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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	IAS IMA Advisory Services Denver, Colorado	$1.15M	-$21.5K	1	0.53%	Reduced
1202	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$1.15M	+$239K	1	0.19%	Increased
1203	WB Webster Bank Waterbury, Connecticut	$1.14M	-$561K	1	0.2%	Reduced
1204	GIM Grassi Investment Management Santa Clara, California	$1.14M	+$7.95K	1	0.25%	Increased
1205	PAM Premier Asset Management Chicago, Illinois	$1.14M	+$76.9K	1	0.29%	Increased
1206	IH IFC Holdings Tampa, Florida	$1.13M	+$4.61K	1	0.21%	Increased
1207	Pure Financial Advisors San Diego, California	$1.13M	+$280K	1	0.41%	Increased
1208	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.11M	+$306K	1	0.2%	Increased
1209	BO Bank OZK Little Rock, Arkansas	$1.11M	+$512K	1	0.39%	Increased
1210	PAS Partnervest Advisory Services Santa Barbara, California	$1.1M	-$142K	2	0.5%	Reduced
1211	IAM ICM Asset Management Spokane, Washington	$1.1M	-$208K	1	1.04%	Reduced
1212	CAM Castlerock Asset Management New York	$1.1M	-$164K	1	3.2%	Reduced
1213	FIM Freedom Investment Management Hartford, Connecticut	$1.09M	+$251K	1	0.18%	Increased
1214	SMG Spectrum Management Group Indianapolis, Indiana	$1.09M	+$15.1K	1	0.68%	Increased
1215	Zevenbergen Capital Investments Edmonds, Washington	$1.09M	-$21.7M	1	0.04%	Reduced
1216	HVIA Hudson Valley Investment Advisors Goshen, New York	$1.09M	-$173K	1	0.47%	Reduced
1217	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.08M	$0	1	0.06%	Maintained
1218	GBA Garrison Bradford & Associates New York	$1.08M	$0	1	1.01%	Maintained
1219	OC Oarsman Capital Milwaukee, Wisconsin	$1.08M	+$18.3K	1	0.79%	Increased
1220	ST Somerset Trust Somerset, Pennsylvania	$1.07M	+$1.08M	1	0.76%	New
1221	BIM Beach Investment Management West Conshohocken, Pennsylvania	$1.07M	-$1.17M	1	1.46%	Reduced
1222	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1.07M	-$2.33K	2	0.52%	Reduced
1223	WA Winfield Associates Cleveland, Ohio	$1.07M	+$29.9K	1	0.77%	Increased
1224	MSI Financial Services Springfield, Massachusetts	$1.06M	+$113K	2	0.14%	Increased
1225	Cetera Advisors Denver, Colorado	$1.06M	+$95.6K	1	0.12%	Increased