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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
1501	CS Comerica Securities Detroit, Michigan	$207K	-$14.2K	1	0.21%	Reduced
1502	GIA GHP Investment Advisors Denver, Colorado	$206K	+$196K	1	0.07%	New
1503	NFG Nadler Financial Group Deerfield, Illinois	$206K	+$196K	1	0.13%	New
1504	EIA Edgemoor Investment Advisors Bethesda, Maryland	$204K	+$194K	1	0.03%	New
1505	MIM Miller Investment Management West Conshohocken, Pennsylvania	$204K	+$194K	1	0.11%	New
1506	VDBMI Van Den Berg Management I Austin, Texas	$201K	+$191K	1	0.02%	New
1507	CMANY Capital Management Associates (New York) New York	$200K	+$190K	1	0.29%	New
1508	GA Glenhill Advisors New York	$197K	+$187K	1	0.02%	New
1509	ARMC American Research & Management Company Marion, Massachusetts	$192K	-$1.27K	1	0.07%	Reduced
1510	Welch Group Birmingham, Alabama	$187K	+$1.34K	1	0.04%	Increased
1511	LNB Ledyard National Bank	$186K	+$27.5K	1	0.03%	Increased
1512	PMFA Plante Moran Financial Advisors Southfield, Michigan	$178K	+$24.2K	1	0.1%	Increased
1513	FWM Focused Wealth Management Newburgh, New York	$173K	-$1.62K	1	0.14%	Reduced
1514	CA CapWealth Advisors Franklin, Tennessee	$171K	$0	1	0.04%	Maintained
1515	DAM Delta Asset Management Memphis, Tennessee	$171K	+$24.2K	1	0.04%	Increased
1516	OC Oakworth Capital Birmingham, Alabama	$161K	+$153K	1	0.11%	New
1517	RIA Regal Investment Advisors Kentwood, Michigan	$155K	+$21K	1	0.09%	Increased
1518	WIL Winifred I. Li	$149K	$0	1	0.13%	Maintained
1519	JIC Joel Isaacson & Co New York	$146K	+$71	1	0.05%	Increased
1520	PCM Prelude Capital Management New York	$145K	-$33.5K	1	0.02%	Reduced
1521	AW Alpha Windward Westwood, Massachusetts	$143K	+$635	1	0.1%	Increased
1522	CHC City Holding Co Charleston, West Virginia	$142K	+$135K	1	0.09%	New
1523	MAM Mark Asset Management New York	$141K	-$24.5K	1	0.04%	Reduced
1524	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$134K	+$128K	1	0.01%	New
1525	BL Bolton LP Greenwich, Connecticut	$130K	-$902K	1	0.02%	Reduced