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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
2151	CBA Coastal Bridge Advisors Westport, Connecticut	$270K	+$236K	1	0.06%	New
2152	SI SimpliFi Inc San Diego, California	$270K	+$237K	1	0.12%	New
2153	CFA CWS Financial Advisors Kalamazoo, Michigan	$269K	+$235K	1	0.09%	New
2154	HR Hayden Royal Charlotte, North Carolina	$269K	+$236K	1	0.63%	New
2155	JCP JB Capital Partners Armonk, New York	$269K	$0	1	0.06%	Maintained
2156	TCM Tradewinds Capital Management Bellingham, Washington	$269K	+$640	2	0.04%	Increased
2157	AFG Alterity Financial Group Bangor, Maine	$268K	+$235K	1	0.29%	New
2158	Howard Capital Management Roswell, Georgia	$268K	-$15.5K	1	0.03%	Reduced
2159	TNB Thomasville National Bank Thomasville, Georgia	$267K	+$234K	1	0.03%	New
2160	BB Bell Bank Fargo, North Dakota	$266K	+$233K	1	0.03%	New
2161	SC Sierra Capital Miami, Florida	$266K	+$13.6K	1	0.04%	Increased
2162	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$266K	+$233K	1	0.04%	New
2163	WA WESPAC Advisors Orinda, California	$266K	+$233K	1	0.18%	New
2164	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$265K	+$232K	1	0.03%	New
2165	MIM Miller Investment Management West Conshohocken, Pennsylvania	$265K	$0	1	0.04%	Maintained
2166	SI Saxon Interests Houston, Texas	$265K	+$229K	1	0.15%	New
2167	KIA Kraematon Investment Advisors Braintree, Massachusetts	$264K	+$231K	1	0.24%	New
2168	SWA SFMG Wealth Advisors Plano, Texas	$264K	+$231K	1	0.03%	New
2169	V VeraBank Henderson, Texas	$264K	+$231K	1	0.13%	New
2170	FC Fusion Capital Mt. Pleasant, South Carolina	$263K	+$230K	1	0.13%	New
2171	PL Pluribus Labs Mill Valley, California	$263K	+$231K	1	0.28%	New
2172	Congress Asset Management Boston, Massachusetts	$262K	-$22.3K	1	0%	Reduced
2173	GAB German American Bancorp Jasper, Indiana	$262K	+$230K	1	0.04%	New
2174	IDA Intelligence Driven Advisers Carlsbad, California	$262K	+$253K	1	0.05%	New
2175	Bogart Wealth LLC Mclean, Virginia	$261K	-$3.2K	1	0.02%	Reduced