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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
1576	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$1.06M	$0	1	0.12%	Maintained
1577	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$1.06M	+$368K	1	0.1%	Increased
1578	PPWM Paragon Private Wealth Management Lexington, Kentucky	$1.06M	-$234K	1	0.28%	Reduced
1579	MRP Measured Risk Portfolios San Diego, California	$1.06M	+$42.6K	1	0.94%	Increased
1580	FFG Floyd Financial Group Springfield, Missouri	$1.05M	-$35K	1	0.69%	Reduced
1581	WA WESPAC Advisors Orinda, California	$1.05M	+$46.8K	1	0.51%	Increased
1582	MBT Montecito Bank & Trust Santa Barbara, California	$1.05M	-$7.48K	1	0.16%	Reduced
1583	GPWM Grant Private Wealth Management Pleasanton, California	$1.05M	+$290K	1	0.44%	Increased
1584	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$1.05M	+$187	1	0.42%	Increased
1585	DTC Davidson Trust Company Seattle, Washington	$1.04M	-$54.4K	1	0.41%	Reduced
1586	AIA AssuredPartners Investment Advisors Tampa, Florida	$1.04M	-$112K	1	0.1%	Reduced
1587	TP TritonPoint Partners Chevy Chase, Maryland	$1.04M	+$174K	1	0.09%	Increased
1588	CIAS CFS Investment Advisory Services Totowa, New Jersey	$1.03M	-$187	1	0.07%	Reduced
1589	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$1.03M	+$18.3K	1	0.05%	Increased
1590	LG Leuthold Group Minneapolis, Minnesota	$1.03M	+$1.04M	1	0.1%	New
1591	BLC Brown, Lisle/Cummings Providence, Rhode Island	$1.03M	-$67.1K	1	0.23%	Reduced
1592	AWA Artemis Wealth Advisors New York	$1.03M	+$826K	1	0.12%	New
1593	RWA River Wealth Advisors Camp Hill, Pennsylvania	$1.03M	-$112K	1	0.11%	Reduced
1594	AA Argent Advisors Monroe, Louisiana	$1.03M	-$374	1	0.26%	Reduced
1595	Maverick Capital Dallas, Texas	$1.02M	+$1.04M	1	0.01%	New
1596	EIP Essential Investment Partners Englewood, Colorado	$1.02M	-$959K	1	0.82%	Reduced
1597	Sterling Capital Management Charlotte, North Carolina	$1.02M	-$1.83M	4	0.02%	Reduced
1598	GAMCO Investors Greenwich, Connecticut	$1.02M	-$1.77M	1	0.01%	Reduced
1599	DA Dillon & Associates Jackson, Michigan	$1.02M	-$158K	1	0.12%	Reduced
1600	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$1.02M	+$58.5K	1	0.12%	Increased