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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
1101	SNS Financial Group Minneapolis, Minnesota	$2.67M	+$1.23M	1	0.05%	Increased
1102	FRA Frank Rimerman Advisors Palo Alto, California	$2.67M	-$1.35M	1	0.15%	Reduced
1103	WI WBI Investments Red Bank, New Jersey	$2.67M	+$2.37M	2	0.66%	New
1104	PR Payden & Rygel Los Angeles, California	$2.67M	+$2.1M	1	0.2%	Increased
1105	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$2.66M	-$448K	1	2.62%	Reduced
1106	Perpetual Ltd Sydney, New South Wales, Australia	$2.65M	-$48.2M	1	0.04%	Reduced
1107	Foundations Investment Advisors Phoenix, Arizona	$2.65M	-$863K	1	0.03%	Reduced
1108	CT Caldwell Trust Venice, Florida	$2.64M	-$128K	1	0.21%	Reduced
1109	AF Atala Financial Calabasas, California	$2.64M	$0	1	1.6%	Maintained
1110	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$2.63M	+$561	1	0.5%	Increased
1111	BCP Berkeley Capital Partners Milton, Georgia	$2.63M	-$91.4K	1	0.54%	Reduced
1112	RFP Root Financial Partners Encinitas, California	$2.62M	+$2.08M	1	0.1%	Increased
1113	OL Odyssean LLC Darien, Connecticut	$2.62M	+$1.53M	2	0.43%	Increased
1114	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.62M	+$526K	1	0.29%	Increased
1115	OL one8zero8 LLC Greensboro, North Carolina	$2.61M	$0	1	0.52%	Maintained
1116	SAW Signal Advisors Wealth Detroit, Michigan	$2.61M	+$1.07M	1	0.13%	Increased
1117	RI Ridgewood Investments Springfield, New Jersey	$2.58M	-$759K	1	0.96%	Reduced
1118	KTM Keeler Thomas Management Orem, Utah	$2.57M	-$954K	1	0.91%	Reduced
1119	Chicago Partners Investment Group Chicago, Illinois	$2.57M	-$61.6K	2	0.05%	Reduced
1120	Ameritas Advisory Services Lincoln, Nebraska	$2.57M	+$327K	2	0.05%	Increased
1121	CBA Coastal Bridge Advisors Westport, Connecticut	$2.55M	-$1.03M	1	0.16%	Reduced
1122	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$2.55M	-$1.32M	1	0.09%	Reduced
1123	BNP Paribas Paris, France	$2.55M	+$1.76M	1	0.07%	Increased
1124	AMG National Trust Bank Greenwood Village, Colorado	$2.55M	-$437K	1	0.05%	Reduced
1125	BFO Boston Family Office Boston, Massachusetts	$2.54M	$0	1	0.15%	Maintained