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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	Wolverine Asset Management Chicago, Illinois	$2M	+$1.51M	1	0.04%	New
1027	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$1.98M	$0	1	1.16%	Maintained
1028	OA OFI Advisors Philadelphia, Pennsylvania	$1.98M	+$156K	1	0.14%	Increased
1029	ECM EagleClaw Capital Management Boston, Massachusetts	$1.98M	+$11.5K	1	1.34%	Increased
1030	FIM FourPoints Investment Managers Paris, France	$1.98M	-$459K	1	0.23%	Reduced
1031	UR USCA RIA Houston, Texas	$1.97M	+$121K	1	0.6%	Increased
1032	TA TBP Advisors Purchase, New York	$1.96M	+$66.9K	1	1.14%	Increased
1033	NPC National Planning Corporation El Segundo, California	$1.96M	+$551K	1	0.15%	Increased
1034	Rafferty Asset Management New York	$1.96M	-$1.71M	1	0.21%	Reduced
1035	Mirae Asset Global Investments Seoul, South Korea	$1.95M	-$168K	1	0.07%	Reduced
1036	RBA Richard Bernstein Advisors New York	$1.95M	+$147K	1	0.21%	Increased
1037	WCM Washington Capital Management Seattle, Washington	$1.95M	-$112K	1	0.77%	Reduced
1038	PCTC Perkins Coie Trust Company Seattle, Washington	$1.95M	+$64.9K	1	1.64%	Increased
1039	FAM Fortaleza Asset Management Chicago, Illinois	$1.95M	$0	1	0.91%	Maintained
1040	WCA Westover Capital Advisors Wilmington, Delaware	$1.95M	+$387K	1	1.59%	Increased
1041	VHAM Van Hulzen Asset Management El Dorado Hills, California	$1.94M	-$73K	1	1.96%	Reduced
1042	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$1.93M	+$686K	1	0.52%	Increased
1043	PGIM Pacific Global Investment Management Glendale, California	$1.93M	-$96.3K	1	0.32%	Reduced
1044	EI EAM Investors Solana Beach, California	$1.92M	+$1.46M	1	0.39%	New
1045	CA Cornerstone Advisors Asheville, North Carolina	$1.91M	$0	1	0.37%	Maintained
1046	PCM Prelude Capital Management New York	$1.9M	+$1.54M	1	0.27%	Increased
1047	TF Trutina Financial Bellevue, Washington	$1.89M	-$295K	1	1.42%	Reduced
1048	WP WMS Partners Towson, Maryland	$1.89M	-$216K	1	0.3%	Reduced
1049	Donaldson Capital Management Evansville, Indiana	$1.89M	+$182K	1	0.3%	Increased
1050	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$1.88M	+$169K	1	1.27%	Increased