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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	DD Dominick & Dominick New York	$1.1M	-$170K	1	0.53%	Reduced
1202	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.1M	+$51.3K	1	0.21%	Increased
1203	SJIM St. Johns Investment Management Jacksonville, Florida	$1.09M	-$11.8K	1	0.97%	Reduced
1204	AMG National Trust Bank Greenwood Village, Colorado	$1.09M	-$120K	1	0.11%	Reduced
1205	PRCM Pine River Capital Management Minnetonka, Minnesota	$1.08M	+$1.1M	1	0.01%	New
1206	Ronald Blue & Co Roswell, Georgia	$1.07M	+$262K	1	0.07%	Increased
1207	WB Webster Bank Waterbury, Connecticut	$1.07M	-$7.65K	1	0.19%	Reduced
1208	PAS Partnervest Advisory Services Santa Barbara, California	$1.07M	+$26.2K	1	0.56%	Increased
1209	CCM Connective Capital Management Palo Alto, California	$1.05M	+$799K	1	1.58%	New
1210	WA Winfield Associates Cleveland, Ohio	$1.05M	+$43.9K	1	0.78%	Increased
1211	ST Somerset Trust Somerset, Pennsylvania	$1.05M	+$38.4K	1	0.73%	Increased
1212	Pure Financial Advisors San Diego, California	$1.05M	-$17.4K	1	0.39%	Reduced
1213	SMG Spectrum Management Group Indianapolis, Indiana	$1.04M	+$8.41K	1	0.64%	Increased
1214	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.04M	+$169K	2	0.3%	Increased
1215	GIP Granite Investment Partners El Segundo, California	$1.02M	-$267K	1	0.14%	Reduced
1216	WFG Wills Financial Group Richmond, Virginia	$1.02M	+$36.5K	1	0.86%	Increased
1217	OC Oarsman Capital Milwaukee, Wisconsin	$1.01M	-$7.65K	1	0.75%	Reduced
1218	FM Foster & Motley Cincinnati, Ohio	$1M	+$419K	1	0.23%	Increased
1219	Bowen Hanes & Co Ponte Vedra Beach, Florida	$996K	+$84.1K	1	0.05%	Increased
1220	Montag & Associates Atlanta, Georgia	$996K	$0	1	0.16%	Maintained
1221	Zevenbergen Capital Investments Edmonds, Washington	$995K	-$34.4K	1	0.04%	Reduced
1222	11A 10-15 Associates Goshen, New York	$989K	+$15.2K	1	0.33%	Increased
1223	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$987K	+$38.2K	1	0.18%	Increased
1224	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$976K	$0	1	0.1%	Maintained
1225	PCA Peddock Capital Advisors Braintree, Massachusetts	$973K	$0	1	0.79%	Maintained