%	Increased
667	AHC Adell Harriman & Carpenter Houston, Texas	$2.76M	-$128K	1	0.62%	Reduced
668	MPM Meritage Portfolio Management Overland Park, Kansas	$2.76M	-$50K	1	0.28%	Reduced
669	Synovus Financial Columbus, Georgia	$2.75M	+$989K	2	0.06%	Increased
670	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$2.74M	+$73.5K	1	0.32%	Increased
671	WTB Washington Trust Bank Spokane, Washington	$2.74M	+$104K	1	0.59%	Increased
672	NCM Narwhal Capital Management Marietta, Georgia	$2.73M	+$1.02M	1	0.71%	Increased
673	ST Somerset Trust Somerset, Pennsylvania	$2.71M	+$7.04K	1	1.48%	Increased
674	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$2.71M	+$923K	1	0.91%	Increased
675	CEI Clark Estates Inc New York	$2.68M	$0	1	0.46%	Maintained