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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
1051	WWM Willingdon Wealth Management Huntersville, North Carolina	$1.87M	+$1.77M	1	1.47%	New
1052	Altimeter Capital Management Boston, Massachusetts	$1.86M	$0	1	0.22%	Maintained
1053	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$1.86M	$0	1	1.89%	Maintained
1054	PAWC P.A.W. Capital Greenwich, Connecticut	$1.86M	-$1.06M	1	1.65%	Reduced
1055	GAAM Guinness Atkinson Asset Management Pasadena, California	$1.85M	+$1.76M	1	1.82%	New
1056	WC Wexford Capital West Palm Beach, Florida	$1.84M	+$1.75M	1	0.16%	New
1057	1CM 1492 Capital Management Milwaukee, Wisconsin	$1.84M	+$1.24M	1	0.99%	New
1058	RNS Robert N. Shapiro	$1.83M	+$235K	1	0.33%	Increased
1059	CCM Chinook Capital Management Lake Oswego, Oregon	$1.83M	-$8.39K	1	2.42%	Reduced
1060	TC TFS Capital West Chester, Pennsylvania	$1.82M	+$168K	1	0.09%	Increased
1061	UGIF US Global Investors Funds Portland, Maine	$1.81M	+$1.63M	2	0.33%	New
1062	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.81M	+$141K	2	0.33%	Increased
1063	W.H. Reaves & Co Jersey City, New Jersey	$1.8M	-$14.9K	1	0.06%	Reduced
1064	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.8M	+$52.3K	1	0.21%	Increased
1065	RBA Richard Bernstein Advisors New York	$1.8M	+$191K	1	0.36%	Increased
1066	OAMG Odey Asset Management Group London, United Kingdom	$1.78M	$0	1	0.04%	Maintained
1067	UR USCA RIA Houston, Texas	$1.78M	+$63.5K	1	0.71%	Increased
1068	WP WMS Partners Towson, Maryland	$1.78M	-$164K	1	0.29%	Reduced
1069	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.77M	-$133K	1	1.35%	Reduced
1070	MAM Mizuho Asset Management Tokyo, Japan	$1.77M	-$3.82M	1	0.35%	Reduced
1071	VHAM Van Hulzen Asset Management El Dorado Hills, California	$1.77M	+$1.68M	1	1.53%	New
1072	Mirae Asset Global Investments Seoul, South Korea	$1.77M	-$1.48M	1	0.07%	Reduced
1073	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$1.76M	+$1.08M	2	0.99%	Increased
1074	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$1.75M	-$11.5M	1	0.09%	Reduced
1075	WOC West Oak Capital Westlake Village, California	$1.74M	-$9.87K	1	1.28%	Reduced