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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	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$2.51M	-$256K	1	0.78%	Reduced
652	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$2.49M	-$174K	1	0.46%	Reduced
653	SW SVB Wealth Boston, Massachusetts	$2.47M	-$61K	1	0.09%	Reduced
654	FCM Firsthand Capital Management San Jose, California	$2.45M	$0	1	1.37%	Maintained
655	RIM Rampart Investment Management Hartford, Connecticut	$2.45M	+$1.55M	1	0.23%	Increased
656	FC Fulcrum Capital Seattle, Washington	$2.44M	-$60.7K	1	0.8%	Reduced
657	JSL JT Stratford LLC Gainesville, Georgia	$2.44M	+$180K	1	1.53%	Increased
658	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$2.44M	-$857K	1	0.33%	Reduced
659	FCMT Founders Capital Management (Texas) Houston, Texas	$2.44M	$0	1	2.05%	Maintained
660	TCCM Timber Creek Capital Management Boston, Massachusetts	$2.43M	-$4.46K	1	1.54%	Reduced
661	Whittier Trust South Pasadena, California	$2.4M	-$11.8K	2	0.08%	Reduced
662	FAT First American Trust Santa Ana, California	$2.38M	-$1.46M	1	0.58%	Reduced
663	LMR Partners London, United Kingdom	$2.37M	$0	1	0.24%	Maintained
664	CL CPWM LLC Seattle, Washington	$2.36M	+$2.71M	1	0.37%	New
665	DRS Deane Retirement Strategies New Orleans, Louisiana	$2.34M	+$27.3K	1	2.39%	Increased
666	People's United Financial Bridgeport, Connecticut	$2.33M	-$1.62M	1	0.07%	Reduced
667	E. Ohman J:or Asset Management Stockholm, Sweden	$2.33M	-$89.2K	1	0.19%	Reduced
668	HL Financial Services Louisville, Kentucky	$2.33M	-$1.34M	1	0.04%	Reduced
669	DI Dalton Investments Las Vegas, Nevada	$2.32M	$0	1	0.97%	Maintained
670	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$2.31M	+$2.02M	2	3.82%	Increased
671	III Independent Investors Inc Nesconset, New York	$2.29M	$0	1	0.91%	Maintained
672	GCM Gladstone Capital Management London, United Kingdom	$2.29M	+$2.32M	1	1.11%	Increased
673	Level Four Advisory Services Dallas, Texas	$2.29M	-$25.4K	1	0.18%	Reduced
674	BCM Bluefin Capital Management New York	$2.28M	-$6.49M	1	0.15%	Reduced
675	Central Trust Company Jefferson City, Missouri	$2.28M	-$91.9K	1	0.14%	Reduced