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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
1601	WOC West Oak Capital Westlake Village, California	$171K	$0	1	0.1%	Maintained
1602	WVP Worth Venture Partners Fort Lee, New Jersey	$171K	+$173K	1	0.08%	New
1603	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$170K	$0	1	0.01%	Maintained
1604	GAM Gemmer Asset Management Walnut Creek, California	$168K	+$2.58K	2	0.04%	Increased
1605	WB Webster Bank Waterbury, Connecticut	$168K	$0	1	0.02%	Maintained
1606	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$167K	+$23.2K	2	0.05%	Increased
1607	SWM Sugarloaf Wealth Management Duluth, Georgia	$167K	$0	1	0.06%	Maintained
1608	Washington Trust Westerly, Rhode Island	$167K	-$605K	1	0.01%	Reduced
1609	PK Pflug Koory Omaha, Nebraska	$163K	$0	1	0.12%	Maintained
1610	BWA BDO Wealth Advisors Jacksonville, Florida	$160K	-$93K	1	0.03%	Reduced
1611	GWS Glassman Wealth Services Vienna, Virginia	$158K	+$9.62K	1	0.05%	Increased
1612	AP Arlington Partners Birmingham, Alabama	$149K	+$39.9K	1	0.08%	Increased
1613	AIC Archer Investment Corporation Carmel, Indiana	$146K	+$120K	1	0.08%	Increased
1614	SBL Sargent Bickham Lagudis Boulder, Colorado	$144K	$0	1	0.02%	Maintained
1615	Pathstone Family Office Englewood, New Jersey	$141K	+$19.8K	2	0.02%	Increased
1616	FMP Financial Management Professionals Austin, Texas	$140K	+$94.2K	1	0.05%	Increased
1617	RCA Reitz Capital Advisors Freeland, Michigan	$138K	+$121K	1	0.18%	New
1618	JSC Jackson Square Capital San Francisco, California	$137K	+$42K	1	0.07%	Increased
1619	BWM Baystate Wealth Management Boston, Massachusetts	$135K	+$24.1K	1	0.02%	Increased
1620	BAM Bellevue Asset Management Bellevue, Washington	$132K	$0	1	0.14%	Maintained
1621	Gradient Investments Arden Hills, Minnesota	$129K	-$1.12K	1	0.01%	Reduced
1622	C Cerebellum San Francisco, California	$126K	+$158K	1	0.09%	New
1623	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$126K	-$6.82K	1	0.03%	Reduced
1624	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$125K	+$6.74K	1	0.04%	Increased
1625	MCF Advisors Covington, Kentucky	$123K	+$4.01K	1	0.02%	Increased