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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
901	SFP Santa Fe Partners Santa Fe, New Mexico	$3.07M	+$154K	1	0.5%	Increased
902	CCM CWH Capital Management Spokane, Washington	$3.05M	+$2.9M	1	2.62%	New
903	GLRA Gerald L. Ray & Associates Dallas, Texas	$3.05M	+$74.3K	1	0.58%	Increased
904	AWM Altavista Wealth Management Asheville, North Carolina	$3.04M	-$86K	1	1.85%	Reduced
905	First Manhattan New York	$3.02M	+$276K	1	0.02%	Increased
906	PAM PartnerRe Asset Management Greenwich, Connecticut	$3.02M	-$215K	1	0.52%	Reduced
907	DSC Duncker Streett & Co St. Louis, Missouri	$3.01M	+$127K	1	1.08%	Increased
908	CC Colrain Capital Boston, Massachusetts	$3.01M	-$353K	1	0.21%	Reduced
909	AF Arrow Financial Glens Falls, New York	$2.97M	-$569K	1	0.85%	Reduced
910	GW & Wade Wellesley, Massachusetts	$2.96M	-$17.5K	1	0.96%	Reduced
911	IAM Integre Asset Management New York	$2.93M	-$81.5K	1	0.66%	Reduced
912	Envestnet Asset Management Chicago, Illinois	$2.92M	+$20.8K	1	0.03%	Increased
913	LI Longer Investments Fayetteville, Arkansas	$2.91M	+$729K	1	2.27%	Increased
914	Bradley Foster & Sargent Hartford, Connecticut	$2.91M	-$187K	1	0.15%	Reduced
915	SWK Stephen W. Kidder	$2.89M	+$962K	1	1.99%	Increased
916	SC Saiers Capital New York	$2.89M	-$1.76M	1	0.17%	Reduced
917	MIM Midwest Investment Management Cleveland, Ohio	$2.89M	+$2.74M	1	2.15%	New
918	CAM Columbia Asset Management Ann Arbor, Michigan	$2.88M	+$2.74M	1	1.27%	New
919	Capstone Investment Advisors New York	$2.87M	+$2.73M	1	0.03%	New
920	HFM Hartford Financial Management Hartford, Connecticut	$2.87M	-$14.1K	1	1.86%	Reduced
921	WAM Weatherly Asset Management Del Mar, California	$2.87M	-$75.1K	1	1.37%	Reduced
922	AHB Abner Herrman & Brock Jersey City, New Jersey	$2.85M	+$1.34M	1	1.01%	Increased
923	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$2.85M	-$737K	1	1.49%	Reduced
924	ATC Argent Trust Company Ruston, Louisiana	$2.85M	+$158K	1	1.08%	Increased
925	AW ACG Wealth Atlanta, Georgia	$2.84M	+$1.11M	1	0.72%	Increased