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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
751	AAM AR Asset Management West Hollywood, California	$1.7M	$0	1	0.67%	Maintained
752	AC Addison Capital Conshohocken, Pennsylvania	$1.69M	+$35.7K	1	1.49%	Increased
753	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$1.69M	-$137K	1	0.46%	Reduced
754	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$1.68M	+$512K	1	1.44%	Increased
755	Cornerstone Investment Partners Atlanta, Georgia	$1.67M	+$203K	1	0.07%	Increased
756	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1.66M	-$460K	1	0.22%	Reduced
757	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.65M	+$1.27K	1	0.69%	Increased
758	ICM IMS Capital Management Portland, Oregon	$1.65M	+$18.8K	1	1.06%	Increased
759	MC Martin & Co Knoxville, Tennessee	$1.65M	-$182K	1	0.54%	Reduced
760	RHJA Rice Hall James & Associates San Diego, California	$1.65M	-$20M	1	0.07%	Reduced
761	DA Dillon & Associates Jackson, Michigan	$1.64M	-$488K	1	0.65%	Reduced
762	FMT First Mercantile Trust Cordova, Tennessee	$1.64M	-$30.5K	1	0.3%	Reduced
763	PRHC P.R. Herzig & Co Roslyn Heights, New York	$1.63M	-$234K	1	3.16%	Reduced
764	SB Simmons Bank Pine Bluff, Arkansas	$1.63M	-$24.6K	1	0.17%	Reduced
765	RT Rockland Trust Hanover, Massachusetts	$1.63M	-$24.8K	1	0.24%	Reduced
766	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1.62M	+$178K	1	0.29%	Increased
767	DCM Delta Capital Management Red Bank, New Jersey	$1.62M	-$22.2K	1	1.07%	Reduced
768	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.62M	$0	1	0.16%	Maintained
769	WPP Whalerock Point Partners Providence, Rhode Island	$1.61M	-$144K	1	0.57%	Reduced
770	Bradley Foster & Sargent Hartford, Connecticut	$1.6M	+$230K	1	0.06%	Increased
771	LCM Leisure Capital Management Costa Mesa, California	$1.6M	+$6.29K	1	1.4%	Increased
772	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$1.59M	-$4.06M	1	0.21%	Reduced
773	Point72 Asset Management Stamford, Connecticut	$1.59M	+$1.63M	1	0.01%	New
774	ECM Everence Capital Management Goshen, Indiana	$1.58M	$0	1	0.36%	Maintained
775	Cetera Advisor Networks El Segundo, California	$1.58M	-$211K	1	0.07%	Reduced