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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	MCM Manchester Capital Management Manchester, Vermont	$2.22M	-$38.8K	1	0.35%	Reduced
1002	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$2.21M	+$578K	1	0.22%	Increased
1003	NCMG NCM Capital Management Group Durham, North Carolina	$2.2M	-$649K	1	1.45%	Reduced
1004	First Merchants Corp Muncie, Indiana	$2.19M	-$152K	1	0.72%	Reduced
1005	Silvercrest Asset Management New York	$2.19M	-$8.11K	1	0.04%	Reduced
1006	BSB Bangor Savings Bank Bangor, Maine	$2.17M	-$243K	1	0.6%	Reduced
1007	SIG Sky Investment Group Hartford, Connecticut	$2.17M	+$1.82M	1	1.23%	Increased
1008	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$2.16M	+$7.05K	1	0.57%	Increased
1009	TCOTO Trust Company of the Ozarks Springfield, Missouri	$2.16M	+$65.2K	1	0.62%	Increased
1010	GF Gerstein Fisher New York	$2.15M	-$248K	1	0.42%	Reduced
1011	NIS National Investment Services Milwaukee, Wisconsin	$2.14M	$0	1	1.67%	Maintained
1012	HA Hamel Associates Chatham, New Jersey	$2.14M	+$2.03M	1	1.5%	New
1013	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$2.13M	+$131K	1	0.75%	Increased
1014	Capital Analysts LLC Fort Washington, Pennsylvania	$2.11M	-$277K	1	0.57%	Reduced
1015	ETrade Capital Management Arlington, Virginia	$2.11M	+$337K	2	0.17%	Increased
1016	FPA Fieldpoint Private Advisors New York	$2.1M	-$1.94M	1	1.2%	Reduced
1017	Williams Jones & Associates New York	$2.09M	-$623K	1	0.1%	Reduced
1018	LJHT Laurie J. Hall Trustee	$2.09M	$0	1	1.6%	Maintained
1019	MS Marshall & Sullivan Seattle, Washington	$2.08M	-$53.7K	1	3.82%	Reduced
1020	CANC Culbertson A N & Co Charlottesville, Virginia	$2.08M	+$33.9K	1	1.01%	Increased
1021	HHC Hutchin Hill Capital New York	$2.07M	+$1,000K	1	0.14%	Increased
1022	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$2.06M	$0	1	0.65%	Maintained
1023	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$2.06M	-$1.51M	1	1.3%	Reduced
1024	PCTC Perkins Coie Trust Company Seattle, Washington	$2.06M	+$1.96M	1	2.03%	New
1025	BCB Brian C. Broderick	$2.06M	+$1.25M	1	1.03%	Increased