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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	PCM Parsons Capital Management Providence, Rhode Island	$2.83M	+$44K	1	0.42%	Increased
927	AssetMark Inc Concord, California	$2.83M	-$3.05M	1	0.07%	Reduced
928	Mariner Overland Park, Kansas	$2.83M	-$66.4K	1	0.35%	Reduced
929	JC Jacobs & Co San Francisco, California	$2.81M	-$13.5K	1	0.9%	Reduced
930	OIMU Orbis Investment Management (US) San Francisco, California	$2.8M	+$2.66M	1	2.56%	New
931	Alpha Cubed Investments Irvine, California	$2.79M	+$2.65M	1	1%	New
932	QS Investors New York	$2.79M	+$233K	1	0.11%	Increased
933	SAM Solaris Asset Management New York	$2.78M	-$226K	1	1.86%	Reduced
934	RW Rand Wealth Baltimore, Maryland	$2.77M	+$201K	1	0.49%	Increased
935	TWM Torch Wealth Management Cincinnati, Ohio	$2.77M	+$2.63M	1	2.11%	New
936	LCM Liberty Capital Management Birmingham, Michigan	$2.77M	-$31.7K	1	1.98%	Reduced
937	DSAM Dock Street Asset Management Palm Beach, Florida	$2.77M	-$527K	1	1.32%	Reduced
938	Exencial Wealth Advisors Oklahoma City, Oklahoma	$2.75M	+$87.6K	1	1.24%	Increased
939	OCG Opus Capital Group Cincinnati, Ohio	$2.71M	+$276K	1	0.15%	Increased
940	BCA Benchmark Capital Advisors New York	$2.7M	+$2.07M	1	1.87%	Increased
941	CBB Citizens Business Bank Ontario, California	$2.65M	+$20.3K	1	0.53%	Increased
942	Duff & Phelps Investment Management Chicago, Illinois	$2.63M	+$48K	1	0.05%	Increased
943	KCM Kempner Capital Management Galveston, Texas	$2.63M	-$127K	1	1.12%	Reduced
944	FAM Fortaleza Asset Management Chicago, Illinois	$2.63M	-$197K	1	1.34%	Reduced
945	GWM Greenwich Wealth Management Greenwich, Connecticut	$2.61M	-$70.5K	1	0.26%	Reduced
946	CAM CG Asset Management New York	$2.6M	+$1.99M	2	1.19%	New
947	GAM Garrison Asset Management Fayetteville, Arkansas	$2.6M	-$30.3K	1	2.12%	Reduced
948	KCM Kanawha Capital Management Richmond, Virginia	$2.6M	+$153K	1	0.49%	Increased
949	AT Arden Trust Wilmington, Delaware	$2.6M	-$3.46K	1	0.32%	Reduced
950	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$2.58M	+$55K	1	0.31%	Increased