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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
1676	EM ELCO Management New York	$235K	+$214K	1	0.19%	New
1677	MC Mathes Company New York	$235K	+$214K	1	0.11%	New
1678	SL Salomon & Ludwin Richmond, Virginia	$235K	+$214K	1	0.05%	New
1679	UIA UBP Investment Advisors Geneva, Switzerland	$235K	+$214K	1	0.18%	New
1680	BC Burleson & Co Petaluma, California	$234K	+$172K	1	0.04%	New
1681	SAM Secure Asset Management Troy, Michigan	$234K	+$212K	1	0.16%	New
1682	Brookstone Capital Management Wheaton, Illinois	$233K	+$212K	1	0.01%	New
1683	PWM PBMares Wealth Management Williamsburg, Virginia	$233K	+$211K	1	0.34%	New
1684	MAA Mraz Amerine & Associates Modesto, California	$232K	+$210K	1	0.09%	New
1685	SBL Sargent Bickham Lagudis Boulder, Colorado	$232K	+$41.5K	1	0.02%	Increased
1686	SIC Schwartz Investment Counsel Plymouth, Michigan	$231K	+$210K	1	0.01%	New
1687	ZWJ Investment Counsel Atlanta, Georgia	$231K	-$32K	1	0.02%	Reduced
1688	GD Grandfield & Dodd New York	$230K	+$212K	1	0.02%	New
1689	SWRP Summit Wealth & Retirement Planning San Ramon, California	$230K	+$209K	1	0.1%	New
1690	CT Cambridge Trust Cambridge, Massachusetts	$228K	$0	1	0.01%	Maintained
1691	Exencial Wealth Advisors Oklahoma City, Oklahoma	$228K	+$208K	1	0.01%	New
1692	LWM Laidlaw Wealth Management New York City, New York	$228K	+$207K	1	0.1%	New
1693	ED Exane Derivatives Paris, France	$228K	-$2.58M	2	0.07%	Reduced
1694	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$227K	+$206K	1	0.04%	New
1695	GFP Gryphon Financial Partners Columbus, Ohio	$227K	+$206K	1	0.07%	New
1696	HIC Hartline Investment Corp Winnetka, Illinois	$227K	+$206K	1	0.04%	New
1697	FWP FAS Wealth Partners Leawood, Kansas	$226K	+$205K	1	0.03%	New
1698	Merit Financial Group Alpharetta, Georgia	$226K	+$205K	1	0.02%	New
1699	TPWA TRUE Private Wealth Advisors Salem, Oregon	$226K	$0	1	0.04%	Maintained
1700	HA HYA Advisors Springfield, Missouri	$225K	-$61.1K	1	0.14%	Reduced