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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
1001	GL GHE LLC Memphis, Tennessee	$3.46M	-$89.9K	1	1.3%	Reduced
1002	AGF Management Toronto, Ontario, Canada	$3.44M	+$1.06M	1	0.01%	Increased
1003	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$3.4M	+$3.17M	2	0.18%	New
1004	DWM Ducere Wealth Management Newport Beach, California	$3.39M	+$99.1K	1	1.02%	Increased
1005	Jefferies Financial Group New York	$3.38M	-$18.5M	1	0.02%	Reduced
1006	Evercore Wealth Management New York	$3.36M	-$26.4K	1	0.05%	Reduced
1007	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$3.34M	-$8.04K	1	0.15%	Reduced
1008	PFA Pathway Financial Advisers Auburn, Indiana	$3.34M	+$87.9K	1	0.84%	Increased
1009	HFS Hoge Financial Services Canonsburg, Pennsylvania	$3.33M	+$200K	1	1.6%	Increased
1010	MP McDonald Partners Cleveland, Ohio	$3.33M	+$4.49K	2	0.81%	Increased
1011	Great Valley Advisor Group Wilmington, Delaware	$3.33M	-$197K	1	0.05%	Reduced
1012	NHT New Hampshire Trust Concord, New Hampshire	$3.32M	-$67.5K	1	0.63%	Reduced
1013	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$3.3M	-$29.9K	1	0.49%	Reduced
1014	GIP Granite Investment Partners El Segundo, California	$3.29M	-$409K	1	0.17%	Reduced
1015	Confluence Wealth Services Mcmurray, Pennsylvania	$3.28M	+$543K	1	0.09%	Increased
1016	TCW Group Los Angeles, California	$3.26M	-$3.74K	1	0.02%	Reduced
1017	SC Searle & Co Greenwich, Connecticut	$3.25M	$0	1	0.73%	Maintained
1018	TFS Thoroughbred Financial Services Brentwood, Tennessee	$3.23M	+$476K	1	0.15%	Increased
1019	DI Diligent Investors Redlands, California	$3.22M	-$652K	1	0.72%	Reduced
1020	LCM Leisure Capital Management Costa Mesa, California	$3.22M	+$12.2K	1	1.01%	Increased
1021	IPAM ICICI Prudential Asset Management Mumbai, India	$3.22M	-$47.1K	1	0.35%	Reduced
1022	PFS Physicians Financial Services Raleigh, North Carolina	$3.19M	-$18.7K	1	0.79%	Reduced
1023	WG Wealth Group Raleigh, North Carolina	$3.19M	+$1.99M	1	0.79%	Increased
1024	BFIM Beese Fulmer Investment Management Canton, Ohio	$3.18M	-$130K	1	0.18%	Reduced
1025	IAIM International Assets Investment Management Orlando, Florida	$3.18M	-$119K	1	0.19%	Reduced