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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	BAM Banta Asset Management Newport Beach, California	$1.18M	+$1.23M	1	3.24%	New
1077	NCM Noesis Capital Mangement Boca Raton, Florida	$1.16M	+$1.21M	1	0.62%	New
1078	Capital Wealth Planning Naples, Florida	$1.16M	+$1.21M	1	0.91%	New
1079	Laird Norton Wetherby Wealth Management San Francisco, California	$1.16M	+$1.21M	1	0.4%	New
1080	Bailard Foster City, California	$1.15M	+$1.2M	1	0.21%	New
1081	NPC National Planning Corporation El Segundo, California	$1.14M	+$1.2M	1	0.14%	New
1082	Diversified Trust Memphis, Tennessee	$1.13M	+$1.18M	1	0.13%	New
1083	FFC First Financial Corp Terre Haute, Indiana	$1.13M	+$1.18M	1	0.56%	New
1084	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$1.13M	+$1.17M	1	0.57%	New
1085	AAIM American Assets Investment Management San Diego, California	$1.12M	+$1.17M	1	0.42%	New
1086	WCA Westover Capital Advisors Wilmington, Delaware	$1.11M	+$1.16M	1	1.09%	New
1087	RRWJ R. Robert Woodburn Jr	$1.11M	+$1.16M	1	1.19%	New
1088	KC Kingfisher Capital Charlotte, North Carolina	$1.1M	+$1.15M	1	0.61%	New
1089	V ValueWorks New York	$1.1M	+$1.15M	1	0.64%	New
1090	CIM Calvert Investment Management Bethesda, Maryland	$1.09M	+$1.14M	1	0.15%	New
1091	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$1.08M	+$1.13M	1	0.21%	New
1092	RT Reliance Trust Atlanta, Georgia	$1.07M	+$1.12M	1	0.7%	New
1093	CCM Connective Capital Management Palo Alto, California	$1.06M	+$959K	1	1.56%	New
1094	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$1.06M	+$1.11M	1	0.64%	New
1095	IMOV Investment Management of Virginia Richmond, Virginia	$1.05M	+$1.1M	1	0.23%	New
1096	FIG Fortress Investment Group New York	$1.05M	+$1.1M	1	0.03%	New
1097	WSCM Wellington Shields Capital Management New York	$1.04M	+$1.09M	1	0.18%	New
1098	HSA Holt-Smith Advisors Madison, Wisconsin	$1.04M	+$1.09M	1	1.47%	New
1099	FCB First Citizens Bancorporation Columbia, South Carolina	$1.04M	+$1.09M	1	0.95%	New
1100	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$1.04M	+$1.08M	1	0.45%	New