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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	FIM Freedom Investment Management Hartford, Connecticut	$2.97M	-$2.03M	1	0.15%	Reduced
677	1SB 1ST Source Bank South Bend, Indiana	$2.97M	-$85K	1	0.24%	Reduced
678	AHC Adell Harriman & Carpenter Houston, Texas	$2.95M	-$452K	1	0.62%	Reduced
679	Fiduciary Trust Boston, Massachusetts	$2.94M	-$130K	1	0.09%	Reduced
680	FCM Firsthand Capital Management San Jose, California	$2.94M	+$556K	1	2.16%	Increased
681	Panagora Asset Management Boston, Massachusetts	$2.92M	-$483K	2	0.01%	Reduced
682	SW SVB Wealth Boston, Massachusetts	$2.92M	-$1.2M	1	0.11%	Reduced
683	BCP Blue Chip Partners Farmington Hills, Michigan	$2.9M	-$135K	1	0.86%	Reduced
684	FC Fulcrum Capital Seattle, Washington	$2.89M	+$2.73M	1	0.94%	New
685	PP Paloma Partners Greenwich, Connecticut	$2.88M	-$5.06M	1	0.04%	Reduced
686	Waratah Capital Advisors Toronto, Ontario, Canada	$2.87M	-$535K	1	0.33%	Reduced
687	Wedbush Securities Los Angeles, California	$2.86M	+$232K	1	0.35%	Increased
688	IFP Advisors Tampa, Florida	$2.86M	-$301K	2	0.13%	Reduced
689	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$2.84M	-$34.2K	1	0.31%	Reduced
690	FCMT Founders Capital Management (Texas) Houston, Texas	$2.82M	$0	1	2.34%	Maintained
691	TCCM Timber Creek Capital Management Boston, Massachusetts	$2.82M	-$383K	1	1.76%	Reduced
692	Whittier Trust South Pasadena, California	$2.79M	-$230K	2	0.1%	Reduced
693	DI Dalton Investments Las Vegas, Nevada	$2.79M	$0	1	1.05%	Maintained
694	E. Ohman J:or Asset Management Stockholm, Sweden	$2.78M	+$224K	1	0.23%	Increased
695	SWMG Signature Wealth Management Group Atlanta, Georgia	$2.78M	+$2.64M	1	2.04%	New
696	Cetera Advisors Denver, Colorado	$2.73M	-$3.11M	1	0.17%	Reduced
697	Central Trust Company Jefferson City, Missouri	$2.73M	-$95.7K	1	0.17%	Reduced
698	DRS Deane Retirement Strategies New Orleans, Louisiana	$2.67M	-$68.3K	1	2.48%	Reduced
699	Level Four Advisory Services Dallas, Texas	$2.67M	+$97.2K	1	0.21%	Increased
700	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.67M	+$136K	1	1.72%	Increased