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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
2376	MAM Montanaro Asset Management London, United Kingdom	$135K	$0	1	0.03%	Maintained
2377	APW Austin Private Wealth Austin, Texas	$135K	+$115K	1	0.02%	New
2378	ECM Elgethun Capital Management Sioux Falls, South Dakota	$133K	$0	1	0.04%	Maintained
2379	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$131K	$0	2	0.04%	Maintained
2380	HFM Hartford Financial Management Hartford, Connecticut	$131K	$0	1	0.03%	Maintained
2381	HWA HHM Wealth Advisors Chattanooga, Tennessee	$129K	$0	1	0.02%	Maintained
2382	HCM Highlander Capital Management Short Hills, New Jersey	$127K	-$9.29K	1	0.05%	Reduced
2383	Country Trust Bank Bloomington, Illinois	$123K	$0	1	0%	Maintained
2384	CTC Cetera Trust Company St. Paul, Minnesota	$121K	+$104K	1	0.08%	New
2385	NCM Northwest Capital Management Lake Oswego, Oregon	$121K	$0	1	0.04%	Maintained
2386	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$120K	$0	1	0.02%	Maintained
2387	GCM Gables Capital Management Miami, Florida	$117K	+$24.8K	1	0.07%	Increased
2388	IGWM ICA Group Wealth Management Denver, Colorado	$115K	+$98.7K	1	0.03%	New
2389	SIS Sound Income Strategies Ft Lauderdale, Florida	$113K	+$3.34K	1	0.01%	Increased
2390	Flow Traders U.S. New York	$113K	+$113K	1	0%	New
2391	FSCM Front Street Capital Management Missoula, Montana	$111K	+$94.9K	1	0.02%	New
2392	GAAM Guinness Atkinson Asset Management Pasadena, California	$110K	$0	1	0.06%	Maintained
2393	Kayne Anderson Rudnick Investment Management Los Angeles, California	$109K	-$91.4K	1	0%	Reduced
2394	HCM Horrell Capital Management Little Rock, Arkansas	$108K	$0	1	0.03%	Maintained
2395	PCFFS Pacific Center for Financial Services San Ramon, California	$108K	$0	1	0.03%	Maintained
2396	GTAM Global Trust Asset Management West Palm Beach, Florida	$106K	+$24.8K	1	0.05%	Increased
2397	PAM Pinpoint Asset Management Hong Kong	$101K	+$86.7K	1	0.02%	New
2398	BC Barrett & Company Providence, Rhode Island	$101K	+$124	1	0.05%	Increased
2399	TCM Tradewinds Capital Management Bellingham, Washington	$101K	-$619	2	0.04%	Reduced
2400	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$94K	$0	1	0.07%	Maintained