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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
976	CCT Capital City Trust Tallahassee, Florida	$1.8M	+$1.88M	1	0.8%	New
977	First Manhattan New York	$1.79M	+$1.78M	1	0.01%	New
978	MS Marshall & Sullivan Seattle, Washington	$1.79M	+$1.87M	1	3.63%	New
979	TF Trutina Financial Bellevue, Washington	$1.79M	+$1.87M	1	1.45%	New
980	SAG Sterne Agee Group Birmingham, Alabama	$1.79M	+$1.87M	1	0.64%	New
981	PCMI Princeton Capital Management Inc Princeton, New Jersey	$1.78M	+$1.86M	1	1.71%	New
982	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$1.77M	+$1.85M	1	0.53%	New
983	WA WFG Advisors Dallas, Texas	$1.77M	+$1.84M	1	0.29%	New
984	NIS National Investment Services Milwaukee, Wisconsin	$1.76M	+$1.84M	1	1.45%	New
985	HCA Horan Capital Advisors Cincinnati, Ohio	$1.76M	+$1.84M	1	2.67%	New
986	TCOTO Trust Company of the Ozarks Springfield, Missouri	$1.75M	+$1.83M	1	0.58%	New
987	PG Portola Group San Jose, California	$1.74M	+$1.62M	2	1.15%	New
988	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$1.74M	+$1.81M	1	0.58%	New
989	LJHT Laurie J. Hall Trustee	$1.74M	+$1.81M	1	1.53%	New
990	Greenleaf Trust Kalamazoo, Michigan	$1.73M	+$1.81M	1	0.07%	New
991	Silvercrest Asset Management New York	$1.71M	+$1.79M	1	0.04%	New
992	SIM SSI Investment Management Los Angeles, California	$1.71M	+$1.78M	1	0.17%	New
993	NCIM New Century Investment Management Southfield, Michigan	$1.7M	+$1.77M	1	1.25%	New
994	SCM Stux Capital Management New York	$1.69M	+$1.77M	1	0.21%	New
995	NCMG NCM Capital Management Group Durham, North Carolina	$1.69M	+$1.77M	1	1.3%	New
996	CANC Culbertson A N & Co Charlottesville, Virginia	$1.69M	+$1.76M	1	0.95%	New
997	FCT Family Capital Trust Peabody, Massachusetts	$1.68M	+$1.76M	1	1.07%	New
998	RA Rational Advisors Huntington, New York	$1.67M	+$1.74M	1	0.14%	New
999	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$1.65M	+$1.73M	1	1.67%	New
1000	First Merchants Corp Muncie, Indiana	$1.64M	+$1.71M	1	0.58%	New