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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
951	Quantbot Technologies New York	$2M	+$2.09M	1	1.05%	New
952	MM Meridian Management Little Rock, Arkansas	$1.98M	+$1.95M	1	1.74%	New
953	FineMark National Bank & Trust Fort Myers, Florida	$1.97M	+$2.06M	1	0.59%	New
954	CCM Courage Capital Management Nashville, Tennessee	$1.96M	+$2.04M	1	0.75%	New
955	OCG Opus Capital Group Cincinnati, Ohio	$1.95M	+$2.04M	1	0.12%	New
956	DCM Delta Capital Management Red Bank, New Jersey	$1.95M	+$2.04M	1	1.52%	New
957	RHJA Rice Hall James & Associates San Diego, California	$1.95M	+$2.04M	1	0.19%	New
958	SRC Shufro Rose & Co New York	$1.95M	+$2.04M	1	0.23%	New
959	TCOT Trust Company of Toledo Holland, Ohio	$1.95M	+$2.04M	1	0.72%	New
960	GF Gerstein Fisher New York	$1.94M	+$2.03M	1	0.47%	New
961	Atria Investments Charlotte, North Carolina	$1.92M	+$2M	1	0.23%	New
962	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$1.91M	+$2M	1	0.95%	New
963	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$1.91M	+$2M	2	0.41%	New
964	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$1.89M	+$1.98M	1	0.76%	New
965	WPC White Pine Capital Bloomington, Minnesota	$1.89M	+$1.94M	2	0.66%	New
966	PIM Penobscot Investment Management Boston, Massachusetts	$1.89M	+$1.97M	1	0.79%	New
967	HBK Sorce Advisory Erie, Pennsylvania	$1.89M	+$1.97M	1	0.82%	New
968	Nikko Asset Management Americas New York	$1.88M	+$1.96M	1	0.06%	New
969	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$1.87M	+$1.95M	1	1.9%	New
970	MCM Manchester Capital Management Manchester, Vermont	$1.87M	+$1.95M	1	0.35%	New
971	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$1.86M	+$1.95M	1	0.29%	New
972	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.84M	+$1.92M	1	1.09%	New
973	AO Allen Operations New York	$1.83M	+$1.91M	1	3.07%	New
974	SAM Symphony Asset Management San Francisco, California	$1.83M	+$1.91M	1	0.18%	New
975	WP WMS Partners Towson, Maryland	$1.81M	+$1.89M	1	0.33%	New