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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	WCM Washington Capital Management Seattle, Washington	$2.39M	-$31.7K	1	0.58%	Reduced
977	MMG Monetary Management Group St Louis, Missouri	$2.38M	-$24.7K	1	1.1%	Reduced
978	LK Lumbard & Kellner Hollis, New Hampshire	$2.38M	+$2.26M	1	2.04%	New
979	CCM Courage Capital Management Nashville, Tennessee	$2.38M	$0	1	0.83%	Maintained
980	DCM Delta Capital Management Red Bank, New Jersey	$2.36M	-$17.6K	1	1.65%	Reduced
981	PCMI Princeton Capital Management Inc Princeton, New Jersey	$2.33M	+$174K	1	1.87%	Increased
982	Atria Investments Charlotte, North Carolina	$2.33M	+$55.1K	1	0.23%	Increased
983	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.33M	+$1.48M	1	0.77%	Increased
984	CCT Capital City Trust Tallahassee, Florida	$2.33M	+$8.46K	1	1.01%	Increased
985	MBE Michael B. Elefante	$2.32M	+$1.11M	1	1.07%	Increased
986	TCP TAMRO Capital Partners Alexandria, Virginia	$2.32M	-$614K	1	0.1%	Reduced
987	TWI Thomas White International Chicago, Illinois	$2.31M	-$1.6M	1	0.33%	Reduced
988	DVM Dreman Value Management West Palm Beach, Florida	$2.3M	-$1.1M	1	0.17%	Reduced
989	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$2.29M	-$285K	1	0.31%	Reduced
990	PIM Penobscot Investment Management Boston, Massachusetts	$2.29M	+$87.1K	1	0.81%	Increased
991	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$2.29M	-$14.3K	1	1.32%	Reduced
992	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$2.27M	+$6.14K	1	2.04%	Increased
993	WA WFG Advisors Dallas, Texas	$2.27M	-$115K	2	0.32%	Reduced
994	MM Meridian Management Little Rock, Arkansas	$2.27M	-$34.6K	1	1.8%	Reduced
995	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$2.25M	+$176K	1	0.66%	Increased
996	AWP Ascent Wealth Partners New Hartford, New York	$2.25M	+$2.14M	1	1.59%	New
997	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$2.24M	-$70.5K	1	0.45%	Reduced
998	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$2.23M	+$110K	1	0.78%	Increased
999	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.23M	-$1.41M	1	0.45%	Reduced
1000	SCIA Sanibel Captiva Investment Advisers Chicago, Illinois	$2.23M	+$553K	1	1.37%	Increased