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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
1201	Jane Street New York	$599K	+$625K	1	0.01%	New
1202	CCM Carderock Capital Management Chevy Chase, Maryland	$596K	+$622K	1	0.35%	New
1203	FNB First Niagara Bank Lockport, New York	$592K	+$618K	1	0.12%	New
1204	GBA Garrison Bradford & Associates New York	$591K	+$617K	1	0.64%	New
1205	Savant Capital Rockford, Illinois	$590K	+$616K	1	0.34%	New
1206	SI SII Investments Appleton, Wisconsin	$584K	+$609K	1	0.13%	New
1207	Ancora Advisors Cleveland, Ohio	$582K	+$607K	1	0.1%	New
1208	MFW Meristem Family Wealth Minnetonka, Minnesota	$582K	+$608K	1	0.27%	New
1209	BAM Burnham Asset Management New York	$580K	+$606K	1	0.15%	New
1210	HT HighTower Trust Houston, Texas	$578K	+$603K	1	0.09%	New
1211	MIP Marietta Investment Partners Milwaukee, Wisconsin	$574K	+$600K	1	0.25%	New
1212	Capital International Sarl Los Angeles, California	$568K	+$593K	1	0.04%	New
1213	Moneta Group Investment Advisors St Louis, Missouri	$568K	+$593K	1	0.4%	New
1214	11A 10-15 Associates Goshen, New York	$567K	+$592K	1	0.26%	New
1215	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$565K	+$590K	1	0.3%	New
1216	GC Gratry & Company Beachwood, Ohio	$557K	+$582K	1	0.22%	New
1217	SNT Security National Trust Wheeling, West Virginia	$546K	+$570K	1	0.26%	New
1218	WKA Wilson Kemp & Associates Birmingham, Michigan	$541K	+$565K	1	0.52%	New
1219	BDF Balasa Dinverno & Foltz	$540K	+$564K	1	0.1%	New
1220	CFS Community Financial System Syracuse, New York	$538K	+$562K	1	0.15%	New
1221	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$538K	+$562K	1	0.44%	New
1222	MJP Michael J. Puzo	$536K	+$560K	1	0.47%	New
1223	AP AlpInvest Partners Amsterdam, Netherlands	$535K	+$483K	1	0.51%	New
1224	Ingalls & Snyder LLC New York	$535K	+$559K	1	0.03%	New
1225	BOS Bank of Stockton Stockton, California	$531K	+$555K	1	0.42%	New