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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
1301	SC Searle & Co Greenwich, Connecticut	$728K	+$717K	1	0.62%	New
1302	MHS M Holdings Securities Portland, Oregon	$726K	+$23.3K	1	0.47%	Increased
1303	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$720K	+$709K	1	0.61%	New
1304	SI SII Investments Appleton, Wisconsin	$720K	-$128K	1	0.09%	Reduced
1305	SA Strategic Advisors New York	$720K	+$276K	1	0.47%	Increased
1306	SWM Strategic Wealth Management Kirkland, Washington	$719K	+$708K	1	0.7%	New
1307	WA WFG Advisors Dallas, Texas	$717K	-$203K	1	0.15%	Reduced
1308	Park National Corp Newark, Ohio	$717K	+$51.3K	1	0.05%	Increased
1309	WPC White Pine Capital Bloomington, Minnesota	$711K	-$286K	1	0.24%	Reduced
1310	Freestone Capital Holdings Seattle, Washington	$710K	+$699K	1	0.12%	New
1311	Personal Capital Advisors Redwood City, California	$708K	+$305K	1	0.07%	Increased
1312	BOS Bank of Stockton Stockton, California	$705K	+$32.2K	1	0.4%	Increased
1313	GLI Guardian Life Insurance New York	$704K	-$4.1K	1	0.07%	Reduced
1314	BDF Balasa Dinverno & Foltz	$698K	+$7.9K	1	0.1%	Increased
1315	NA Navellier & Associates Reno, Nevada	$686K	+$394K	1	0.03%	Increased
1316	PAM Paradigm Asset Management New York	$684K	-$2.94M	1	0.09%	Reduced
1317	State of Alaska Department of Revenue Juneau, Alaska	$683K	+$101K	1	0.14%	Increased
1318	PC Palo Capital Newport Beach, California	$682K	+$672K	1	0.57%	New
1319	Hancock Whitney Gulfport, Mississippi	$680K	-$779K	1	0.03%	Reduced
1320	PAA Peregrine Asset Advisers Portland, Oregon	$677K	$0	1	0.48%	Maintained
1321	BKA Brick & Kyle Associates Newtown, Pennsylvania	$674K	+$636K	2	0.58%	New
1322	BLM Bennett Lawrence Management New York	$671K	+$618K	1	0.18%	New
1323	VFS VSR Financial Services Overland Park, Kansas	$666K	-$243K	1	0.08%	Reduced
1324	Castleark Management Chicago, Illinois	$665K	-$34.2M	1	0.02%	Reduced
1325	MFWM Motley Fool Wealth Management Alexandria, Virginia	$664K	+$653K	1	0.39%	New