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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
1976	TCM Tradewinds Capital Management Bellingham, Washington	$208K	-$6.62K	2	0.04%	Reduced
1977	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$207K	+$196K	1	0.02%	New
1978	MIM Miller Investment Management West Conshohocken, Pennsylvania	$207K	$0	1	0.04%	Maintained
1979	PPW Parcion Private Wealth Bellevue, Washington	$207K	+$196K	1	0.02%	New
1980	CPA Clear Perspective Advisors Aurora, Illinois	$206K	+$195K	1	0.07%	New
1981	IF IRON Financial Northbrook, Illinois	$206K	+$195K	1	0.1%	New
1982	V VeraBank Henderson, Texas	$206K	+$195K	1	0.12%	New
1983	LNB Ledyard National Bank	$204K	+$193K	1	0.02%	New
1984	SAM Sompo Asset Management Tokyo, Japan	$204K	+$193K	1	0.04%	New
1985	CHA Cooper/Haims Advisors Victor, New York	$203K	+$192K	1	0.13%	New
1986	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$202K	+$191K	1	0.07%	New
1987	&Partners Nashville, Tennessee	$201K	+$190K	1	0.13%	New
1988	AIM Arcadia Investment Management Kalamazoo, Michigan	$200K	$0	1	0.04%	Maintained
1989	FFG Frisch Financial Group Melville, New York	$200K	+$189K	1	0.06%	New
1990	GAB German American Bancorp Jasper, Indiana	$200K	+$189K	1	0.03%	New
1991	HCP Holt Capital Partners Fort Worth, Texas	$200K	+$189K	1	0.04%	New
1992	EBA Eagle Bay Advisors New York	$199K	+$184K	1	0.16%	New
1993	Gradient Investments Arden Hills, Minnesota	$199K	$0	1	0.01%	Maintained
1994	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$197K	$0	1	0.01%	Maintained
1995	SC Sierra Capital Miami, Florida	$196K	$0	1	0.04%	Maintained
1996	MHR Matthew Hamilton Rosenberg	$193K	+$15.5K	1	0.1%	Increased
1997	HFA HC Financial Advisors Lafayette, California	$186K	$0	2	0.11%	Maintained
1998	AP Arlington Partners Birmingham, Alabama	$185K	-$67.3K	1	0.06%	Reduced
1999	CFD Creative Financial Designs Kokomo, Indiana	$179K	+$23K	1	0.03%	Increased
2000	BC Burleson & Co Petaluma, California	$178K	$0	1	0.03%	Maintained