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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
1176	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$1.25M	+$410K	1	0.3%	Increased
1177	Geneva Capital Management Milwaukee, Wisconsin	$1.25M	+$4.87K	1	0.03%	Increased
1178	CIM Calvert Investment Management Bethesda, Maryland	$1.24M	+$16.9K	1	0.09%	Increased
1179	KFS KMS Financial Services Seattle, Washington	$1.24M	-$423	1	0.21%	Reduced
1180	MHIM MacNealy Hoover Investment Management Canton, Ohio	$1.24M	+$1.18M	1	1.15%	New
1181	Intact Investment Management Montreal, Quebec, Canada	$1.24M	-$35.3K	1	0.06%	Reduced
1182	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.24M	+$1.18M	1	1.19%	New
1183	Orbis Holdings Hamilton, Bermuda	$1.24M	+$278K	1	0.01%	Increased
1184	ECM Endex Capital Management Overland Park, Kansas	$1.24M	$0	1	1.15%	Maintained
1185	BB Bell Bank Fargo, North Dakota	$1.23M	-$1.76M	1	0.64%	Reduced
1186	FNB First Niagara Bank Lockport, New York	$1.22M	+$49.6K	1	0.24%	Increased
1187	Virtu KCG Holdings New York	$1.22M	+$270K	2	0.01%	Increased
1188	Glenview Trust Louisville, Kentucky	$1.21M	+$1.15M	1	0.14%	New
1189	KIG Kessler Investment Group Columbus, Indiana	$1.21M	+$1.15M	1	2.24%	New
1190	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$1.2M	+$35.3K	1	0.31%	Increased
1191	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$1.2M	+$10.9K	1	1.35%	Increased
1192	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$1.2M	+$1.14M	1	0.52%	New
1193	IC InterOcean Capital Chicago, Illinois	$1.2M	+$248K	1	0.51%	Increased
1194	BIM Beach Investment Management West Conshohocken, Pennsylvania	$1.19M	-$909K	1	1.65%	Reduced
1195	SM Southport Management Wilson, Wyoming	$1.19M	+$803K	1	1.36%	New
1196	WCA Westover Capital Advisors Wilmington, Delaware	$1.18M	+$19.4K	1	1.12%	Increased
1197	PAS Partnervest Advisory Services Santa Barbara, California	$1.17M	+$912K	1	0.54%	Increased
1198	AMG National Trust Bank Greenwood Village, Colorado	$1.16M	+$49.8K	1	0.13%	Increased
1199	IAS IMA Advisory Services Denver, Colorado	$1.16M	$0	1	0.55%	Maintained
1200	GP Girard Partners King Of Prussia, Pennsylvania	$1.14M	+$1.09M	1	0.91%	New