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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
2301	MCA MSH Capital Advisors Scottsdale, Arizona	$207K	+$181K	1	0.09%	New
2302	ACM Allred Capital Management Dallas, Texas	$206K	-$68.4K	1	0.1%	Reduced
2303	BAM Brave Asset Management Summit, New Jersey	$206K	+$181K	1	0.06%	New
2304	HI Hudock Inc Williamsport, Pennsylvania	$206K	+$117K	1	0.06%	Increased
2305	PCMM Piedmont Capital Management (Montana) Whitefish, Montana	$206K	+$181K	1	0.16%	New
2306	YWP YorkBridge Wealth Partners New York	$206K	-$91.3K	1	0.05%	Reduced
2307	Atalanta Sosnoff Capital New York	$204K	+$178K	1	0%	New
2308	DWM Defined Wealth Management Beaverton, Oregon	$204K	+$178K	1	0.17%	New
2309	PBO Peoples Bank (Ohio) Marietta, Ohio	$204K	-$154K	1	0.1%	Reduced
2310	BBCM Boardman Bay Capital Management New York	$203K	+$185K	1	0.34%	New
2311	DCM DGS Capital Management Jersey City, New Jersey	$203K	+$178K	1	0.13%	New
2312	IAS IMA Advisory Services Denver, Colorado	$203K	$0	1	0.04%	Maintained
2313	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$203K	+$178K	1	0.1%	New
2314	CCFM Clear Creek Financial Management Silverdale, Washington	$202K	+$177K	1	0.03%	New
2315	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$202K	+$58.3K	1	0.03%	Increased
2316	MA Menlo Advisors Menlo Park, California	$202K	+$177K	1	0.1%	New
2317	SVCP Silicon Valley Capital Partners San Jose, California	$202K	+$177K	1	0.03%	New
2318	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$202K	+$177K	1	0.05%	New
2319	WCWM Willow Creek Wealth Management Sebastopol, California	$202K	+$177K	1	0.04%	New
2320	AIM Avity Investment Management Greenwich, Connecticut	$201K	+$176K	1	0.02%	New
2321	Edgewood Management Greenwich, Connecticut	$201K	+$176K	1	0%	New
2322	FFC First Financial Corp Terre Haute, Indiana	$201K	$0	1	0.12%	Maintained
2323	PK Pflug Koory Omaha, Nebraska	$201K	$0	1	0.1%	Maintained
2324	TIA Tiemann Investment Advisors Menlo Park, California	$201K	+$176K	1	0.09%	New
2325	RPG Resource Planning Group Atlanta, Georgia	$200K	+$175K	1	0.13%	New