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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	PAWC P.A.W. Capital Greenwich, Connecticut	$5.45M	-$1.49M	1	4.85%	Reduced
652	BBWA Bell & Brown Wealth Advisors Newport Beach, California	$5.44M	+$5.99M	1	2.93%	New
653	LCG Lisanti Capital Growth New York	$5.44M	+$4.01M	1	0.8%	New
654	BFA Benedict Financial Advisors Atlanta, Georgia	$5.43M	-$183K	1	1.52%	Reduced
655	RIA RPG Investment Advisory Pleasanton, California	$5.41M	+$276K	2	0.89%	Increased
656	Fiduciary Trust Boston, Massachusetts	$5.41M	+$228K	2	0.1%	Increased
657	SIM Seaview Investment Managers Miami, Florida	$5.4M	+$490K	1	2.57%	Increased
658	SFI Siemens Fonds Invest Munich, Germany	$5.34M	+$231K	1	0.36%	Increased
659	CBT Central Bank & Trust Lexington, Kentucky	$5.32M	-$31.4K	1	0.87%	Reduced
660	FF FourThought Financial Venice, Florida	$5.29M	+$844K	1	0.71%	Increased
661	PCTC Perkins Coie Trust Company Seattle, Washington	$5.29M	+$46.1K	1	1.65%	Increased
662	LIM Loudon Investment Management West Lebanon, New Hampshire	$5.21M	-$53.2K	1	3.7%	Reduced
663	AP Advisor Partners Walnut Creek, California	$5.2M	-$160K	1	0.35%	Reduced
664	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$5.2M	+$139K	1	0.53%	Increased
665	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$5.18M	+$116K	1	0.42%	Increased
666	OneDigital Investment Advisors Overland Park, Kansas	$5.09M	-$192K	1	0.2%	Reduced
667	CK Cohen Klingenstein New York	$5.08M	$0	1	0.22%	Maintained
668	Buckingham Strategic Wealth Clayton, Missouri	$5.06M	+$83.6K	1	0.1%	Increased
669	AWM Avitas Wealth Management Los Angeles, California	$5.03M	+$1.14M	1	0.92%	Increased
670	CAM Cypress Asset Management Houston, Texas	$5.03M	+$4.26K	1	1.3%	Increased
671	FHB First Hawaiian Bank Honolulu, Hawaii	$5.01M	+$107K	1	0.21%	Increased
672	WTFG Wells Trecaso Financial Group Akron, Ohio	$5M	+$47.8K	1	2.38%	Increased
673	SWA Stratos Wealth Advisors Beachwood, Ohio	$4.98M	-$200K	1	0.43%	Reduced
674	AMM American Money Management Rancho Santa Fe, California	$4.96M	+$121K	1	1.4%	Increased
675	Kestra Private Wealth Services Austin, Texas	$4.96M	+$175K	1	0.28%	Increased