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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	ARGA Investment Management Stamford, Connecticut	$2.57M	+$825K	1	0.72%	Increased
952	PCM Princeton Capital Management Red Bank, New Jersey	$2.57M	+$12.2K	1	2.13%	Increased
953	Advisors Capital Management Ridgewood, New Jersey	$2.56M	-$156K	1	0.43%	Reduced
954	BOTW Bank of the West Monterey Park, California	$2.56M	-$33.4K	1	0.41%	Reduced
955	SRC Shufro Rose & Co New York	$2.55M	+$180K	1	0.27%	Increased
956	Calamos Wealth Management Naperville, Illinois	$2.55M	-$997K	1	0.78%	Reduced
957	MMCM Marque Millennium Capital Management New York	$2.54M	$0	1	1.12%	Maintained
958	PWS Peloton Wealth Strategists Indianapolis, Indiana	$2.54M	-$226K	1	2.06%	Reduced
959	TCOT Trust Company of Toledo Holland, Ohio	$2.52M	+$85K	1	0.81%	Increased
960	First Citizens Bank & Trust Raleigh, North Carolina	$2.51M	-$11M	1	0.23%	Reduced
961	GC Globeflex Capital San Diego, California	$2.49M	-$115K	2	0.3%	Reduced
962	HCA Horan Capital Advisors Cincinnati, Ohio	$2.49M	+$51.8K	1	2.54%	Increased
963	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$2.48M	+$210K	1	0.8%	Increased
964	PFM PacWest Financial Management Phoenix, Arizona	$2.48M	+$4.58K	1	0.75%	Increased
965	OA Outfitter Advisors Mclean, Virginia	$2.46M	-$34.6K	1	0.98%	Reduced
966	MC Mathes Company New York	$2.44M	+$1.76K	1	1.31%	Increased
967	Moore Capital Management New York	$2.44M	+$1.8M	1	0.04%	Increased
968	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$2.44M	-$34.6K	1	1.03%	Reduced
969	LCP Longhorn Capital Partners Dallas, Texas	$2.43M	$0	1	0.78%	Maintained
970	SAG Sterne Agee Group Birmingham, Alabama	$2.43M	-$221K	1	0.8%	Reduced
971	Rathbones Group Liverpool, United Kingdom	$2.42M	-$1.86M	1	0.24%	Reduced
972	ECM Everence Capital Management Goshen, Indiana	$2.42M	-$145K	1	0.97%	Reduced
973	WIC Woodmont Investment Counsel Nashville, Tennessee	$2.4M	-$130K	1	0.72%	Reduced
974	TF Trutina Financial Bellevue, Washington	$2.4M	+$3.88K	1	2.06%	Increased
975	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$2.4M	+$65.2K	1	1.08%	Increased