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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	MRCM M&R Capital Management Summit, New Jersey	$2.77M	-$3.39M	1	0.8%	Reduced
677	CIC Cutler Investment Counsel Jacksonville, Oregon	$2.76M	-$18.2K	1	0.94%	Reduced
678	COI Connable Office Inc Kalamazoo, Michigan	$2.75M	+$734K	1	0.79%	Increased
679	AAM Autus Asset Management Scottsdale, Arizona	$2.74M	+$1.11M	1	0.7%	Increased
680	Guinness Asset Management London, United Kingdom	$2.74M	+$584K	1	1.12%	Increased
681	CWM Concert Wealth Management San Jose, California	$2.74M	-$488K	1	0.37%	Reduced
682	CCA Cobblestone Capital Advisors Rochester, New York	$2.73M	-$2.31M	1	0.41%	Reduced
683	FAT First American Trust Santa Ana, California	$2.72M	+$1.53M	1	1%	Increased
684	Victory Capital Management San Antonio, Texas	$2.71M	+$1.35M	2	0.01%	Increased
685	FI FCM Investments Dallas, Texas	$2.7M	-$746K	1	1.4%	Reduced
686	AWCI Alpine Woods Capital Investors Purchase, New York	$2.7M	-$6.66M	2	0.15%	Reduced
687	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$2.7M	+$111K	1	0.22%	Increased
688	SCM Sterneck Capital Management Kansas City, Missouri	$2.69M	+$75.3K	1	1.71%	Increased
689	JAM Jolley Asset Management Rocky Mount, North Carolina	$2.68M	+$216K	1	2.55%	Increased
690	FQ First Quadrant Glendale, California	$2.65M	-$332K	1	0.06%	Reduced
691	NIA Northstar Investment Advisors Denver, Colorado	$2.64M	-$1.57M	1	0.68%	Reduced
692	Walleye Trading New York	$2.64M	+$2.79M	2	0.03%	Increased
693	BLM Bennett Lawrence Management New York	$2.63M	+$244K	1	0.85%	Increased
694	HL HeadInvest LLC Portland, Maine	$2.63M	-$85.6K	1	1.07%	Reduced
695	UF Univest Financial Souderton, Pennsylvania	$2.63M	+$115K	1	1.2%	Increased
696	TC Trust Company Manhattan, Kansas	$2.62M	+$539K	1	1.21%	Increased
697	WC Whitney & Co Rochester, New York	$2.61M	-$258K	1	1.14%	Reduced
698	Klingenstein Fields & Co New York	$2.6M	-$598K	1	0.13%	Reduced
699	HA Hamel Associates Chatham, New Jersey	$2.6M	+$987K	1	1.66%	Increased
700	FWCM First Western Capital Management Los Angeles, California	$2.6M	-$157K	1	0.81%	Reduced