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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	AW ACG Wealth Atlanta, Georgia	$1.68M	-$1.09M	1	0.48%	Reduced
1077	AAM AR Asset Management West Hollywood, California	$1.68M	$0	1	0.68%	Maintained
1078	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.68M	$0	1	0.82%	Maintained
1079	AP Advisor Partners Walnut Creek, California	$1.67M	-$14.8K	1	0.95%	Reduced
1080	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.67M	-$6.88K	1	1.35%	Reduced
1081	LMAM Legg Mason Asset Management Tokyo, Japan	$1.67M	+$574K	1	1.17%	Increased
1082	CWM Confluence Wealth Management Portland, Oregon	$1.66M	-$126K	1	1.13%	Reduced
1083	CCM Compton Capital Management Providence, Rhode Island	$1.66M	+$11.9K	1	0.9%	Increased
1084	Bragg Financial Advisors Charlotte, North Carolina	$1.65M	-$185K	1	0.42%	Reduced
1085	MCC Malaga Cove Capital Pv Estates, California	$1.62M	-$2.91K	1	1.31%	Reduced
1086	ACM Alpha Capital Management Austin, Texas	$1.62M	+$4.67K	1	1.27%	Increased
1087	First Citizens Bank & Trust Raleigh, North Carolina	$1.62M	-$788K	1	0.13%	Reduced
1088	ATC Adirondack Trust Company Saratoga Springs, New York	$1.61M	+$29.8K	1	1.22%	Increased
1089	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$1.58M	+$145K	1	0.69%	Increased
1090	BAM Barrett Asset Management New York	$1.58M	+$111K	1	0.13%	Increased
1091	SCM Schnieders Capital Management Pasadena, California	$1.58M	-$350K	1	1.17%	Reduced
1092	TAM Tealwood Asset Management Minneapolis, Minnesota	$1.58M	+$29.4K	1	0.62%	Increased
1093	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$1.57M	-$4.28K	1	1.11%	Reduced
1094	FMB Field & Main Bank Henderson, Kentucky	$1.55M	+$26.8K	1	1.46%	Increased
1095	RNS Robert N. Shapiro	$1.55M	-$170K	1	0.29%	Reduced
1096	PSI Pinnacle Summer Investments Fairfax, Virginia	$1.54M	-$20.3K	1	0.17%	Reduced
1097	IMOV Investment Management of Virginia Richmond, Virginia	$1.54M	+$21.4K	1	0.28%	Increased
1098	MIC Meridian Investment Counsel Lafayette, California	$1.51M	+$235K	1	1.13%	Increased
1099	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.51M	+$715K	1	0.41%	Increased
1100	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$1.51M	+$651K	1	0.73%	Increased