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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
1751	LC Lindbrook Capital Calabasas, California	$184K	-$42.6K	1	0.05%	Reduced
1752	GCM Gladius Capital Management Chicago, Illinois	$182K	+$165K	1	0.02%	New
1753	PW Price Wealth Austin, Texas	$182K	+$150K	1	0.05%	Increased
1754	Prospera Financial Services Dallas, Texas	$180K	-$947K	2	0.07%	Reduced
1755	BWM Baystate Wealth Management Boston, Massachusetts	$175K	+$854	1	0.02%	Increased
1756	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$174K	+$18.6K	1	0.02%	Increased
1757	TCM Tradewinds Capital Management Bellingham, Washington	$173K	+$17.7K	2	0.04%	Increased
1758	WPA West Paces Advisors Atlanta, Georgia	$169K	+$42.1K	1	0.09%	Increased
1759	Gradient Investments Arden Hills, Minnesota	$166K	+$107	1	0.01%	Increased
1760	Credit Agricole Montrouge Cedex, France	$165K	+$140K	1	0.01%	Increased
1761	CX Institutional Auburn, Indiana	$162K	+$60.8K	1	0.02%	Increased
1762	RIM Rockbridge Investment Management Syracuse, New York	$162K	-$126K	1	0.04%	Reduced
1763	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$161K	$0	1	0.05%	Maintained
1764	SFA Semmax Financial Advisors Winston Salem, North Carolina	$160K	+$748	1	0.08%	Increased
1765	VCM Vigilant Capital Management Portland, Maine	$157K	+$130K	1	0.02%	Increased
1766	TFS TrustCore Financial Services Brentwood, Tennessee	$156K	$0	2	0.02%	Maintained
1767	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$155K	-$5.77K	1	0.03%	Reduced
1768	HFA HC Financial Advisors Lafayette, California	$153K	$0	2	0.11%	Maintained
1769	JWM JFG Wealth Management Denver, Colorado	$153K	+$139K	1	0.11%	New
1770	RWM Raffa Wealth Management Washington, District of Columbia	$149K	+$748	1	0.06%	Increased
1771	MHR Matthew Hamilton Rosenberg	$148K	+$11.6K	1	0.11%	Increased
1772	Larson Financial Group St Louis, Missouri	$145K	+$7.26K	1	0.06%	Increased
1773	SC Solstein Capital Menlo Park, California	$142K	$0	1	0.32%	Maintained
1774	LS Leelyn Smith Geneva, Illinois	$138K	$0	1	0.05%	Maintained
1775	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$135K	+$97.9K	1	0.08%	New