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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
926	ARGA Investment Management Stamford, Connecticut	$2.16M	+$2.26M	1	0.79%	New
927	GAM Garrison Asset Management Fayetteville, Arkansas	$2.16M	+$2.26M	1	2.01%	New
928	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2.16M	+$2.25M	1	0.13%	New
929	GLRA Gerald L. Ray & Associates Dallas, Texas	$2.15M	+$2.25M	1	0.48%	New
930	BOTW Bank of the West Monterey Park, California	$2.14M	+$2.24M	1	0.4%	New
931	PAWC P.A.W. Capital Greenwich, Connecticut	$2.14M	+$2.23M	1	1.81%	New
932	UM Ulysses Management New York	$2.14M	+$2.23M	1	0.34%	New
933	PCM Princeton Capital Management Red Bank, New Jersey	$2.14M	+$2.23M	1	2.02%	New
934	HL Financial Services Louisville, Kentucky	$2.13M	+$2.22M	1	0.08%	New
935	Capital Analysts LLC Fort Washington, Pennsylvania	$2.12M	+$2.21M	1	0.67%	New
936	ECM Everence Capital Management Goshen, Indiana	$2.12M	+$2.21M	1	0.96%	New
937	WIC Woodmont Investment Counsel Nashville, Tennessee	$2.11M	+$2.2M	1	0.7%	New
938	AIS AlphaOne Investment Services West Chester, Pennsylvania	$2.1M	+$1.89M	1	0.57%	New
939	Duff & Phelps Investment Management Chicago, Illinois	$2.1M	+$2.19M	1	0.04%	New
940	OA Outfitter Advisors Mclean, Virginia	$2.1M	+$2.19M	1	0.97%	New
941	MMCM Marque Millennium Capital Management New York	$2.09M	+$2.18M	1	1.1%	New
942	GWM Greenwich Wealth Management Greenwich, Connecticut	$2.08M	+$2.18M	1	0.15%	New
943	BSB Bangor Savings Bank Bangor, Maine	$2.08M	+$2.17M	1	0.67%	New
944	LG Leuthold Group Minneapolis, Minnesota	$2.06M	+$2.16M	1	0.19%	New
945	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$2.06M	+$2.16M	1	0.99%	New
946	PFM PacWest Financial Management Phoenix, Arizona	$2.04M	+$2.13M	1	1.94%	New
947	CWA Constellation Wealth Advisors New York	$2.01M	+$2.1M	1	0.24%	New
948	HPCM High Pointe Capital Management Chicago, Illinois	$2.01M	+$2.1M	1	0.88%	New
949	MC Mathes Company New York	$2.01M	+$2.1M	1	2.18%	New
950	LCP Longhorn Capital Partners Dallas, Texas	$2M	+$2.09M	1	0.65%	New