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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
676	CCC Chelsea Counsel Company Los Angeles, California	$4.25M	-$205K	1	0.95%	Reduced
677	T TOBAM Paris, France	$4.24M	+$1.98M	1	0.15%	Increased
678	MIC MU Investments Company Tokyo, Japan	$4.24M	+$211K	1	2.02%	Increased
679	PWP Private Wealth Partners Mill Valley, California	$4.24M	+$2.9M	1	0.96%	Increased
680	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$4.22M	+$2.95M	2	3.1%	Increased
681	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$4.18M	+$363K	1	0.28%	Increased
682	WCF West Coast Financial Santa Barbara, California	$4.13M	+$157K	1	1.81%	Increased
683	PAM Princeton Alpha Management Princeton Junction, New Jersey	$4.12M	+$4.22M	2	0.81%	New
684	RBA Richard Bernstein Advisors New York	$4.11M	+$2.7M	1	0.5%	Increased
685	SouthState Corp Winter Haven, Florida	$4.1M	+$48.7K	1	0.57%	Increased
686	AHS Aspiriant Holdings S3 Los Angeles, California	$4.08M	-$2.32M	1	1.63%	Reduced
687	SAM Selway Asset Management	$4.08M	-$8.53K	1	2.24%	Reduced
688	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$4.07M	+$83.1K	1	2.03%	Increased
689	UBS O'Connor Chicago, Illinois	$4.07M	+$2.17M	1	0.03%	Increased
690	PCMI Princeton Capital Management Inc Princeton, New Jersey	$4.07M	+$273	1	2.15%	Increased
691	Farmers & Merchants Investments Inc Lincoln, Nebraska	$4.06M	+$6.82K	1	0.52%	Increased
692	VAM Visium Asset Management New York	$4.06M	+$3.41M	1	0.06%	Increased
693	GHA Garcia Hamilton & Associates Houston, Texas	$4.04M	-$618K	1	2.24%	Reduced
694	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$4.04M	-$575K	1	0.02%	Reduced
695	SFM Systematic Financial Management Teaneck, New Jersey	$4.04M	-$315K	1	0.03%	Reduced
696	WhitTier Trust Company Reno, Nevada	$4.03M	-$538K	1	0.45%	Reduced
697	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.01M	+$1.01M	1	0.29%	Increased
698	BLM Bennett Lawrence Management New York	$3.99M	-$1.29M	1	1.05%	Reduced
699	LG Laidlaw Group Bedford Hills, New York	$3.98M	+$71.6K	1	1.9%	Increased
700	HCM Harvey Capital Management Palm Beach, Florida	$3.95M	+$10.2K	1	1.34%	Increased