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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	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$2.24M	+$420K	1	0.56%	Increased
727	NG NWK Group San Francisco, California	$2.23M	+$2.12M	1	1.84%	New
728	FIB First Interstate Bank Billings, Montana	$2.21M	-$147K	1	0.49%	Reduced
729	SCA Sage Capital Advisors Sioux Falls, South Dakota	$2.21M	+$167	1	1.41%	Increased
730	CC Cypress Capital Franklin, Tennessee	$2.21M	+$96.3K	1	0.93%	Increased
731	LOAMU Lombard Odier Asset Management (USA) New York	$2.21M	+$2.09M	1	0.2%	New
732	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$2.2M	+$2.09M	1	1.89%	New
733	GP Geneva Partners Lake Geneva, Wisconsin	$2.19M	+$2.08M	1	1.51%	New
734	HCM Hudson Capital Management Ramsey, New Jersey	$2.19M	-$81K	1	1.11%	Reduced
735	Greenleaf Trust Kalamazoo, Michigan	$2.17M	+$14.2K	1	0.03%	Increased
736	WA WESPAC Advisors Orinda, California	$2.17M	+$2.06M	1	2.13%	New
737	HS Haafor (Singapore) Singapore	$2.17M	+$2.04M	2	1.43%	New
738	AAIM American Assets Investment Management San Diego, California	$2.16M	$0	1	0.32%	Maintained
739	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$2.16M	-$306K	1	1.7%	Reduced
740	FAB First American Bank Dundee, Illinois	$2.16M	+$2.05M	1	0.14%	New
741	DAM Doheny Asset Management Los Angeles, California	$2.15M	+$259K	1	1.7%	Increased
742	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.13M	-$338K	1	0.18%	Reduced
743	BFA Brendel Financial Advisors Hanover, New Hampshire	$2.11M	+$2.01M	1	1.8%	New
744	Sigma Planning Corp Ann Arbor, Michigan	$2.11M	-$156K	1	0.09%	Reduced
745	AAM Ascension Asset Management New York	$2.11M	-$8.37K	1	1.82%	Reduced
746	RCA Resonant Capital Advisors Madison, Wisconsin	$2.11M	+$2M	1	0.66%	New
747	RIM Rampart Investment Management Hartford, Connecticut	$2.09M	-$352K	1	0.25%	Reduced
748	PVWM Point View Wealth Management Summit, New Jersey	$2.05M	-$101K	1	0.85%	Reduced
749	LCM Leisure Capital Management Costa Mesa, California	$2.05M	-$31K	1	1.64%	Reduced
750	JSC Jackson Square Capital San Francisco, California	$2.03M	+$1.93M	1	1.17%	New