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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
1151	PM Platinum Management New York	$1.34M	+$1.28M	1	1.96%	New
1152	SCM Schnieders Capital Management Pasadena, California	$1.34M	+$1.28M	1	1.32%	New
1153	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$1.34M	+$230K	1	0.9%	Increased
1154	Rafferty Asset Management New York	$1.34M	+$1.27M	1	0.32%	New
1155	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.34M	-$8.68K	1	1.39%	Reduced
1156	V ValueWorks New York	$1.34M	+$917	1	0.73%	Increased
1157	GIPM G2 Investment Partners Management New York	$1.33M	+$902K	1	0.48%	New
1158	LMAM Legg Mason Asset Management Tokyo, Japan	$1.33M	-$233K	1	0.77%	Reduced
1159	GVT Genesee Valley Trust Pittsford, New York	$1.33M	+$404K	1	0.88%	Increased
1160	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.32M	+$1.25M	1	0.85%	New
1161	KC Kingfisher Capital Charlotte, North Carolina	$1.32M	-$36.2K	1	0.71%	Reduced
1162	Twin Tree Management Dallas, Texas	$1.32M	+$212K	1	0.03%	Increased
1163	FCB First Citizens Bancorporation Columbia, South Carolina	$1.31M	-$45.4K	1	1.04%	Reduced
1164	NERM New England Research & Management Chicago, Illinois	$1.31M	+$1.25M	1	1.26%	New
1165	HAM Harber Asset Management Asheville, North Carolina	$1.31M	-$205K	1	1.68%	Reduced
1166	GIP Granite Investment Partners El Segundo, California	$1.3M	+$21.9K	1	0.2%	Increased
1167	IAM ICM Asset Management Spokane, Washington	$1.3M	-$472K	1	1.18%	Reduced
1168	1GA 1st Global Advisors Dallas, Texas	$1.28M	-$44.1K	1	0.24%	Reduced
1169	GAM Griffin Asset Management New York	$1.28M	+$848K	1	0.41%	Increased
1170	Capital Wealth Planning Naples, Florida	$1.27M	-$1.24M	1	1.54%	Reduced
1171	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$1.27M	+$26.7K	1	0.78%	Increased
1172	MBT Monroe Bank & Trust Monroe, Michigan	$1.26M	+$23.6K	1	0.49%	Increased
1173	CIM CenturyLink Investment Management Denver, Colorado	$1.26M	-$123K	1	0.39%	Reduced
1174	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$1.26M	$0	1	0.46%	Maintained
1175	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.26M	+$87.5K	1	0.64%	Increased