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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	LPC Loeb Partners Corp New York	$1.56M	$0	1	0.5%	Maintained
1102	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$1.56M	+$776K	1	0.76%	Increased
1103	HCS Harvest Capital Strategies San Francisco, California	$1.55M	-$116K	1	0.18%	Reduced
1104	EI EAM Investors Solana Beach, California	$1.54M	+$1.04M	1	0.28%	New
1105	DSI Daiwa SB Investments Tokyo, Japan	$1.54M	-$42.3K	1	0.17%	Reduced
1106	ANB Amarillo National Bank Amarillo, Texas	$1.54M	+$26.3K	1	1.28%	Increased
1107	Montag & Associates Atlanta, Georgia	$1.53M	+$56.4K	1	0.26%	Increased
1108	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$1.53M	-$33K	1	0.38%	Reduced
1109	UAS United Asset Strategies Garden City, New York	$1.51M	-$9.45K	1	1.04%	Reduced
1110	BPM Bowling Portfolio Management Cincinnati, Ohio	$1.51M	-$19.3K	1	0.37%	Reduced
1111	AC Alexandria Capital Arlington, Virginia	$1.5M	+$705K	1	0.66%	Increased
1112	PSI Pinnacle Summer Investments Fairfax, Virginia	$1.5M	-$95.2K	1	0.21%	Reduced
1113	AP Advisor Partners Walnut Creek, California	$1.5M	+$134K	1	0.86%	Increased
1114	ACM Alpha Capital Management Austin, Texas	$1.5M	+$30.8K	1	1.21%	Increased
1115	HIM Herald Investment Management London, United Kingdom	$1.5M	$0	1	0.6%	Maintained
1116	TAM Tealwood Asset Management Minneapolis, Minnesota	$1.49M	+$29.3K	1	0.6%	Increased
1117	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$1.49M	+$78.2K	1	0.7%	Increased
1118	TCM Tanaka Capital Management New York	$1.49M	+$600K	1	4.39%	Increased
1119	MSP Madison Street Partners Denver, Colorado	$1.49M	+$1.41M	1	1.39%	New
1120	ACI Advance Capital I Southfield, Michigan	$1.48M	$0	1	0.71%	Maintained
1121	Driehaus Capital Management Chicago, Illinois	$1.48M	-$5.81M	1	0.05%	Reduced
1122	Laird Norton Wetherby Wealth Management San Francisco, California	$1.48M	-$14.9K	1	0.42%	Reduced
1123	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.47M	-$24.7K	1	0.96%	Reduced
1124	BHA Beech Hill Advisors New York	$1.46M	+$226K	1	0.74%	Increased
1125	FC FIC Capital New York	$1.45M	-$14.2K	1	0.65%	Reduced