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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
1026	CA Cornerstone Advisors Asheville, North Carolina	$1.45M	+$1.08M	1	0.47%	Increased
1027	Richard Bernstein Advisors New York	$1.45M	$0	1	0.43%	Maintained
1028	CCM Compton Capital Management Providence, Rhode Island	$1.44M	+$58.3K	1	0.88%	Increased
1029	ATC Adirondack Trust Company Saratoga Springs, New York	$1.44M	+$22.9K	1	1.27%	Increased
1030	Noesis Capital Mangement Boca Raton, Florida	$1.44M	+$149K	1	0.76%	Increased
1031	DSI Daiwa SB Investments Tokyo, Japan	$1.44M	-$1.4M	1	0.16%	Reduced
1032	RNS Robert N. Shapiro	$1.43M	+$117K	1	0.25%	Increased
1033	LMAM Legg Mason Asset Management Tokyo, Japan	$1.43M	-$125K	1	0.77%	Reduced
1034	AL AJO LP Philadelphia, Pennsylvania	$1.42M	-$10.2M	1	0.01%	Reduced
1035	LPC Loeb Partners Corp New York	$1.42M	-$11.5K	1	0.48%	Reduced
1036	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$1.42M	+$131	1	0.39%	Increased
1037	Bourgeon Capital Management Darien, Connecticut	$1.4M	$0	1	0.95%	Maintained
1038	American Assets Investment Management San Diego, California	$1.4M	+$157K	1	0.49%	Increased
1039	GLI Guardian Life Insurance New York	$1.4M	+$7.28K	1	0.12%	Increased
1040	U.S. Global Investors (USGI) San Antonio, Texas	$1.39M	+$1.22M	2	0.24%	Increased
1041	Meiji Yasuda Asset Management Tokyo, Japan	$1.39M	-$224K	1	0.31%	Reduced
1042	BPM Bowling Portfolio Management Cincinnati, Ohio	$1.38M	-$157K	1	0.39%	Reduced
1043	HAM Harber Asset Management Asheville, North Carolina	$1.38M	+$17.7K	1	1.84%	Increased
1044	United Asset Strategies Garden City, New York	$1.38M	-$1.16M	1	0.87%	Reduced
1045	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$1.37M	-$10.5K	1	1.14%	Reduced
1046	Amarillo National Bank Amarillo, Texas	$1.37M	$0	1	1.17%	Maintained
1047	NIM NuWave Investment Management Parsippany, New Jersey	$1.36M	+$1.32M	1	1.25%	Increased
1048	Herald Investment Management London, United Kingdom	$1.36M	$0	1	0.59%	Maintained
1049	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.36M	+$52.4K	1	0.99%	Increased
1050	Abner Herrman & Brock Jersey City, New Jersey	$1.36M	-$2.66M	1	0.9%	Reduced