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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
1076	LAM Lynch Asset Management Yardley, Pennsylvania	$2.81M	-$224K	1	0.77%	Reduced
1077	PFM Patton Fund Management Dallas, Texas	$2.81M	+$2.35M	1	0.61%	Increased
1078	Petredis Investment Advisors Warrendale, Pennsylvania	$2.79M	+$1.5K	1	0.19%	Increased
1079	EFMC Empire Financial Management Company New York	$2.78M	-$253K	1	1.1%	Reduced
1080	LC Lawood & Co Williamsport, Pennsylvania	$2.78M	-$14K	1	1.88%	Reduced
1081	Caption Management Oklahoma City, Oklahoma	$2.77M	+$2.48M	2	0.01%	New
1082	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$2.76M	+$125K	1	0.16%	Increased
1083	DBG De Burlo Group Boston, Massachusetts	$2.76M	+$2.79M	1	0.5%	New
1084	Sprucegrove Investment Management Toronto, Ontario, Canada	$2.76M	-$3.07M	1	0.43%	Reduced
1085	DAM Doheny Asset Management Los Angeles, California	$2.76M	$0	1	1.6%	Maintained
1086	HBK Sorce Advisory Erie, Pennsylvania	$2.75M	-$6.92K	1	0.05%	Reduced
1087	GAM Holding Zurich, Switzerland	$2.75M	+$2.49M	1	0.21%	Increased
1088	Stock Yards Bank & Trust Louisville, Kentucky	$2.74M	-$3.24M	1	0.08%	Reduced
1089	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$2.74M	$0	1	0.62%	Maintained
1090	Norden Group Provo, Utah	$2.73M	-$12.6M	1	0.22%	Reduced
1091	Two Sigma Securities New York	$2.72M	+$1.81M	2	0.23%	Increased
1092	Angeles Wealth Management Santa Monica, California	$2.72M	+$9.5K	1	0.12%	Increased
1093	EAM Empirical Asset Management Wellesley, Massachusetts	$2.71M	-$248K	1	0.61%	Reduced
1094	IP Intellectus Partners San Francisco, California	$2.71M	-$792K	1	0.47%	Reduced
1095	Centric Wealth Management Chicago, Illinois	$2.7M	$0	1	0.42%	Maintained
1096	Strategic Financial Services Utica, New York	$2.7M	-$103K	1	0.12%	Reduced
1097	CAM Covenant Asset Management Chester, New Jersey	$2.7M	-$371K	1	0.45%	Reduced
1098	HighPoint Advisor Group Downers Grove, Illinois	$2.7M	-$306K	2	0.1%	Reduced
1099	6F 626 Financial Portage, Michigan	$2.69M	+$1.12K	1	1.05%	Increased
1100	Talon Private Wealth The Villages, Florida	$2.68M	+$340K	1	0.31%	Increased