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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
1251	BAM Burnham Asset Management New York	$908K	+$70.5K	1	0.21%	Increased
1252	CCM Coe Capital Management Highland Park, Illinois	$902K	+$611K	1	0.32%	New
1253	Group One Trading Chicago, Illinois	$900K	-$371K	2	0.01%	Reduced
1254	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$898K	+$126K	1	1.96%	Increased
1255	WEC Winslow Evans & Crocker Boston, Massachusetts	$895K	+$850K	1	0.31%	New
1256	WFG Wills Financial Group Richmond, Virginia	$892K	+$848K	1	0.92%	New
1257	ICM IMS Capital Management Portland, Oregon	$888K	+$844K	1	1.12%	New
1258	DAM Doheny Asset Management Los Angeles, California	$882K	+$987	1	0.46%	Increased
1259	CC Courier Capital Buffalo, New York	$871K	+$114K	1	0.19%	Increased
1260	VST Van Strum & Towne San Francisco, California	$869K	$0	1	0.58%	Maintained
1261	BWP Baldwin Wealth Partners Marion, Massachusetts	$866K	+$212K	1	0.14%	Increased
1262	Ronald Blue & Co Roswell, Georgia	$865K	+$40.9K	1	0.06%	Increased
1263	LA Lau Associates Greenville, Delaware	$862K	+$212K	1	0.77%	Increased
1264	MCC Mid Continent Capital Chicago, Illinois	$861K	+$818K	1	0.05%	New
1265	WA Winfield Associates Cleveland, Ohio	$859K	+$816K	1	0.71%	New
1266	Sequoia Financial Advisors Akron, Ohio	$853K	+$810K	1	0.71%	New
1267	CCS Crosspoint Capital Strategies Orinda, California	$851K	+$789K	1	0.28%	New
1268	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$850K	+$807K	1	0.16%	New
1269	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$848K	+$42.7K	1	0.38%	Increased
1270	LC Lilley & Co Tecumseh, Michigan	$847K	+$152K	1	0.39%	Increased
1271	Busey Bank Urbana, Illinois	$839K	$0	1	0.13%	Maintained
1272	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$838K	+$686K	1	0.05%	Increased
1273	PIA Peachtree Investment Advisors Atlanta, Georgia	$829K	+$788K	1	0.57%	New
1274	PTC Private Trust Company Cleveland, Ohio	$827K	-$5.92K	1	0.33%	Reduced
1275	PAM Premier Asset Management Chicago, Illinois	$824K	+$363K	1	0.22%	Increased