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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	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$2.86M	-$256K	1	0.48%	Reduced
652	DI Diligent Investors Redlands, California	$2.86M	-$55.8K	1	1.29%	Reduced
653	VWA Visionary Wealth Advisors O'fallon, Illinois	$2.82M	+$2.67M	1	0.5%	New
654	HCA Horan Capital Advisors Cincinnati, Ohio	$2.82M	-$49.4K	1	1.67%	Reduced
655	CCM Cadence Capital Management Boston, Massachusetts	$2.8M	+$321K	1	0.3%	Increased
656	MMG Monetary Management Group St Louis, Missouri	$2.8M	-$10.5K	1	1.02%	Reduced
657	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$2.77M	+$2.63M	1	3.11%	New
658	LBC Lowe Brockenbrough & Co Richmond, Virginia	$2.77M	-$49.4K	1	0.34%	Reduced
659	KFP Keystone Financial Planning Cleveland, Ohio	$2.76M	-$302K	1	1.23%	Reduced
660	Annex Advisory Services Brookfield, Wisconsin	$2.76M	+$82.2K	1	0.33%	Increased
661	HI Hoey Investments Coatesville, Pennsylvania	$2.75M	+$2.6M	1	1.95%	New
662	TNB TCF National Bank Sioux Falls, South Dakota	$2.75M	+$87.1K	1	0.31%	Increased
663	SCM Silvant Capital Management Atlanta, Georgia	$2.74M	-$31.5K	1	0.5%	Reduced
664	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$2.74M	-$16.3K	1	0.35%	Reduced
665	EIM Essex Investment Management Boston, Massachusetts	$2.73M	+$1.73M	2	0.34%	Increased
666	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.73M	-$368K	1	0.32%	Reduced
667	CAM Covenant Asset Management Chester, New Jersey	$2.72M	+$2.09K	1	1.19%	Increased
668	HR Howe & Rusling Rochester, New York	$2.71M	-$5.19K	1	0.45%	Reduced
669	AMI Amica Mutual Insurance Providence, Rhode Island	$2.7M	-$429K	1	0.35%	Reduced
670	WAM Weatherly Asset Management Del Mar, California	$2.7M	-$125K	1	0.52%	Reduced
671	GAAM Guinness Atkinson Asset Management Pasadena, California	$2.69M	-$519K	1	1.9%	Reduced
672	Evercore Wealth Management New York	$2.69M	-$126K	1	0.07%	Reduced
673	BOTW Bank of the West Monterey Park, California	$2.67M	+$246K	1	0.31%	Increased
674	LSA L & S Advisors Los Angeles, California	$2.66M	+$2.53M	1	0.34%	New
675	Stock Yards Bank & Trust Louisville, Kentucky	$2.66M	$0	1	0.23%	Maintained