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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	WBC West Branch Capital Amherst, Massachusetts	$212K	+$180K	1	0.1%	Increased
2302	IWN Independent Wealth Network Urbandale, Iowa	$211K	+$181K	1	0.11%	New
2303	AGC Aspen Grove Capital Avon, Colorado	$211K	+$184K	1	0.06%	New
2304	VC Vicus Capital State College, Pennsylvania	$211K	+$181K	1	0.02%	New
2305	TNB Thomasville National Bank Thomasville, Georgia	$211K	+$181K	1	0.02%	New
2306	DG DMC Group Birmingham, Alabama	$211K	+$188K	1	0.2%	New
2307	Mondrian Investment Partners London, United Kingdom	$210K	-$26.9K	1	0%	Reduced
2308	WI WrapManager Inc Mill Valley, California	$210K	+$187K	1	0.06%	New
2309	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$210K	-$111K	1	0.04%	Reduced
2310	MIM Miller Investment Management West Conshohocken, Pennsylvania	$209K	+$179K	1	0.03%	New
2311	MWM Mattern Wealth Management Lawrence, Kansas	$209K	+$179K	1	0.05%	New
2312	Klingman & Associates New York	$209K	+$179K	1	0.02%	New
2313	RIM Redwood Investment Management Scottsdale, Arizona	$208K	-$389K	1	0.02%	Reduced
2314	BIA Bell Investment Advisors Oakland, California	$208K	+$52.6K	2	0.04%	Increased
2315	CH Canton Hathaway Providence, Rhode Island	$207K	$0	1	0.06%	Maintained
2316	Sit Investment Associates Minneapolis, Minnesota	$207K	-$103K	1	0.01%	Reduced
2317	IC Inscription Capital Houston, Texas	$207K	+$177K	1	0.06%	New
2318	OPCM Osborne Partners Capital Management San Francisco, California	$206K	+$177K	1	0.01%	New
2319	NRI NFP Retirement Inc Aliso Viejo, California	$205K	+$175K	1	0.03%	New
2320	LWM Lyell Wealth Management Menlo Park, California	$205K	+$175K	1	0.02%	New
2321	TIA Traphagen Investment Advisors Oradell, New Jersey	$205K	+$175K	1	0.02%	New
2322	CFC Coyle Financial Counsel Glenview, Illinois	$204K	+$175K	1	0.08%	New
2323	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$204K	+$175K	1	0.13%	New
2324	CCB Cutter & Co Brokerage Ballwin, Missouri	$204K	+$175K	1	0.06%	New
2325	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$203K	+$174K	1	0.05%	New