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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
726	CB Cadence Bank Tupelo, Mississippi	$2.45M	+$2.32M	1	0.23%	New
727	First Merchants Corp Muncie, Indiana	$2.45M	-$28.1K	1	0.42%	Reduced
728	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$2.45M	$0	1	0.54%	Maintained
729	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.44M	$0	1	0.12%	Maintained
730	RAM Roumell Asset Management Chevy Chase, Maryland	$2.43M	-$18.8K	1	5.21%	Reduced
731	FL Fort LP Chevy Chase, Maryland	$2.4M	+$96.2K	1	0.56%	Increased
732	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$2.4M	-$116K	1	0.43%	Reduced
733	JCM Jafra Capital Management New York	$2.4M	-$510K	1	0.67%	Reduced
734	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$2.39M	-$142K	1	0.31%	Reduced
735	MF MHI Funds Woodstock, New York	$2.38M	+$2.25M	1	2.06%	New
736	LMR Partners London, United Kingdom	$2.37M	+$2.25M	1	0.24%	New
737	MIM MPI Investment Management Hinsdale, Illinois	$2.36M	+$2.23M	1	2.83%	New
738	Wealthfront Palo Alto, California	$2.35M	+$851K	1	0.03%	Increased
739	MCM Marathon Capital Management Hunt Valley, Maryland	$2.35M	+$94.2K	1	0.92%	Increased
740	HCM Hengehold Capital Management Cincinnati, Ohio	$2.34M	-$236K	1	0.62%	Reduced
741	GCA Greenwood Capital Associates Greenwood, South Carolina	$2.31M	+$2.19M	1	0.54%	New
742	PCTC Perkins Coie Trust Company Seattle, Washington	$2.31M	-$38.3K	1	1.15%	Reduced
743	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$2.28M	-$1.15M	1	0.39%	Reduced
744	SCM Southport Capital Management Chattanooga, Tennessee	$2.27M	-$407K	1	0.86%	Reduced
745	AA Altman Advisors Chicago, Illinois	$2.23M	+$2.12M	1	1.94%	New
746	Anchor Capital Advisors Boston, Massachusetts	$2.23M	-$118K	1	0.08%	Reduced
747	RCM Radnor Capital Management Wayne, Pennsylvania	$2.22M	+$858K	2	0.71%	Increased
748	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$2.2M	+$397K	1	0.91%	Increased
749	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$2.16M	-$46.3K	1	1.79%	Reduced
750	AC Addison Capital Conshohocken, Pennsylvania	$2.15M	+$59.4K	1	1.7%	Increased